FinanciaL

Industry Solutions

Unlock the power of data-driven operations​.

RXA has worked with companies in the financial industry on a variety of projects to utilize their data to the fullest potential.

Gauge performance​

Create dashboards that act as the single source of truth for performance and KPI reporting to better understand business performance​.

Efficiently reach the consumer​

Improve marketing spend effectiveness, identify new media channels, and quickly diagnose consumer sentiment​.

Optimize business actions​

Build accurate forecasts to better understand consumer behavior and inform the best action to take next on an individual basis​.

How Jackson created a single source of truth​

Unified data sets (sales data, mapping file, goals data)​

Created single source of truth​

Enabled users to understand performance​

Provided quick insights into operations​

Jackson’s sales data was sitting in several disparate locations throughout the company and employees were unable to meaningfully interact with the data. RXA’s BI Consulting team built 5 interactive dashboard views in Tableau, aggregating all data sources into a single source of truth and providing full drill down capabilities into different dimensions of the company.​

Reverse Mortgage Lender

Media Optimization

Reverse Mortgage Funding was looking to improve marketing spend effectiveness. RXA’s Media Optimization team developed a Marketing Mix Model (MMM) to determine the impact of media spend on revenue and the interdependencies of media channels. ​


90% increase in performance of incremental media spend​


Identified additional channel clusters with lower cost and bigger impact​

Collections Management

ETL & AI / BI Consulting

How a collections agency cowrote the patent to a new product​

A collection agency needed an automated way to pull information about an individual and determine the next best action in the collections process. RXA’s AI Consulting team worked with the company to build a custom product to service their needs. The backend software automatically connects to data via an API, analyzes data points with a customized machine learning algorithm, and outputs next best steps for that individual. The software was productized with a best-in-class front end user experience that the company can now sell to their members.​


White labeled product​


Cowrote a patent​


New revenue stream

Debt Settlement

AI / BI Consulting

How GRT Financial leverage AI to create accurate forecasts​

GRT Financial leveraged RXA’s AI Kickstart Solution to developed and deploy a custom data science tool to predict client repayment of debt. The tool lead significant revenue growth via an expanded portfolio with AI/ML forecasting allowing them to mitigate risk.​


Customized forecasting solution developed​


3-times better forecasting results that continue to improve​

Ready to get started?