Cullen/Frost Bankers: Covenant breach detection from 48hr to real-time
$12B loan portfolio in weekly Excel extracts. Covenant violations not visible until 48 hours after breach.
Why Cullen/Frost Bankers Needed a Power BI Solution
$12B loan portfolio in weekly Excel extracts. Covenant violations not visible until 48 hours after breach.
The SolutionWhat We Built
Power BI connected to Fiserv Premier via Azure SQL. Real-time covenant monitoring, concentration risk, and automated OCC reporting.
Technologies: Fiserv Premier API, Azure SQL, Power BI Premium
The ResultsMeasurable Outcomes
OCC exam preparation from 3 weeks to 4 days. Zero data quality findings in subsequent exam.
Financial Services Power BI — Common Questions
Project Summary
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"Responded same day, delivered on time and on budget. Best BI partner we've worked with — period."
"3 days of month-end manual reporting fully automated in 6 weeks. ROI was evident in the first month."