Financial Services

Digital transformation for financial services is vital amid the surge of competition. Fintech players and data-rich tech firms are forcing financial service leaders to embrace disruptive innovation at speed, demonstrating a “north star” of technology-enabled client success. To stay relevant, new customers must be won and retained through exceptional, hyper-personalized experiences powered by digitization focused on unlocking data across the organization.

Actionable insights on performance, growth, and optimization have become more efficient and cost-effective – putting more accurate, timely information in the hands of decision-makers. Today’s market conditions and regulatory pressures require a different, practical approach to addressing management’s need to know more.

To meet evolving needs in a data-first, cloud-driven world, financial leaders must undergo business process transformation and focus on shifting the enterprise with data-centric infrastructure and strategic direction.

Holistic View of Clients and Customers

Without a unified view of customer data, financial institutions miss opportunities to grow, streamline, and serve efficiently. Paradigm helps you build an actionable Customer 360 that unlocks real value, boosting profitability, improving retention, and reducing operational costs through smarter segmentation and client-level insights.

  • Increase revenue by identifying and expanding relationships with high-value clients
  • Reduce servicing costs by offboarding unprofitable or dormant accounts
  • Improve risk posture with enhanced transparency for Perpetual KYC
  • Accelerate time-to-insight with a clear view of customer behavior and value

Data Commercialization

Data is one of the most underutilized growth levers in financial services. Paradigm helps you turn internal data into marketable, revenue-generating assets. From new customer-facing products to back-end insights, we help you unlock tangible commercial value from the data you already have.

  • Generate new revenue streams by monetizing existing data assets
  • Improve product relevance and customer engagement through tested propositions
  • Maximize ROI with scalable data products built for repeatable value
  • Strengthen competitive edge with insight-driven offerings

Regulatory Data Reporting

Regulatory demands are rising, but compliance doesn’t have to be a burden. Paradigm enables you to meet complex reporting requirements with confidence while driving efficiency, reducing risk, and turning compliance into a strategic advantage.

  • Achieve “Fully Compliant” or “Largely Compliant” status for key regulations
  • Reduce reporting costs through improved data quality and governance
  • Increase transparency and audit readiness with clear data lineage
  • Align ESG and regulatory reporting with broader transformation initiatives

Success Stories

Finance

Strategy and Advisory

Cloud Modernization for Comprehensive Financial Services Provider

Business Need

Assessment, strategic roadmap, and migration/modernization of on-premise integration platform (PowerCenter) to cloud (IDMC) Lower maintenance costs: cloud enablement vs on-premise…

Challenge

Multiple legacy data platforms – data inconsistencies, poor quality, and highly manual intervention Out-of-support legacy platforms Critical workloads require cloud…

Solution & Results

Modernized legacy PowerCenter to IDMC, enabling real-time data integration into a single, cloud-based platform Automatically converted thousands of complex mappings…

Finance

Architecture and Engineering

Contact Master for Major Financial Institution

Business Need

Golden master contact record across business units Overall maintainability Cost-effectiveness Ability to easily apply business rules Re-use of current connectors…

Challenge

~40+ source systems housing 10M+ contact records Challenging to match contacts across multiple sources Other locally-built data systems; would like…

Solution & Results

Delivered Informatica Customer 360 across all 40+ systems Installed and deployed Informatica MDM in lab and pre-prod environments Potential $7.8M…

Finance

Architecture and Engineering

Data Lake Modernization & Automation for Credit Union

Business Need

Modernized and consolidated data lake to support existing Power BI dashboards Replace current raw data transformation processes Data structured to…

Challenge

Minimal automation, requiring report manipulation Low confidence in process/data Inability to capture true current cost Process perceived as slow and…

Solution & Results

Modernized and automated data lake, improving performance and reducing cost Improved member/customer view and historical look-back, driving data-driven decision-making across…

Finance

Protection and Privacy

Cloud Data Governance Implementation for Largest Auto Lender in the US

Business Need

Address CCPA and other regulatory and business requirements; reduce audit exposure Enterprise data dictionary of critical data elements across core…

Challenge

Several disparate legacy data dictionaries Inconsistent and incomplete source data Changing priorities from IT and Business stakeholders Lack of business…

Solution & Results

Installed, configured, tested, and delivered into production Informatica CDG Rationalized 50,000+ data definitions; promoted business understanding of the source, provenance,…

Finance

AI, Analytics and Data Science

Modern Data Platform for National Bank

Business Need

Self-service data platform that provides data, when needed, as well as ad-hoc analytics into the data Empower the business, giving…

Challenge

Lack of timely data insights for decision making Unable to drill into existing reports for insights Limited resources on BI…

Solution & Results

Implemented an end-to-end modernized data platform, allowing: Data ingestion: Optimized ETL engine to data lake Data lake: Data warehouse as…

Testimonials