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Case studies · Financial Services

Financial Services case studies

Every nexwave engagement we can point to in Financial Services: what was wrong, what we built with them, and what changed.

Published work

    • Financial Services
    • Delivered

    24 daysfrom assessment to Microsoft Fabric running in production

    Data

    Advisory network reporting

    Took a national advisory network from legacy warehouse extracts to a governed Microsoft Fabric platform running in production in 24 days, then built the board and investor reporting on top of it.

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    • Financial Services
    • Delivered

    8 monthsfrom programme start to completed handover

    AI · Data · AI at Work · Intelligent Operations

    Premium funding platform

    Set the data strategy for a private equity group, then merged an insurance premium funding business and its two brands onto one governed Microsoft Fabric platform in 8 months, with four AI use cases live behind it.

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    • Financial Services
    • Delivered

    254 decisionsevidenced technology decisions, on one live register

    Data · AI at Work

    Advice group strategy

    Took the fractional chief technology and transformation officer seat at an advice and private wealth group, wrote two group strategies, and put 254 evidenced decisions on one live register behind the board recommendations.

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    • Financial Services
    • In progress

    20%of contact centre effort in manual skip tracing, what the build targets

    AI · Data · AI at Work

    Receivables customer graph

    Raised a receivables business's Power BI semantic models to a standard Microsoft Copilot can safely answer from, proved a no migration path onto Microsoft Fabric, and is now building the customer graph behind manual skip tracing.

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