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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Unstructured Data Analytics for Pharma: Why Your Richest Intelligence Never Gets Used
Pharma’s most valuable insights live in unstructured content (CRM call notes, MSL interaction reports, payer meeting summaries, slide decks, emails/PDFs), but they rarely get analyzed at scale—so teams end up relying on skims and anecdotes; it then explains how Tellius uses AI agents to connect to those sources, extract entities (products, competitors, objections, sentiment), cluster recurring themes, and answer natural-language questions with supporting citations, highlighting a biotech example where analyzing 15,000+ MSL reports helped surface competitive signals faster and cut manual synthesis from weeks to same day.
Why Did Market Share Decline? The Decomposition Analysis Most Teams Get Wrong
Most CPG teams can see that market share moved, but not why—because they rely on slow, manual “share analysis” that stops at charts instead of diagnosis. The blog explains how proper market share decomposition should break a change into concrete drivers (distribution, velocity, price/mix, and competitive moves) at retailer, region, and segment level, instead of confusing simple correlations or national averages with true attribution. It shows how AI automates the hard parts—data integration, baseline modeling, and competitive tracking—so brand managers can ask “Why did share drop at Kroger last month?” and instantly see quantified drivers and recommended actions. With this always-on decomposition, teams move from week-long investigations and stale insights to fast, retailer-specific decisions that actually recover and grow share.
How Agentic Analytics Automates Executive Reporting
AI-powered narrative generation turns variance analysis into board-ready CFO commentary in seconds instead of days. The blog shows how agentic analytics monitors performance continuously, decomposes variances, and auto-writes tailored summaries for executives, business partners, and the board—while keeping every sentence traceable to source data. Finance leaders still own the judgment and messaging, but they reclaim close-week time by automating the repetitive “what happened and why” part of reporting.
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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.