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

Consolidated view of capacity created a successful plan against demand
Financial Services
Consolidated view of capacity created a successful plan against demand
Driver-based forecasting solution increased accuracy of product sales forecast
Data Analytics, Financial Services
Driver-based forecasting solution increased accuracy of product sales forecast
Akamai gains process efficiencies through new planning platform
Financial Services
Akamai gains process efficiencies through new planning platform
Financial analytics platform provides a foundation for a comprehensive cross-functional strategy
Financial Services
Financial analytics platform provides a foundation for a comprehensive cross-functional strategy
Portfolio Managers & Investors Gain Visibility to Metrics
Financial Services
Portfolio Managers & Investors Gain Visibility to Metrics

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!