Financial Services Consulting

From banks and wealth management advisors to insurance companies, underwriting providers, and payment processing organizations, Marlabs has a rich history of providing our financial services clients with advanced analytics and digital product engineering services.

Unlock the Full Potential of Financial Services Data

As businesses and technologies grow, organizational data has become more complex than traditional systems and spreadsheet can handle—and certainly more complex than those systems can handle quickly and without hours of manual effort. This is especially true in the financial services industry, where business operations, sales, and other departments come together with both customers and external partners to provide data with particularly intricate connections.

At Marlabs, we’re experts in bringing together your data a way that provides you with meaningful, timely reports, as well as self-service analytics options. By preparing your data to help you make informed decisions, we can help give you the competitive advantage you need to serve your customers, allowing you to not only meet but also anticipate their needs in this digital age.

Data You Can Trust

By bringing together data from various teams and creating governance on how to manage that data, our team removes the inconsistency, errors, and duplication that often occur. That way, you can trust your data to accurately represent your customers, processes, and risks.

Data with Perspective

Our data integration experts bring together data from your own teams, like operations and sales, and those from outside sources that affect your business, like inflation rates or climate data. This mitigates the risk of data blind spots and helps you make timely and well-informed decisions.

Data with Purpose

At Marlabs, we engineer our data solutions to tie directly to your data strategy and business outcomes. We make sure that every step moves you closer to both an abundance of data at your fingertips and to that data connecting clearly with your business goals and customer needs.  
Learn more about our data offerings

Security-Focused and Forward-Minded Analytics with AI

By implementing advanced analytics, we can enable better decision intelligence in how you serve your customers. In everything from fraud prevention to predictive sales insights, Marlabs leverages intelligent automation and AI to ensure your analytics and reports run seamlessly and produce actionable insights.

Fraud & Discrepancy Detection

With reports that are timely and meaningful, quickly catch anomalies that point to fraudulent activity or system errors.

Due Diligence Monitoring & Auditing

With partners like Perfecter.ai, we employ automatic compliance audits to help you catch potential problems before they escalate.

Cross-Functional Analysis

Our approach incorporates data from multiple departments so you can see the full picture and develop an action plan for reaching future goals.

Risk Management

Identify, measure, and manage risk for both your own organization and your customers to maximize your earnings and return on investments.  

Forecasting & Predictive Analytics

Anticipate customers’ needs to prevent churn and make personalized recommendations. Make informed decisions about applications and requests faster and more accurately.

Example Dashboards

While advanced analytics goes far beyond dashboards alone, visualizing data in this way helps us understand the story it tells.

Here, you can see how dashboards can help make the results of advanced analytics quickly and easily digestible in these example dashboards, which are based on real client experiences.

*Client information has been masked to protect our client's confidentiality.
Click the image below to open the dashboard gallery.

Revolutionize the Customer Journey

360° View of the Journey

From first point of contact to final bill, Marlabs can help you discover the full picture of not only your customers themselves but of all their interactions in the journey with your organization. Thanks to our deep and multilayered experience with data management and the most popular customer relationship management (CRM) systems, like Salesforce, our teams’ solutions help you understand not only what is happening but also why it’s happening.  

We do this by integrating your entire marketing and sales tech stack, from front-end cookies and ad data to backend CMS, ERP, and app tracking data. This way, insights can lead to action, whether that’s by solving a process pain point, preventing fraud, or targeting an audience with the service they need most at the time they most need it.

Pinpointed Personal Recommendations

By combining our expertise in using CRM systems to create 360° views of customer journeys and implementing AI for predictive analytics, our solutions help you make targeted recommendations that best support your customers’ needs. From impressions to visits to conversions, and through the entire sales process, Marlabs can help you gain insight on who needs what services and digital products—and where, how, and why they need it.

One way we do this is through our partnership with AI platforms like Perfecter.ai, a major player for AI in the financial services industry. By taking a comprehensive approach to discovering customer needs, we can create intelligently automated recommendations.

Close More Quickly

By incorporating AI platforms like Perfecter.ai, financial services organizations can redefine the process of closing deals, sales, and contracts more quickly through examining the processes themselves. By automating processes like vetting loan applications, document and communication generation, and completing underwriting, we’ve helped organizations cut the manual efforts of their team by up to 90%.

In doing so, we’ve empowered internal teams to focus more on high-value work, rather than more mundane and repetitive tasks. Not only that, but our clients also see sales close more quickly and with fewer process hiccups or compliance concerns.
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