Power BI for financial services
Power BI gives financial services firms governed regulatory, risk and performance reporting they can stand behind. Veratas delivers it with the security, lineage and audit controls that regulated data demands.
Reporting under regulatory and audit pressure
In financial services, a number is only useful if you can show exactly where it came from.
Banks, insurers and asset managers report to regulators, boards and auditors, often on the same underlying data. Core banking, policy administration, trading and finance systems each hold part of the position, and reconciling them is a recurring strain. Manual reporting introduces key person risk and version conflicts, and leaves little evidence of how a figure was produced.
Power BI provides a controlled reporting layer over those sources. A governed semantic model defines exposures, provisions, capital and performance measures once, with agreed calculation logic, so risk, finance and the front office work from the same figures. Direct Lake on Microsoft Fabric lets large datasets be reported without slow imports, which matters when positions move daily.
Regulated data raises the bar for control. Reporting must be governed by entity, desk and geography, access must be auditable, and the lineage from source to report must be demonstrable to an auditor. Veratas builds those controls in: row level security, classification and lineage through Microsoft Purview, and a clear record of every definition.
Where Power BI supports financial services firms
The reporting demands regulated firms ask us to address first.
Regulatory and statutory reporting
Produce consistent regulatory submissions and board returns from one governed model, with paginated reports for fixed format outputs and a clear audit trail behind every figure.
Risk and exposure reporting
Bring credit, market and operational risk data into governed dashboards so risk teams monitor exposures, limits and breaches against agreed definitions rather than reconciled spreadsheets.
Finance and performance
Report profitability, cost and capital across business lines, with finance and the front office reading from one semantic model so management figures are not in dispute.
Row-level security and access control
Restrict reporting by legal entity, desk, branch or region so each user sees only their permitted scope, while group functions retain a consolidated view of the whole firm.
Audit, lineage and controls
Use Microsoft Purview to classify sensitive data and evidence lineage from source to report, so audit and compliance can trace any number to its origin.
How Veratas delivers Power BI for financial services
A delivery approach built for regulated, audited reporting.
Define reporting and control requirements
We work with risk, finance and compliance to confirm regulatory and management reporting needs, calculation rules, and the access and audit controls the platform must enforce.
Engineer a governed data foundation
We model core banking, policy, trading and finance data in Microsoft Fabric, using Direct Lake for large datasets, with lineage captured so every measure is traceable.
Build secured dashboards and paginated reports
We design role based dashboards for risk and finance and paginated reports for regulatory and board outputs, all reading from one controlled semantic model.
Apply security, audit and support
We configure row level security, classify data and audit access through Microsoft Purview, size capacity, and hand over or run the platform under a managed service from our ISO 27001 accredited practice.
FAQ
Frequently asked questions
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Reporting you can evidence
Talk to Veratas about a Power BI deployment that gives risk, finance and compliance governed reporting with full lineage and audit, under one accountable team.