Finance Market Leader Spots Data Cleansing and Analytics with PowerBI
About
This is a well-established finance company in North America that offers portfolio management services. Their existing business system accumulated a massive amount of financial data. This made it difficult for them to align all the data and use it effectively to manage financial portfolios. They reached out to Brainvire to obtain an advanced data and money management software solution.
Project Highlights
We analyzed the crux of the company and brainstormed about the data management solutions that can help ease the issue. After thorough analysis, we concluded that PowerBI is the ultimate solution for the company. The entire data management process from data collection to reporting can be done seamlessly through this advanced solution.
The Challenges
- Analyze the Data Pattern:The company obtained data from multiple sources and it is tricky to trace its roots.
- Data Cleansing:Earlier, the task of data cleansing appeared to be mundane, time-consuming, and fruitless.
- Optimal Conclusion:With diverse data and sources, it was confusing to draw the right conclusion.
- Clear Data Representation:A never-ending data sheet was a lengthy process to draw a reliable outcome.
Tech Stack
Python
.Net MVC
Azure cloud
Power BI
C# Microsoft .Net
MS SQL
Result
Manage Multiple Sources
The use of multiple algorithms made it convenient for the company to manage multiple sources from a single system.Data Processing
With the implementation of algorithms and PowerBI, the company can easily process massive data speedily, draw an accurate conclusion, and make smart decisions.Reports
PowerBI is an advanced solution and has the potential to convert lengthy data into a pie chart or any other graphical representation. This representation helped the company to boost their ROI.Improved Data Management
The company had more time and resources to invest in portfolio management. They no longer have to deal with data hassles and can concentrate on smart investment portfolio management for their clientele.
