AI-Powered Analytics for Financial Services: Drive Growth & Mitigate Risk
Unify financial, operational, and market data to optimize forecasting, manage risk, and drive profitability—all with AI-powered insights at your fingertips.
Insights Meet Action
Unify internal and external data, surface AI-powered insights, and turn confident, data-driven decisions into action—without complexity.
Break Data Silos, Unlock Financial Insights
Easily merge internal and external financial data to quickly analyze and extract insights from even the largest datasets, making financial data analysis faster and more robust.
Instant Answers, Faster Results
Ask and answer any financial question in a self-service conversational manner, empowering every FSI team to explore data, uncover insights, and make confident decisions—no SQL or analyst backlogs required.
AI driven deep insights and narratives
Unlock deep insights with AI-driven analysis and dynamic narratives—transforming complex financial data into clear, actionable stories.
A Squad of Agents by Your Side - 24/7
AI-powered agents leverage RAG and a robust Knowledge Layer to deliver real-time insights, automate complex credit risk analysis, and enhance decision-making across your financial services operations—instantly.
Use Cases
Customer Acquisition & Retention
Analyze onboarding friction, product usage, and customer sentiment to proactively address churn and boost loyalty.
Personalized Offers & Cross-Sell
Identify next-best financial products or policies based on transaction history and risk profiles, increasing wallet share.
Branch & Channel Optimization
Assess branch performance, digital adoption, and self-service usage to optimize channel strategy and align resources.
Credit Risk Analysis:
Use automated machine learning to predict and score credit risk, then operationalize those insights to reduce defaults.
Fraud Detection & Prevention:
Spot anomalous transactions or suspicious patterns in near real-time. Quickly act on red flags to mitigate financial losses.
Claims & Billing (Insurance)
Pinpoint drivers of claims denials or delays, optimize billing workflows, and improve customer satisfaction.
Product & Pricing Optimization:
Evaluate loan/pricing scenarios, measure profitability, and fine-tune offerings to align with customer demand and market shifts.
Portfolio Performance & Risk Analytics:
Empower your team to optimize returns and manage risk for each client with easy-to-use analytics. Measure performance, risk, style, and characteristics across multiple portfolios and asset classes.
Loan & Deposit Portfolio Analysis:
Track growth, delinquency rates, and profitability by product type or segment. Quickly identify underperforming portfolios or new lending opportunities.
Revolutionize Financial Analytics with AI-Driven Intelligence
Leverage AI to unify financial data, gain deep performance insights, and optimize decision-making across risk management, forecasting, and strategic planning.
Consolidate Critical Data Sources for Near Real-Time, AI-driven Insights
By uniting your CRM, product analytics, marketing data, and more, you gain a complete, AI-driven view of your software and technology business—letting you rapidly understand usage trends, reduce churn, and accelerate revenue growth.
Unleash the full power of data
to insights
Breakthrough Ideas, Right at Your Fingertips
Dig into our latest guides, webinars, whitepapers, and best practices that help you leverage data for tangible, scalable results.
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10 Battle Scars from Building Agentic AI Analytics
This blog dives into the practical challenges (“battle scars”) encountered while moving agentic AI analytics from demo to production. Covering real-world engineering and product lessons, it highlights pitfalls like ambiguous language, mismatched definitions, performance tail‑latency, lack of observability, and unreliable multi‑step logic. For each scar, it provides strategies—governed semantics, demander/validator separation, deterministic planning, explicit feedback loops, and transparency—that help build robust, trustworthy analytics agents at enterprise scale. If you’re rolling out AI analytics agents, these lessons can help you avoid common traps and ship with confidence.
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Beyond Toy Demos: How Tellius Makes AI Analytics Work at Enterprise Scale
Many AI-analytics demos promise magic: impressive visuals, slick dashboards, and smooth interactions. But in real business settings, those polished demos often break down. This post pulls back the curtain and explains what it really takes to make AI analytics work at enterprise scale. You'll learn about: Building agentic architecture that supports complex queries and multi-step insights Ensuring reliability with intent parsing, root cause detection, and strong validation layers Managing data quality, security, and governance so insights can be trusted Scaling models, visualizations, and workflows to support thousands of users and billions of rows of data If you're evaluating AI analytics tools or planning your own build, this is your guide to separating real capabilities from toy demos and focusing on what drives measurable performance.
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From Metrics to Meaning: The Evolution of the Semantic Layer in the Age of Agentic AI
In the age of agentic AI, analytics is no longer about isolated metrics—it’s about meaningful context. This blog explores how semantic layers act as the vital bridge between raw data and business insights, empowering AI agents to deliver accurate, traceable, and intelligent outcomes. See how well-defined business logic, trusted definitions, and knowledge graphs form the foundation for autonomous, explainable, and decision-ready AI. Discover why in a world of intelligent agents, metrics alone fall short—and why semantic evolution matters now more than ever.
Tellius 5.3: Beyond Q&A—Your Most Complex Business Questions Made Easy with AI
Skip the theoretical AI discussions. Get a practical look at what becomes possible when you move beyond basic natural language queries to true data conversations.
Tellius 5.2: Conversational AI for Analytics, Done Right
Tellius 5.2 introduces an adaptive conversational interface with feedback and learnings, enabling two-way dialogue with your cloud-scale data in natural language.
The Pelmorex AI-Driven Analytics Journey
Discover how AI analytics is revolutionizing data-driven decision-making at Pelmorex, a global leader in weather and climate analytics.
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Tellius AI Agents: Driving Real Analysis, Action, + Enterprise Intelligence
Tellius AI Agents transform business intelligence with dedicated AI squads that automate complex analysis workflows without coding. Join our April 17th webinar to discover how these agents can 100x enterprise productivity by turning questions into actionable insights, adapting to your unique business processes, and driving decisions with trustworthy, explainable intelligence.
Snowflake Summit 2023
Tellius is a Green Circle sponsor at Snowflake Summit 2023. Hear how eBay is is taking self-service data exploration to the next level. Stop by Booth 1751 to win some great prizes.
