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Solutions for Financial Services

Leading financial service organizations know that customer satisfaction creates stronger brand loyalty and engagement, the competitive advantage everyone wants. In today's data-driven world, this means providing unique customer experiences and giving clients secure access to their account data—anytime, anywhere, on any device.

We are committed to helping banks, brokerage firms, and wealth management companies implement the fastest and most cost-effective embedded BI and analytics solutions.

We offer organizations cutting-edge technology to modernize existing online customer portals and applications with advanced interactive reporting and seamless analytic functionality. Our open architecture platform with flexible programming adapts to your systems and framework, making your applications more data-driven, while still retaining their original look and feel.     

Financial Data

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Wealth Management

Wealth Management

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Key Benefits of Using BIRT in Your Applications

  • Increase Revenue
    Discover new cross-sell opportunities and target specific customers with automatic tailored suggestions for new products and services.

  • Improve Customer Engagement and Loyalty
    Exceed customer expectations and engage your clients with self-service access to their personal account information, enabling them to work with their data how they want to, when and where they need to—regardless of the device they’re on.

  • Save Time
    Instantly enhance the reporting and analytic capabilities of your existing applications and easily embed new features for your existing customer applications with our powerful integration APIs.

Featured Resources

BIRT iHub White Paper: Testing Throughput, Scalability and Stability

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12 Questions for Providers of Analytics Tools

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All You Need to Know About BIRT iHub F-Type

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Living in a Real-Time World of Customer Engagement: Practical Steps to Success

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Ready to Differentiate Your Customer Experiences?

We'll help you give your customers on-demand access to personalized reports and dashboards with the best data-driven apps imaginable.

Get started today by downloading BIRT products and see first-hand how you can dramatically improve customer satisfaction for your organization. 

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BIRT in your Apps

Featured Customers and Case Studies

TASC Delivers New Customer Service Offering in Record Time, Boosting Satisfaction with the Help of Actuate BIRT

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BIRT Helps Global Financial Services Firm Thrive with Flexible, Customizable Reporting Options

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What Our Customers Are Saying

Actuate Professional Services

Professional Services

We’re here to help financial service organizations create data-driven apps with embedded analytics for their customers as well as their in-house reporting needs. Contact us today to find out how our professional services team gets you started with BIRT to accelerate your success.


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