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Finance
AI and data for smarter decisions, risk management, and customer trust
SoDa helps banks, insurers, and financial institutions harness data and AI to strengthen risk management, improve customer engagement, and drive profitability. Beyond technology, SoDa also acts as a consulting partner, with team members from consulting and financial services backgrounds, we understand regulatory pressure, margin sensitivity, and the importance of trust and security.
risk management
сonversational financial analysis
performance dashboards
scenario simulations
predictive analytics
What We Deliver
Banking & Payments Impact
01
Improve risk management with real-time fraud detection and predictive analytics.
02
Optimize pricing and product bundling with AI-driven revenue insights.
03
Enhance compliance and audit readiness with automated reporting.
04
Deliver personalized customer experiences with AI-powered segmentation and recommendations.
Insurance & Investments Impact
01
Predict claims volumes and loss ratios with AI-powered forecasting.
02
Automate claims processing and reduce fraud through pattern recognition.
03
Analyze market and portfolio trends for more agile investment decisions.
04
Improve customer retention with sentiment analysis and personalized offers.
Measurable Outcomes
SoDa transforms financial and regulatory data into actionable intelligence, helping institutions operate securely, engage customers smarter, and grow more profitably
The financial industry places special demands on security, data processing speed, and compliance with regulatory standards. Our analytical solutions help institutions minimize operational risks, optimize asset management, and offer personalized services to customers based on an accurate analysis of their needs.
solutions designed to reduce risk, improve compliance, increase profitability, and strengthen customer loyalty.
Analytics Transformation for Financial Services
Customer:
Major financial services institution
Challenges:
- Siloed data across strategy, risk, and operations
- Need for a unified KPI repository and methodology
- Growing demand for mobile, real-time analytics
Solution:
- Built single KPI database with unified calculation rules
- Rolled out 70+ dashboards across retail, corporate, and risk functions
- Deployed mobile analytics for risk management and digital banking units
- Created company-wide metrics glossary ensuring consistent reporting
Results:
- Built single KPI database with unified calculation rules
- Rolled out 70+ dashboards across retail, corporate, and risk functions
- Deployed mobile analytics for risk management and digital banking units
- Created company-wide metrics glossary ensuring consistent reporting
Talk to an Expert
Submit a request and we will contact you to find a solution for your business