Financial services invests in pre-sale data overhaul

Picture this...

You’re a financial services firm growing significantly from a series of bolt-on acquisitions. But because of those acquisitions your data (transactional, operational, and financial) lives in disparate systems. So, it’s a complicated process to compile consistent and actionable data. Now, you’re preparing for a sale and you need to untangle the web.

You turn to Accordion.

We use PowerBI and data analytics to streamline data aggregation and analysis into a data cube that can manipulate and slice revenue and gross margin for potential buyers. We also:​

• Assist in executing ad-hoc analyses for potential buyers.​
• Create tools to clean data and streamline aggregation, pulling meaningful information from unstructured data files and disparate reports into one source.​
• Develop yearly budget and forecasts with flexible drivers to easily run various scenarios.​
• Work with IT to develop data model requirements and map critical sources and interdependencies to migrate the PowerBI model to an SQL and implement real-time reporting improvements.

Your value is enhanced.

You’ve made the complicated uncomplicated. You have transitioned to a robust data model, giving you insights on segment revenue and margin trends down to salesperson-level details. You now have the ability to monitor industry-specific KPIs and produce timely, granular, and accurate reports. More important, you’re now more ready for an effective and profitable exit process.