Oracle Financial Services Data Intelligence
Turn existing financial services data into decision-ready customer and treasury intelligence. Oracle Financial Services Data Intelligence is purpose-built for CFOs and finance, treasury, and business teams that need faster answers from complex financial data and analytics outputs. It combines financial services–specific analytics-ready data models, prebuilt customer and treasury analytics, and AI-assisted insight discovery to help users understand what changed, why it changed, and where to act. Financial Services Data Intelligence allows financial institutions to build on their existing Oracle Financial Services and third-party data and analytics investments, providing a flexible path to modern analytics without requiring the immediate replacement of existing systems.
Turn financial services data into intelligence that helps leaders act.
Explore the capabilities of Oracle Financial Services Data Intelligence
Purpose-built customer and treasury intelligence, grounded in financial services data and amplified by AI.
Analytics-ready data models
Organize curated data around financial services business outcomes with prebuilt, business-oriented analytics-ready data models.
Prebuilt business content
Use prebuilt pipelines, semantic mappings, KPIs, dashboards, reports, and financial services use cases instead of designing each analytical domain from scratch.
Business-ready context
A shared analytics model and semantic layer provide consistent financial services definitions and context for business consumption and AI-assisted exploration.
Ask business questions
Use Oracle Analytics AI Assistant to explore curated financial services data in natural language and investigate profitability, customer, treasury, and performance questions.
Surface what matters
Use Auto Insights to surface trends, relationships, anomalies, and business drivers that may require attention.
Move from insight to action
AI-assisted exploration helps users move from what happened to why it happened to where further analysis or action may be needed.
Customer profitability and performance
Analyze profitability and performance across customers, products, segments, geographies, and counterparties.
Customer and segment intelligence
Explore segmentation, engagement, acquisition, retention, portfolio health, and behavioral signals through prebuilt financial services use cases.
Profitability-driven growth
Identify profitability drivers, value-creating relationships, and areas requiring attention to help inform pricing, portfolio, acquisition, and retention decisions.
Liquidity and funding intelligence
Analyze liquidity positions, funding concentration and costs, cash flow behavior, and related treasury measures through purpose-built analytics.
Interest rate and balance sheet analysis
Assess interest rate sensitivity, scenarios, market value exposure, maturity mismatches, and balance sheet dynamics.
Treasury decision support
Connect liquidity, funding, margin, interest rate, and balance sheet insights to support informed treasury and finance decisions.
Bring your existing data
Bring curated data and analytics outputs from Oracle Financial Services applications, existing environments, and third-party sources into Financial Services Data Intelligence for supported use cases.
Extend existing investments
Adopt focused analytics use cases while continuing to use established Oracle Financial Services and third-party data and analytics investments.
AI-ready foundation
Financial Services Data Intelligence provides a foundation of curated data and business context for Oracle Analytics AI Assistant and future agentic AI applications.
Why choose Oracle Financial Services Data Intelligence?
Turn financial services data into business-ready intelligence to support faster, more informed decisions.
Oracle Financial Services Data Intelligence solutions
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Customer analytics
Turn customer data into profitability-driven insights
Oracle Financial Services Data Intelligence Customer Analytics brings together customer, profitability, performance, behavioral, and risk-related data to help business and finance leaders understand which customers, products, segments, and markets are driving value. Oracle Analytics AI Assistant and Auto Insights help teams investigate the drivers behind changing performance.
Benefits
- Gain deeper insight into customer, product, segment, and geographic profitability.
- Identify profitability drivers and areas where performance requires attention.
- Explore customer segmentation, engagement, acquisition, retention, and portfolio health.
- Use Oracle Analytics AI Assistant and Auto Insights to uncover trends, patterns, and anomalies.
- Start with prebuilt financial services use cases and business-ready analytics.
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Treasury analytics
Turn treasury data into connected decision intelligence
Oracle Financial Services Data Intelligence Treasury Analytics brings liquidity, funding, interest rate sensitivity, cash flow, asset liability management (ALM), funds transfer pricing (FTP), margin, and balance sheet perspectives together to help finance and treasury leaders understand exposures, investigate drivers, and evaluate trade-offs using AI-assisted exploration.
Benefits
- Analyze liquidity positions, cash flow behavior, and funding concentration.
- Assess interest rate sensitivity and balance sheet exposures.
- Explore funding costs, margin dynamics, and maturity mismatches.
- Use Oracle Analytics AI Assistant and Auto Insights to identify trends, anomalies, and drivers.
- Start with prebuilt treasury use cases for liquidity, funding, and balance sheet analysis.
Oracle Financial Services Data Intelligence FAQ
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Customer analytics
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Treasury analytics
