Transforming FinTech Insights with Data-Driven Power BI Dashboards
We helped a FinTech scale-up automate data processing, consolidate fragmented financial datasets, and deliver interactive Power BI dashboards for faster, actionable insights.
Client Feedback
“Exceptional expertise in Power BI, data modeling, and data processing, quickly understanding our complex financial datasets. The dashboards significantly improved our reporting efficiency and accuracy. Communication was clear and timely throughout the project, and every milestone was met with professionalism and attention to detail.”
Mozaic
Financial Technology / B2BThe Challenge
Mozaic’s financial data was scattered across SQL databases and spreadsheets, inconsistent in format, and required extensive manual consolidation. Reporting was slow, error-prone, and limited in interactivity, preventing timely business decisions.
Key Pain Points:
- Fragmented data sources across multiple systems
- Inconsistent, incomplete, and unclean data requiring preprocessing
- Manual reporting consuming days per cycle
- Static dashboards with limited interactivity
- High risk of errors due to manual consolidation
Why EndSpec
Our expertise in both advanced data processing and Power BI development enabled us to transform complex financial datasets into clean, actionable insights and interactive dashboards, delivering high accuracy, scalability, and faster decision-making for stakeholders.
The Solution
We implemented an end-to-end Power BI solution that automated data extraction, transformation, and cleansing, developed optimized data models, and delivered intuitive dashboards tailored to stakeholders’ needs. Embedded visuals and interactive features enhanced usability and decision-making.
Implementation Phases:
Data Discovery & Modeling
Analyzed all data sources, identified inconsistencies, and built star-schema models to ensure performance, scalability, and accurate reporting.
10 daysData Transformation & Cleaning
Used Power Query and SQL to consolidate, clean, and standardize raw data, ensuring accuracy across all reporting sources.
12 daysDAX Measures & Calculations
Developed complex DAX formulas to calculate key KPIs, financial metrics, and trends, enabling real-time, automated insights.
10 daysDashboard & Custom Visual Development
Created interactive dashboards with drill-through capabilities and embedded custom visuals, empowering stakeholders to explore data dynamically.
15 daysEmbedded Solutions & QA
Integrated dashboards into internal portals, validated all data and calculations, and trained users on self-service analytics.
13 daysTechnology Stack:
Results
By automating data processing and developing interactive dashboards, we reduced reporting time from days to minutes, improved data accuracy, and provided stakeholders with actionable insights for faster, confident decisions.
| Metric | Before | After | Improvement |
|---|---|---|---|
| Reporting cycle time | 3-5 days per report | Minutes per report | Dramatic efficiency gain |
| Manual data consolidation | Required daily analyst effort | Fully automated with data preprocessing | Freed analysts for higher-value tasks |
| Stakeholder visibility | Limited static reports | 15 interactive dashboards with drill-through capabilities | Improved decision-making speed and accuracy |
| Data accuracy | Errors due to manual consolidation | 100% validated through automated processing and modeling | Reliable, actionable insights |
What's Next
The client plans to expand dashboards with predictive analytics and machine learning integrations, further enhancing financial forecasting and decision-making capabilities.
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