Microsoft, data and AI for financial services
We help banks, insurers and capital markets firms bring risk, finance and customer data onto one governed Microsoft platform, so regulatory reporting is faster and the numbers hold up to scrutiny.
The data problem in financial services
Financial services firms carry decades of core banking, policy and trading systems, with risk, finance and customer data spread across all of them.
Regulatory reporting for the FCA, FINRA, Basel and SOC 2 then has to be assembled by hand, reconciled late, and defended when the regulator asks how a number was produced.
Meanwhile the business wants a live view of risk, exposure and customer value that the underlying systems were never designed to give.
Veratas brings these sources together on Microsoft Fabric and Azure, with Microsoft Purview tracking lineage end to end, so reporting is faster and every figure is traceable to its source.
How Veratas helps financial services
From a single regulatory dashboard to a full risk and finance data platform, we deliver the Microsoft stack the way regulated firms need it.
Consolidate risk and finance data
One governed platform on Microsoft Fabric for risk, finance, treasury and customer data, replacing spreadsheets and point to point extracts.
Report with confidence
Power BI on Direct Lake for regulatory, risk and finance reporting, with the same numbers across the front office, finance and the board.
Prove every number
Microsoft Purview for lineage, cataloguing and access control, so you can show a regulator exactly how a figure was calculated.
Secure by design
Azure landing zones with encryption, private networking and role based access built to SOC 2 and financial sector expectations.
Build toward AI
Clean, governed data that is ready for Copilot and machine learning on fraud, risk and customer analytics, once the foundation is right.
How Veratas delivers for financial services
A controlled engagement that respects the risk and change requirements of a regulated firm.
Assess the data and control estate
We map your core systems, risk and finance data, reporting obligations and controls, then agree the target architecture and priorities.
Design the secure platform
We design the Azure and Fabric platform, the governance model in Microsoft Purview, and the security controls your risk and compliance teams need to sign off.
Build and reconcile
We build the pipelines and models, migrate data, and reconcile outputs against your current reports so the business can trust the switch.
Run and evidence
We provide managed support and keep lineage and controls current, so reporting stays fast and audit ready as regulations change.
Financial services solutions
The capabilities behind this work, each with its own detail.
Azure for financial services
Secure, compliant cloud foundations for regulated financial workloads.
Microsoft Fabric for financial services
One governed platform for risk, finance and customer data.
Power BI for financial services
Regulatory, risk and finance reporting on a single version of the numbers.
Data engineering for financial services
Reliable pipelines that bring core system data together for analytics.
FAQ
Frequently asked questions
Common questions from financial services teams
Yes. We build the data platform and controls so regulatory reporting is repeatable and traceable, with Microsoft Purview recording how each figure is produced for audit and regulator review.
We use Azure landing zones with encryption, private networking, role based access and the data residency your jurisdiction requires, designed with your security and compliance teams.
No. We bring data from your existing core systems onto Microsoft Fabric for reporting and analytics, without a rip and replace of the systems of record.
Yes. Once risk, transaction and customer data is governed in one place, it is ready for Power BI, machine learning and Copilot scenarios on fraud, credit and market risk.
Let's talk about your financial services data
Tell us where reporting, risk or regulatory pressure is hurting, and we will map the Microsoft path to fix it.