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.
Market Access Analytics for Pharma: Detect Payer Changes Before TRx Falls
This blog explains how AI-powered market access analytics helps pharma teams spot payer policy changes—formulary shifts, new PA requirements, and tier moves—within days instead of waiting 60–90 days for claims reports. By combining a pharma-native semantic layer, data federation across formulary, claims, hub, and specialty pharmacy sources, and agentic analytics, the platform automatically investigates access issues, quantifies TRx impact, and delivers finished decks and models. The result is earlier detection, faster performance diagnosis, and field activation while there’s still time to protect scripts and pull through new access wins.
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Pharma Incentive Compensation Analytics: Why Reps Build Shadow Spreadsheets and How AI Fixes It
Pharma incentive compensation analytics adds an intelligence layer on top of existing IC engines (Varicent, Xactly, Excel) so they don’t just calculate payouts, but actually explain them. The post dives into why reps build shadow spreadsheets—geographic inequity, data gaps, opaque plans, and risky Excel processes—and how AI + a semantic layer + conversational access + agentic workflows can investigate payout variance, monitor fairness, simulate plan changes, and catch data issues before statements go out. It also outlines practical use cases (automated variance investigation, fairness monitoring, scenario planning, data validation, plan simulation), a phased 9–13 month implementation approach, and the ROI metrics that show reduced disputes, faster resolution times, and higher rep trust.
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AI for Next Best Action in Pharma: Why Most Programs Fail (And What Actually Works)
Most pharma next-best-action programs promise AI-driven guidance for reps, but fall apart on bad data, missing context, and black-box models. This post breaks down why traditional NBA efforts stall, and what’s actually working: analytics-ready data products, a semantic layer that understands pharma metrics and entities, identity resolution to kill “ghost” HCPs, and agentic analytics that can investigate, validate, and recommend real next-best actions across HCP targeting, territory fairness, coaching, and omnichannel orchestration.
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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.
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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.
PMSA Fall Symposium 2025 in Boston
Join Tellius at PMSA Oct 2–3 for two can’t-miss sessions: Regeneron on how they’re scaling GenAI across the pharma brand lifecycle, and a hands-on workshop on AI Agents for sales, HCP targeting, and access wins. Discover how AI-powered analytics drives commercial success.