About the Client
Our client is a U.S.-based community bank with 20+ branches serving retail and small business customers. As a growing regional institution, it manages diverse loan and deposit portfolios in a highly regulated environment that demands timely reporting, operational efficiency, and strong visibility across branches and products.
The Challenges
The bank relied on weekly spreadsheets and disconnected systems across core banking, CRM, and compliance. Branch managers lacked real-time views of loans, deposits, and customer behavior, while compliance teams spent significant time assembling regulatory reports. Inconsistent data definitions and manual processes created delays, higher audit risk, and low confidence in the metrics used for day-to-day decisions.
The Solutions
Korcomptenz deployed KOR BankIQ on Microsoft Fabric to unify data from core banking, CRM, and compliance into a single lakehouse model. Role-based Power BI dashboards gave branch, finance, and compliance teams a consistent view of KPIs, while Power BI Copilot enabled natural language queries. This modern stack delivered trusted, real-time insights without relying on manual spreadsheet reporting or constant IT intervention.
Benefits Delivered
By standardizing data and dashboards, the bank cut report turnaround times by 60% and reduced compliance prep effort by roughly a third. Branch and leadership teams now access key performance data about 20% faster, with fewer IT tickets and higher trust in a single source of truth. Staff increasingly use Copilot for self-service exploration, accelerating daily decision-making.
