Data and Analytics

EEI has extensive experience and in-depth knowledge of the markets. By combining our services and software, EEI creates custom deliverables to achieve our client’s objectives.

Data and Analytics

Consumers have long desired greater control over their finances. Firms want a holistic understanding of clients to determine how they can become a premier provider. The economic turbulence over the last 7 years has only heightened the need for improved monitoring and management of client finances. Clients are focused on their financial goals and are loyal to the financial institution that can help them achieve their goals. To attract and retain clients, a firm must have access to secure, real time data across a spectrum of internal and external sources in a consistent format integrated to their clients’ financial management system of choice.

EEI has extensive experience and a broad set of practice capabilities in Enterprise Data Management, Data Architecture and Governance, Client Reporting, Data Analytics, Business Intelligence and Systems Integration.

We offer industry specific business knowledge together with analytical and project management skills to quickly and successfully complete initiatives in data extraction and transformation, database design and performance tuning to ensure efficient access and distribution of large data sets. Some areas that we focus on

  • Frictionless sharing of data across the enterprise
  • Performance: Develop goals across the enterprise and evaluate results through visibility of actual performance
  • Financial Transparency: Provide access to financial data that is needed to establish performance and accountability
  • Decision Support: Provide information to executives to increase the timing and effectiveness of decisions
  • Advanced Analytics: Explore massive volumes of data identifying patterns, trends and hidden connections


EEI staff has a strong track record of partnering with financial firms on data initiatives that drive a firms’ profitability. Areas that we have partnered on with clients include

  • Data Strategy, Architecture and Data Modeling
  • Client & Enterprise Reporting – Strategy, Reports, Dashboards
  • Performance & Service Level Metrics
  • Operations and IT Metrics
  • Business Intelligence and Analytics
  • Database & Data Warehouse Strategy and Optimization
  • Regulatory / Compliance Reporting