FINANCIAL SERVICES

Uncertainty is the achilles heel of the financial services sector inhibiting growth and delaying decisions.  Archetype partners with financial service companies to help navigate these uncertain times by resolving complex issues with analytics and cutting-edge planning solutions, delivering measurable ROI, efficiencies, and renewed confidence.

HOW WE SERVE THE FINANCIAL SERVICES INDUSTRY

Archetype works with mutual fund companies, banks, private equity firms and other financial services firms to provide guidance in creating world-class performance management and analytic solutions. We combine deep industry knowledge with leading-edge technology expertise to enable better decision making through improved insight. 

Know your Business

Develop efficiencies, control costs, and define sources of revenue to outpace the competition.

Find Customer Insights

Limit churn and attract new customers through descriptive and inferential analytics.

Gain Competitive Advantage

Quickly identify threats and opportunities by putting actionable data visualizations in the hands of decision makers.
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Concerned CEOs

Percent of banking CEOs who are concerned about the speed of technological change.

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Data Savvy Customers

US financial consumers who feel that sharing their data should come with personalized services.

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Earnings/Share Improvement

A 2017 study estimates improved earnings/share from effective application of data analytics.

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Years Experience

Our team averages 18 years of financial services experience with expertise in analytics and data science to help you get value from your data.

Case Studies

Logitech Improves Its Close Process with Hyperion Financial Management
Enterprise Performance Management, Financial Services
Logitech Improves Its Close Process with Hyperion Financial Management
Less is More: Simplified data & processes improves Hyperion performance for Shutterfly
Enterprise Performance Management, Financial Services
Less is More: Simplified data & processes improves Hyperion performance for Shutterfly
A New Consolidation System Delivered to Grass Valley On Time and On Budget
Enterprise Performance Management, Financial Services
A New Consolidation System Delivered to Grass Valley On Time and On Budget
Ditech Communications Transitions Smoothly from Hyperion Pillar to Hyperion Planning
Enterprise Performance Management, Financial Services
Ditech Communications Transitions Smoothly from Hyperion Pillar to Hyperion Planning
ArthroCare Leverages Hyperion Solution to Improve Revenue and Product Line Management
Enterprise Performance Management, Financial Services
ArthroCare Leverages Hyperion Solution to Improve Revenue and Product Line Management
Consolidated view of capacity created a successful plan against demand
Financial Services
Consolidated view of capacity created a successful plan against demand

Let us introduce ourselves

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Max Gomez

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Matt Bielik

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Tammy Norton

So What’s next?

Are You Ready?
Let’s Work!