Data Rocket™ | Financial Services

Data Estate Modernization for Customer-360 Decision Making

Big Data Challenges for Financial Services

Financial institutions rely on data insights to attract and retain customers in a tech-driven world – an estimated two-thirds of customers use digital banking as a primary way to access and manage their financial assets. But outdated data and analytics infrastructure leads to nearly inaccessible data with little to no insights, and investing in data estate modernization with a full-scale data architecture and business analytics solution can be overwhelming and expensive for small and mid-sized institutions.

Data Estate Modernization for Banking, Insurance and Capital Markets

Passerelle Data Rocket™  verifies the value and opportunities in data modernization, with industry-leading technologies, low investment overhead and proven support and proves how quickly data creates value with a modern cloud-based architecture. Within three months, you will be able to answer mission-critical questions such as:


  • Can I predict why customers are leaving us and prevent bad attrition?
  • Are there underperforming products or services that cause client churn?
  • What products or services are trending up that I should over-invest in?
  • How do I optimize use of resources to attract new customers?
  • What existing client profiles are the best ROI for cross-sell/upsell?
  • What are my topline cost trends and where should I focus for cost reduction?
  • How do I spot competitive threats and take early action?


What questions could data help YOU answer? How could you use your data to gain insights and guide your institution?

What You Get in 90 Days

Know Your Customer

Gone are the days when financial service institutions could depend on lifelong customers. As competition increases across every sector and size of financial services, superior customer service has never been more important. Keeping customer data safe and using curated insights to proactively deliver the services your clients need will help you attract new business and grow the business you have.

How Can Passerelle Data Rocket™ Help You?

Data Rocket™ empowers data democratization – using Talend to connect to a source system, land the data in Snowflake, do light processing on the data, and create a PowerBI or Tableau dashboard delivering powerful insights using your data. With uniform, trustworthy data, Data Rocket™ provides the comprehensive customer insights and the predictive analytics you need to make informed, proactive decisions. Code-free tools and pay-per-use data architecture allows you to maximize your IT resources and realize the value in your investment. Would you like to learn more? Contact us today for a free consultation.

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