About the client
A financial advisory firm serving 300+ clients across diverse industries and company sizes.
Challenges
- Lack of a centralized platform for comparing financial Key Performance Indicators (KPIs) for its active clients.
- Inability to provide clients with personalized insights for benchmarking against industry peers.
- Manual processes and limited scalability hindered the development of a value-added data-driven product.
Solution
- Innover implemented a robust Azure/Databricks-powered data platform combined with intuitive Power BI dashboards and advanced Generative AI capabilities.
- Automated processes for seamless data ingestion, validation, and quality assurance.
- Developed interactive dashboards for detailed cohort-based analysis and comparisons.
- Enabled real-time insights through Generative AI for personalized client experiences.
- Delivered a scalable, unified data model to support benchmarking for 300+ companies.
Approach
Scalable Data Platform:
Designed an Azure/Databricks-based platform for automated data ingestion, validation, and quality checks to reduce manual efforts and ensure scalability.
Interactive Dashboards:
Built a Power BI-based interactive reporting platform with intuitive dashboards for cohort analysis driving business value.
Cohort Creation:
Created similar company cohorts across size and industry, allowing smaller start-ups to compare and analyze their financials with peers in their segment.
Generative AI Integration:
Embedded Generative AI capabilities, enabling clients to ask on-demand queries and gain deeper insights into their financial data.
