BUSINESS INTELLIGENCE CONSULTING SERVICES

Empower your company’s growth by investing in business intelligence services with Hexaview, one of the top business Intelligence solution providers.

Trusted by companies around the globe

Business Intelligence Consulting

Business Intelligence services and systems are the foundation of every organization helping them to make informed decisions, educated estimates, and develop strategies – critical choices made by the people running your company.

Our Business Intelligence Managed Services will help you extract information from your data, understand it, integrate it into (ETL) Enterprise Data Warehouse (EDW), and transform it into insights with interactive dashboards using such tools as Power BI, Tableau, etc.

Business Intelligence (BI) & Business

Analytics Platforms We Work With

We, as a business intelligence consulting firm works with the following platforms

The challenges We Help You
Resolve Through Our
Business Intelligence
Consulting Services

Maximize customer satisfaction
Inaccurate and static reports slow you down.
Inaccurate and static reports slow you down.
Supports your IT team.
Streamline mismatched data from different sources into a single unified view.

See how customers achieve faster growth and smarter outcomes with Hexaview

Challenge

Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups

Solution

Created a data lake receiving data from multiple custodians via SFTP and Azure Blob storage, streamlined daily data load processes, built data warehouse for analysis

Results

60%

Data accessibility improved

75%

Analytical accuracy increased

50%

Automation reduced manual effort
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Data Lake Implementation

Financial Services company headquartered in Chicago/Denver

Challenge

Problems with business analysis across multiple custodians (LPL, Fidelity, ORION); needed automatic daily data loads and backups

Solution

Hexaview assisted in the development and documentation of the requirements; the design of the rebalancing engine, the development of manual testing, automation testing, and performance testing strategy plan and test cases; and the execution of testing and implementation of the solution into production.

Results

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Wealth Management Firms

Leading wealth tech firm, empowering wealth managers with data-driven insights

Challenge

Needed assistance with data integration and migration from Geneva and Mariana accounting systems, required support for bond market trading applications

Solution

Transformed conventional data management to Salesforce CRM, established dashboard on Azure cloud platform, used Power BI for data analysis

Results

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Captive Services

White Oak (San Francisco)

Challenge

Wanted to expedite customer onboarding process, minimize manual work, lacked proper workflow tracking

Solution

Created fully automated customer onboarding workflow using triggers, created visualized workflow path, made platform admin-friendly with custom labels

Results

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Customer Onboarding

Baker Avenue (San Francisco)

Challenge

Difficulty managing increasing number of advisors, needed more analytics, required enhanced data management

Solution

Worked with bank's IT team to provide customized advisor desktop platform, built solution on Oracle Database

Results

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Advisor Desktop Platform

BNY Mellon (New York)

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Got a complex product that you need to migrate, redesign or architect to AI first or Cloud first environment. Or need to architect your data foundation to move set to go AI first in your regulated environment

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Solution Engineer