Appno in Action: Transforming Data into a Revenue-Generating Platform for Financial Services

In this edition of Appno in Action, we’re highlighting a project where data became more than an asset, it became a revenue driver. We partnered with one of the United States’ top 10 banking technology providers to help them transform siloed operational data into a scalable SaaS analytics platform. The result? A first-of-its-kind solution that empowers financial institutions to create richer customer experiences while uncovering new growth opportunities.

TL;DR

• Challenge: Mid-sized banks and credit unions lacked access to enterprise-grade data insights, preventing them from fully understanding customer needs and driving bottom-line results.
• Solution: A scalable, secure SaaS platform on Google Cloud Platform (GCP) that delivers customizable analytics and self-service dashboards powered by Looker.
• Impact: A new revenue stream for our client and a platform that enables 500+ financial institutions to better serve 18M+ consumers with data-rich, actionable insights.

1. What Challenge Did Financial Institutions Face?

Our client, a top U.S. banking technology provider, serves more than 500 financial institutions and 18 million consumers. While they were transforming everyday transactions into meaningful customer relationships, their clients especially mid-sized banks and credit unions struggled to:

• Access a 360° view of their business
• Consolidate fragmented operational data
• Identify actionable insights to boost loyalty and profitability

The opportunity was clear: build a revenue-generating data platform that unlocked enterprise-quality business intelligence for organizations that had never had access to it.

2. How Did Appnovation Deliver a Solution?

Working with our client, we envisioned and built a scalable, secure SaaS platform designed to empower financial institutions to analyze information in entirely new ways.

Our engagement included:

• Governance & Privacy: Ensuring regulatory compliance, secure pipelines, and lifecycle management for sensitive financial data
• Business Intelligence & Data Engineering: Validating, mapping, and standardizing data into actionable insights
• Self-Service Analytics: Using LookML to let each customer configure and extend data models for their needs
• Data Visualization: Building intuitive Looker dashboards with real-time, governed insights
• Productization: Automating onboarding and replication with Terraform, Cloud Build, and GitHub/Cloud Source
• Training & Services: Delivering enablement resources for both client teams and end customers

Appnovation’s nearshore teams ensured rapid, cost-effective delivery while maintaining flexibility and alignment across stakeholders.

3. What Was the Impact?

• Created a new revenue stream by licensing enterprise-grade analytics
• Empowered institutions to optimize product adoption and design smarter strategies
• Scaled seamlessly as new customers and data sources were onboarded
• Strengthened loyalty by providing mid-sized banks access to enterprise-level insights

As adoption grows, the platform continues to evolve with additional data sources, customer feedback, and expanded functionality, ensuring ongoing innovation and long-term value.

4. Why Do Data Platforms Matter in Financial Services?

In financial services, data is the foundation of customer experience. Without consolidated, actionable insights, institutions risk losing opportunities to:

• Deepen customer relationships
• Drive profitability
• Build loyalty in a competitive digital landscape

By transforming siloed data into a scalable, revenue-generating platform, banks and credit unions not only unlock smarter decisions they future-proof their business.

5. How Can Appnovation Help Your Organization?

Appnovation helps organizations turn complex data challenges into competitive advantage by:

• Designing scalable SaaS data platforms
• Embedding governance and compliance into every step
• Enabling self-service analytics and visualization
• Delivering with global and nearshore expertise for speed, flexibility, and cost efficiency

Your organization can unlock the power of its data transforming customer insights into meaningful, revenue-generating opportunities. 

About Appnovation

Appnovation is a global digital partner helping enterprises transform customer engagement through design, technology, and strategy. We deliver human-centered, AI-powered digital solutions that fuel growth, strengthen loyalty, and prepare businesses for the future.

Interested in building a data platform that drives revenue? Let’s talk or read the full story here.