Expert Microsoft consulting and implementation
Enterprise-grade, SOC 2 compliant Power BI solutions for banks, broker-dealers, asset managers, and financial institutions. From trading analytics and risk modeling to regulatory reporting and fraud detection.
Purpose-built analytics solutions addressing the critical needs of financial institutions: trading intelligence, risk management, fraud prevention, and regulatory compliance.
Real-time trading dashboards with position tracking, P&L attribution, and risk-adjusted performance metrics. Monitor portfolio exposure, sector allocation, and benchmark comparisons across asset classes.
Comprehensive risk dashboards covering credit risk, market risk, operational risk, and liquidity risk. Value-at-Risk (VaR) calculations, stress testing visualization, and counterparty exposure monitoring.
AI-powered fraud detection analytics with transaction anomaly scoring, suspicious activity pattern identification, and real-time alert dashboards. Reduce false positives while catching fraudulent transactions faster.
Automated regulatory report generation for FINRA, SEC, OCC, and CFPB requirements. Dashboards for Basel III/IV capital adequacy, Dodd-Frank compliance, and SOX reporting with full audit trails.
Every Power BI deployment is designed for SOC 2 Type II, PCI-DSS, and GLBA compliance with comprehensive security controls, audit capabilities, and regulatory examination readiness.
Every deployment follows SOC 2 Type II controls with encryption at rest and in transit, access controls, and continuous monitoring.
Granular row-level security ensuring traders, analysts, compliance officers, and executives see only authorized data.
Full audit logging of data access, report views, exports, and modifications for regulatory examination readiness.
Payment card data handled per PCI-DSS standards with tokenization, encryption, and access controls.
Microsoft Purview DLP policies and sensitivity labels prevent unauthorized export of client financial data.
All deployments undergo security review and penetration testing before production release.
Purpose-built features for financial institutions, from real-time market data integration to AI-powered credit scoring and executive board reporting.
Track fee income, net interest margin, and revenue across business lines with drill-down to individual products and clients.
Unified view of client relationships across deposits, lending, investments, and advisory services for relationship managers.
Machine learning models for credit scoring, churn prediction, and next-best-action recommendations embedded directly in Power BI.
Board-ready dashboards with KPI scorecards, strategic initiative tracking, and peer comparison benchmarks.
Streaming market data integration for live pricing, index tracking, and economic indicator monitoring.
Continuous compliance monitoring dashboards tracking regulatory requirements, policy adherence, and audit findings.
Proven Power BI solutions for every financial services segment, from commercial banking and wealth management to capital markets and regulatory compliance.
Enterprise-wide dashboards for commercial banks covering loan portfolio performance, deposit growth, net interest margin, credit quality, and branch performance. Track commercial loan pipelines and portfolio concentration risk.
Client-facing portfolio performance dashboards, AUM tracking, fee revenue analytics, and advisor productivity metrics. Support fiduciary reporting requirements with automated performance attribution.
Real-time trading floor dashboards with position management, P&L attribution, risk limits monitoring, and trade execution analytics. Integrate with Bloomberg, Reuters, and internal order management systems.
Credit risk dashboards tracking loan loss reserves, probability of default (PD), loss given default (LGD), and exposure at default (EAD). Automate CECL (Current Expected Credit Losses) reporting.
AML compliance dashboards tracking Suspicious Activity Report (SAR) filing, Customer Due Diligence (CDD), Know Your Customer (KYC) completion rates, and transaction monitoring alert disposition.
End-to-end mortgage pipeline dashboards from application through closing. Track loan origination volume, pull-through rates, processing times, and HMDA (Home Mortgage Disclosure Act) reporting.
Native integration with core banking platforms, market data providers, risk systems, and trading platforms for a unified view of your financial operations.
Integration with major core banking platforms for account, transaction, and customer data.
Real-time and historical market data feeds from leading financial data providers.
Integration with enterprise risk management and compliance platforms.
Order management and execution management system connectivity.
With deep financial services domain expertise and 29 years of Microsoft technology experience, EPC Group is the partner of choice for regulated financial institutions requiring enterprise-grade Power BI implementations.
Deep domain expertise in banking, capital markets, insurance, and wealth management analytics with dedicated financial services consultants.
Every solution architected for SOC 2, PCI-DSS, GLBA, and industry-specific regulatory requirements from initial design.
Extensive experience serving Fortune 500 banks, broker-dealers, and asset managers with enterprise-grade analytics solutions.
Proven integration with core banking, trading platforms, risk systems, and market data providers.
Schedule a free consultation with our financial services analytics experts to discuss your institution's needs and compliance requirements.
Join leading financial institutions using EPC Group's Power BI solutions for compliant, real-time analytics that drive better business decisions.
EPC Group configures Power BI environments with row-level security (RLS), sensitivity labels, data loss prevention, and audit logging aligned to SOC 2 Type II trust service criteria. Every implementation includes a compliance validation checklist reviewed by our governance team.
Power BI supports real-time P&L statements, balance sheet analytics, cash flow forecasting, risk exposure dashboards, regulatory reporting (Basel III, Dodd-Frank), portfolio performance tracking, and client-facing embedded analytics — all with drill-through capabilities and automated refresh.
Yes. Power BI supports DirectQuery and composite models connecting to SQL Server, Azure Synapse, Bloomberg feeds, trading platforms, and core banking systems simultaneously. EPC Group optimizes these connections for sub-second refresh on dashboards serving thousands of concurrent users.
Row-level security (RLS) restricts data access at the row level based on user identity — ensuring traders only see their portfolios, branch managers only see their locations, and compliance officers see aggregated views. It is a regulatory requirement for financial data governance.
Financial services Power BI implementations typically range from $50K-$250K. A focused executive dashboard suite runs $50K-$100K, while a full enterprise analytics platform with Fabric, governance, and embedded analytics runs $150K-$250K.
Power BI capacity sizing in 2026 starts with the F-SKU economics: F2 ($263/mo) covers small workloads with up to 4 GB of memory and roughly 30 reports, F4 ($526/mo) handles a typical mid-market deployment with semantic-model refresh windows under 10 minutes, and F64 ($5,257/mo) is the sweet spot for enterprises consuming Power BI alongside Microsoft Fabric data engineering, lakehouse storage, and real-time intelligence. Capacity right-sizing should be revisited every 90 days because Microsoft adjusts F-SKU memory allocations, paginated report performance, and Direct Lake mode availability with each major service update.
Direct Lake mode has changed the economics of enterprise Power BI in 2026: instead of importing data into Vertipaq, semantic models now query OneLake-resident Parquet files at near-Import-mode performance without the refresh-window cost. For a Fortune 500 finance organization migrating from a 30-minute Import-mode refresh, the equivalent Direct Lake model typically queries fact data in under 800 ms while removing the entire refresh-orchestration job from Azure Data Factory.
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