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Se ahorraron cientos de horas de procesos manuales al predecir la audiencia de juegos al usar el motor de flujo de datos automatizado de Domo.

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DOMO PARA SERVICIOS FINANCIEROS

Habilite una empresa de servicios financieros verdaderamente conectada.

Proporcione a su empresa datos para adquirir nuevos clientes, ayudar a aumentar las carteras y ofrecer un servicio de atención al cliente de primera clase.

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Eche un vistazo más de cerca a Domo for Financial Services

Los líderes de servicios financieros de todo el mundo confían en Domo para obtener resultados.

Resuelva los desafíos empresariales en toda la cadena de valor de los servicios financieros.

Dashboard showing customer churn and propensity analysis with a donut chart of churn cohorts and a bar graph of churn rate by month, plus risk categories with counts and percentage changes: Low Risk 2.2K down 14.8%, Medium Risk 570 up 9.2%, High Risk 678 up 10.0%, Immed. Interv. 98 up 2%.

Unify all your data

  • Bring together 1,000+ data sources into a single, trusted view so finance teams can move from spreadsheets to real-time dashboards.
  • Connect banking, loan, customer, and operational data.
  • Eliminate silos across departments and systems.
  • Give executives and analysts one source of truth for decisions.
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Automate finance workflows

  • Replace manual reporting and repetitive tasks with AI-powered automation and alerts.
  • Automate recurring finance reports and close processes.
  • Use AI agents to flag anomalies and risks automatically.
  • Free up teams to focus on strategic analysis, not manual work.
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Gain full transparency

  • Track profitability, risk, and performance across the organization in real time.
  • Monitor loan portfolios, fraud risk, and customer churn at a glance.
  • Drill into metrics instantly—no IT request needed.
  • Use visual dashboards to share performance with stakeholders.
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Align teams with shared insights

  • Break down silos by making financial data accessible and actionable across the business.
  • Share dashboards with leadership, risk, and compliance teams.
  • Securely control access by role.
  • Enable everyone to act on the same real-time insights.
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Boost performance with AI agents

  • Apply predictive analytics and automation to get ahead of risks and opportunities.
  • Forecast funding needs with loan analytics.
  • Spot fraud earlier with digital banking analytics.
  • Use AI agents to recommend actions and automate workflows.

Learn how Domo helps financial services teams use data and AI to drive smarter decisions.

Boost profitability with customer data insights

Use real-time analytics to improve retention, personalize experiences, and grow account value.

Explore customer analytics ↓

Reduce fraud risk with AI-powered monitoring

Detect suspicious activity early with automated alerts and predictive analysis.


See fraud prevention in action ↓

Spot credit default risks faster

Analyze loan and credit portfolios to reduce exposure and protect revenue.


Dive into credit risk analysis ↓

Maximize profitability with enriched customer insights.

Find customer insights to increase loyalty and retention.

Provide a consistent customer experience. Use real-time data to personalize every interaction and improve retention.

Empower data-driven decisions. Break down silos with Domo’s unified data platform and share insights securely across teams.

Eliminate inefficiencies across departments. Integrate customer data from 1,000+ sources into one AI-powered dashboard for a single source of truth.

Grow responsibly. Monitor opportunities and risks with predictive analytics to guide smarter, sustainable growth.

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Assess fraud risk.

Measure and mitigate fraud risk with AI-powered analytics to cut prevention costs.

Monitor fraud across channels. Detect threats early with cross-channel data analysis and predictive models.

Eliminate data silos. Combine data from all systems into one platform to uncover and reduce fraud risk.

Lower fraud costs. Use AI-powered fraud assessment techniques to minimize financial losses.

Stay ahead with proactive alerts. Get real-time insights and automated notifications to identify risks before they escalate.

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Analyze default risk for credit portfolios.

Use loan and customer data to spot potential defaults early and reduce exposure.

Ensure consistent results. Standardize loan risk models with integrated, AI-powered analytics.

Streamline data management. See customer and loan data in a single Domo platform for faster, more accurate risk assessment.

Deliver actionable insights at every stage. Track risk exposure with predictive dashboards and real-time visualizations.

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Get AI-powered banking analytics.

Use data from retail, loan, and digital banking channels to reduce risk, improve customer experiences, and drive growth.

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Optimize loan performance.

Apply predictive loan analytics to forecast funding needs, assess credit risk, and manage portfolios more effectively.

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Improve retail banking outcomes.

Track profitability, deposits, and customer retention across branches in real time.

Enhance digital experiences.

Use AI-powered digital banking analytics to detect fraud, personalize interactions, and improve online engagement.

Unify banking data.

Integrate all sources into one Domo platform for a complete, real-time view of customers and portfolios.

"What stood out about Domo was its ability to let everyone in the business learn from the data in dashboards that they could design by themselves."
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Derek White
Global Head of Customer Solutions
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"Domo’s dashboards provide complete visibility to all our stakeholders in a self-serve way. All our marketers now have transparency into all our campaigns so they can learn from each other and share best practices.”
Ferren Wang
Senior Consultant for Marketing Performance Management
“You can’t exaggerate how much Domo helped not only increase our data coverage, but our understanding of it. People in our organization are now so comfortable using data on a daily basis.”
Sophie Shawdon
Senior Data Analyst
“I use Domo on a daily basis to manage my direct reports, along with measuring the success of the business. Domo brings all the data together and visualizes the risk points, so we don’t have to spend an inordinate amount of time going into tons of spreadsheets."
Sean Rathjen
CEO
“We had another provider offer to sell a data package that would break down our debit card transactions. This service would have cost $105,000, but we had already built something like it in Domo.”
Jon Wages
Senior Data Advisor
“The impact Domo has had across our business is immeasurable. Giving every single department the ability to use Domo to manage employee capacity, forecast revenue, and understand trends has really moved the needle for us as an organization.”
Richard Salinas
COO