Financial Services

Start receiving better business insights from your data and invest more of your time in value-added analysis to drive business success.

"HVaudit has recovered millions of dollars for its clients and has vastly improved clients' overall business efficiency and effectiveness"
- Tim Hungerford, President, Hungerford Vinton LLC

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Accurate Audits and Prevent Fraudulent Payouts

Audit data arrives in PDF and text-based reports from clients and 3rd party systems, making audits painstakingly slow and untrustworthy. Altair automates the extraction of complex data so auditors spend less time preparing information, have more confidence in their evaluations, ensure better identify fraud and recover more money for their clients.

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Automate Reconciliation to Improve Forecasting

Manual reconciliations lead to the creation of inaccurate financial reports that are used in forecasting and decision-making both internally and for clients. Leveraging a repeatable workflow that minimizes human interaction across the enterprise and automates reconciliations ensures on-time, trustworthy reporting and forecasting.

Whitnell Case Study
Bank Teller Reconciliation Video
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Optimized Loan and Mortgage Servicing

Loan and mortgage servicing systems create large text-based reports that are near-impossible to turn into usable data. Slow and error-prone manual work to extract this data creates a backlog of inaccurate reporting for clients. With Altair, The extraction and preparation of this valuable information can be fully automated. Loan officers simultaneously eliminate data access fees and accelerate client reporting, saving time and improving customer satisfaction.

Mortgage Data Suite Datasheet
Fairway Independent Mortgage Testimonial
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Credit Origination

Financial services struggle to model risk accurately, transparently and in regulatory compliance. This can be especially challenging when trying to determine who might expose risk to the business when offering lines of credit to existing or new applicants. With Altair, the ability to score applicants of risk-based products or creating a predictive scoring of credit line increase or authorization requests can help financial service organizations better understand who might be at greater risk to default on credit loans. With this knowledge better collection approaches and deployment strategies for clients in arrears can be leveraged.

Using Scorecards to Minimize Risk and Increase Revenue
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Financial Marketing Analytics

Marketing teams are often challenged to predict the propensity of how customers will respond to their campaigns. Several distinct and vastly different datasets are required to tailor a successful marketing campaigns that may focus on product cross-sell and up-sell, or on new customer acquisition. Altair removes much of the complexity of developing a campaign by automating and repeating processes used to build out predictive models that show the probability of success. Testing scenarios against changes in controlled, and uncontrolled variables, enables marketing campaigns to deploy a strategy that reaches the right audience, with the right message, using the right channel.

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Financial Services customers also use us for:

  • Extracting Data from PDF & Text-Based Reports
  • Banking
  • Insurance
  • Capital Markets
  • Visualization For Streaming Data

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