AI-Powered Analytics for Financial Services: Drive Growth & Mitigate Risk

Unify financial, operational, and market data to optimize forecasting, manage risk, and drive profitability—all with AI-powered insights at your fingertips.

WHY CHOOSE TELLIUS

Insights Meet Action

Unify internal and external data, surface AI-powered insights, and turn confident, data-driven decisions into action—without complexity.

Break Data Silos, Unlock Financial Insights

Easily merge internal and external financial data to quickly analyze and extract insights from even the largest datasets, making financial data analysis faster and more robust.

Instant Answers, Faster Results

Ask and answer any financial question in a self-service conversational manner, empowering every FSI team to explore data, uncover insights, and make confident decisions—no SQL or analyst backlogs required.

AI driven deep insights and narratives

Unlock deep insights with AI-driven analysis and dynamic narratives—transforming complex financial data into clear, actionable stories.

A Squad of Agents by Your Side - 24/7

AI-powered agents leverage RAG and a robust Knowledge Layer to deliver real-time insights, automate complex credit risk analysis, and enhance decision-making across your financial services operations—instantly.

Where Data Meets Action

Use Cases

Discover How AI-Powered analytics turn complex, fragmented financial data into streamlined solutions, driving efficiency, risk mitigation, and strategic growth across your organization.

Customer Acquisition & Retention

Analyze onboarding friction, product usage, and customer sentiment to proactively address churn and boost loyalty.

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Personalized Offers & Cross-Sell

Identify next-best financial products or policies based on transaction history and risk profiles, increasing wallet share.

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Branch & Channel Optimization

Assess branch performance, digital adoption, and self-service usage to optimize channel strategy and align resources.

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Credit Risk Analysis:

Use automated machine learning to predict and score credit risk, then operationalize those insights to reduce defaults.

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Fraud Detection & Prevention:

Spot anomalous transactions or suspicious patterns in near real-time. Quickly act on red flags to mitigate financial losses.

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Claims & Billing (Insurance)

Pinpoint drivers of claims denials or delays, optimize billing workflows, and improve customer satisfaction.

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Product & Pricing Optimization:

Evaluate loan/pricing scenarios, measure profitability, and fine-tune offerings to align with customer demand and market shifts.

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Portfolio Performance & Risk Analytics:

Empower your team to optimize returns and manage risk for each client with easy-to-use analytics. Measure performance, risk, style, and characteristics across multiple portfolios and asset classes.

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Loan & Deposit Portfolio Analysis:

Track growth, delinquency rates, and profitability by product type or segment. Quickly identify underperforming portfolios or new lending opportunities.

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Revolutionize Financial Analytics with AI-Driven Intelligence

Leverage AI to unify financial data, gain deep performance insights, and optimize decision-making across risk management, forecasting, and strategic planning.

HOW IT WORKS

Consolidate Critical Data Sources for Near Real-Time, AI-driven Insights

By uniting your CRM, product analytics, marketing data, and more, you gain a complete, AI-driven view of your software and technology business—letting you rapidly understand usage trends, reduce churn, and accelerate revenue growth.

Unleash the full power of data

%
Customers recommend Tellius
x
Faster time
to insights
+
Hours freed up for each user annually
%
Insights and actions automated with AI
>
M+
Boost to our customers bottom line
“Implementing Tellius AI Agents and Agentic Flows gave us real-time clarity across our commercial and market access teams. We finally got out of reactive mode.”
Director, Commercial Data & Analytics
“Every time an executive asks about performance dips, we show them the chain of insights and next-step workflows—no more pivot table nightmares.”
Head of Business Intelligence,
“Automating routine tasks freed up 20 hours a month for each analyst. They can finally focus on strategy, not data wrangling.”
BI & Analytics Manager,
“We’ve cut our close cycle by half. Instead of rooting around in spreadsheets, we ask for monthly variances and see exactly what to do next.”
VP of Finance
“No more guesswork. We type a question—like ‘Which segments respond best to our premium line?’—and watch AI unify all the data. It’s a total game-changer.”
Marketing Analytics Lead,
“We anticipated spending months training our staff, but within days everyone was using it—and weekly reporting time dropped by 30%.”
Director of FP&A
DISCOVER MORE

Breakthrough Ideas, Right at Your Fingertips

Dig into our latest guides, webinars, whitepapers, and best practices that help you leverage data for tangible, scalable results.

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Tellius 5.3: Beyond Q&A—Your Most Complex Business Questions Made Easy with AI

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Tellius 5.2: Conversational AI for Analytics, Done Right

Tellius 5.2 introduces an adaptive conversational interface with feedback and learnings, enabling two-way dialogue with your cloud-scale data in natural language.

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The Pelmorex AI-Driven Analytics Journey

Discover how AI analytics is revolutionizing data-driven decision-making at Pelmorex, a global leader in weather and climate analytics.

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Tellius AI Agents: Driving Real Analysis, Action, + Enterprise Intelligence

Tellius AI Agents transform business intelligence with dedicated AI squads that automate complex analysis workflows without coding. Join our April 17th webinar to discover how these agents can 100x enterprise productivity by turning questions into actionable insights, adapting to your unique business processes, and driving decisions with trustworthy, explainable intelligence.

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