BI & Analytics Platform for Banks & Wealth Firms | BluParrot

AI BI dashboard for BFSI: unify data, track AUM & RM performance live, ask an AI chatbot, auto-draft client pitches. Live in 4–6 weeks.

What this service covers

AI BI and analytics for financial institutions: unified warehouse, live AUM and RM dashboards, natural-language chatbot, automated pitches, and three-tier access. Deployment is a 4–6 week sprint.

Frequently asked questions

What is a BI and analytics platform for financial institutions?

It unifies client, transaction and portfolio data from multiple systems into one warehouse, then shows AUM, client and RM performance on live dashboards. BluParrot adds an AI chatbot and automated sales pitches.

Which data sources and warehouses does BluParrot support?

Oracle, SQL Server, MySQL, PostgreSQL, ERP systems, REST APIs and flat files, loaded into BigQuery or Snowflake. Other databases are adapted on request.

How does the AI chatbot answer data questions?

Users ask in plain English, for example North Zone AUM this quarter or top 5 RMs by new clients, and get answers from live data without raising an IT ticket. It adapts to your schema and business vocabulary.

How is access controlled?

Three tiers: Super Admin (all zones and configuration), Branch or Zone Manager (zone view, RM rankings, uploads) and Relationship Manager (own clients only). Roles are configurable, with audit trails and data governance for regulated environments.

How long does deployment take?

A structured 4–6 week sprint with phased rollout, UAT and hands-on training included.

Can KPIs, branding and hierarchy be customised?

Yes. KPI definitions, zone and branch structure, user roles, pitch templates and AI behaviour are configured to your institution. There are no rigid templates.