Conversational BI for Risk Analysis

Challenge – Limited Access to Real Time Risk Insights
A global financial services firm relied on expert driven queries to analyze complex risk data, creating bottlenecks for 200+ analysts. Reports took hours to generate, limiting real time fraud detection and delaying response to threats.

Solution – Conversational BI Powered by RAG and Natural Language Queries
Partnering with NucleusTeq, the firm implemented a conversational BI system integrated with Power BI, enabling natural language questions such as “Show fraud trends by region.” Using retrieval augmented generation (RAG), the platform produced automated visualizations, insights, and summaries with audit trails and real time refresh for compliance.

Impact – Faster Decisions and Smarter Risk Management
• 60% reduction in report generation time
• 25% increase in real time fraud detection
• $1.2M in analyst hours saved annually
• Non technical users empowered for advanced analysis across 1M+ transactions

By making analytics conversational, the firm improved speed, accuracy, and decision making across its risk management operations.