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Wrangling Data in Financial Services and Insurance

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Financial Services White Paper

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Royal Bank of Scotland Customer Case Study

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Six Steps of Wrangling Insurance Data

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Financial Services Solution Brief

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Wrangling Data in Financial Services

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Knowledgents Tekathon Using Trifacta

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Empowering Financial Services Organizations to Drive Innovation with Data

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Utilize data as your competitive advantage

Today’s banks and insurance companies are navigating new challenges—regulatory change, new competition from FinTech, increased customer expectations—and are turning to data to develop smarter, more efficient solutions.

But all too often, this data lives in various silos across the business. And without the ability to connect the dots between data sources, insights go undiscovered.

With Trifacta, data is at the user’s fingertips. Trifacta’s data wrangling software was built to combine, enrich, and standardize a variety of disparate data in order to give users the best possible analysis downstream.


Improve Underwriting Risk Assessment

Enhance the speed and quality for how your agents identify and price risk for potential insurers. With Trifacta, risk analysts can more flexibly bring together diverse policy and claims data in half-the-time of manual excel or code-driven approaches.”

Trifacta for Insurance Claims Analytics Demo
Insurance Claims Analytics Solution Brief
Actuaries and Data Overload: An Insurance Use Case
Data Wrangling for Insurance
6 Steps of Wrangling Insurance Data Blog
Data Preparation for Connected Insurance
New York Life Customer Story

Keep Pace with Compliance Regulations

Meeting compliance requires large-scale calculations, agile modifications, and a clear understanding of how and when the data was transformed. Trifacta offers a regulatory toolkit to expedite regulatory reporting, allowing banks to complete requirements with greater efficiency and security.

Read BCBS 239 Solution Brief
Watch Compliance Demo
Read Financial Services Blog
Read Compliance Blog
Watch Nordea Webinar

Execute Advanced Customer Analytics

Gain a true 360º view of your customers by wrangling new, complex data sources—call log, web chat, social media, web interaction data—to serve as the basis of advanced prediction models. Trifacta connects users with the vast amount of customer-generated data across the organization.

Read Royal Bank of Scotland Case Study
Read Customer Analytics Solution Brief

Manage Risk

Whether credit, operational, or market risk, data is at the heart of preemptive risk identification. Trifacta empowers users to explore new and existing data sources to add greater breadth to insights and more quickly expose liabilities.

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Detect Complex Fraud

Protect valuable assets and maintain trust by more quickly detecting unauthorized transactions, mortgage fraud, or money laundering. Improve accuracy by combining multi-structured data from all angles of a transaction to find both internal and external fraud patterns.

Read Solution Brief on Accelerating Fraud Detection

Improve Investment Management

Drive investment management with diverse data sources, such as pensions, contribution records or social network data, for robust and innovative portfolios.

With Trifacta as a partner, we are on our way to building a world-class data capability that will help us better understand and better serve our customers.

Leading financial services businesses trust Trifacta