Question 1

Do you have experience with OCC and Fed reviews?

Accepted Answer

Yes. We have shipped regulatory reporting and risk analytics work that has been reviewed by federal examiners. We do not represent clients to regulators; we build the data layer that regulators can defend.

Question 2

How do you handle MNPI segmentation in BI?

Accepted Answer

Information barriers at the warehouse layer (RBAC, row-level filters) plus workspace partitioning in Power BI or Tableau. Compliance reviews the access controls before any new user is provisioned.

Question 3

What does a financial services BI engagement cost?

Accepted Answer

4-week current-state assessment then a 16-to-26-week phased build. Most engagements land at $220,000 to $640,000 for phase one. Banks and large insurers run higher than fintechs.

Question 4

Do you use Tableau, Power BI, or both?

Accepted Answer

Both. We are Tableau-certified and Power BI-certified, and we work with whichever tool the client already has invested in. For greenfield builds we discuss the choice on the merits; most decisions come down to existing tool investment and team skills.

Question 5

How is this different from a typical BI consulting firm?

Accepted Answer

Senior-led delivery (no junior consultants two years out of college on the SOW), fixed-price engagements (no hourly billing), and a metric-layer-first methodology that focuses on what your leadership team needs to trust the numbers.