Power BI for Financial Services & Banking

Power BI in Microsoft 365 and Azure is SOC 2 Type II certified. We implement additional controls including row-level security for client data isolation, sensitivity labels for classification, DLP policies to prevent data exfiltration, and comprehensive audit logging for compliance evidence.

Yes, using Power BI streaming datasets and Microsoft Fabric Real-Time Intelligence, we deliver sub-second dashboard updates for trading desks. For enterprise deployments, we architect DirectQuery connections to real-time data warehouses and implement push datasets for streaming scenarios.

We design star schema data models that support multi-entity consolidation with inter-company elimination rules, currency translation, and entity-level security. The architecture supports drill-through from consolidated views to entity-level detail.

Power BI excels as a regulatory reporting visualization and analysis layer. We integrate with data warehouses that contain regulatory data (Basel III, CCAR, AML) and build interactive dashboards that complement existing filing systems while providing the analytical depth regulators demand.