Banking and Investing

The team at Fulcrum has over 25 years of experience working with the financial services industry. We understand the data, regulatory, and business model challenges specific to this industry and are experienced providing help.

Building with safe dial

We’ve had the pleasure of working with globally known commercial banks, investment banks, and other financial institutions applying statistical models to maximize the value of customer and HR data as well as optimizing their internal processes such as:

  • Predictive models to maximize deposit growth and financial instrument investments
  • Automated model-driven operations design and implementation
  • Innovative dashboard reporting design and implementation
  • Leveraging geolocation data for improved operations
  • Customer satisfaction research

Fulcrum Anvil™

Fulcrum Anvil™ hosts hadoop clusters for organizations that require a big data environment to test big data strategies without capital investment or staffing impact. It is perfect for proofs-of-concept, evaluating new tools and techniques, and determining where to make more permanent investments. Our managed services gives clients rapid, cost-effective access to technology, platforms, and expertise.

diagram of cloud services


Team Lead

Andrew Fath

Andrew Fath
SVP, Data Science


Andrew Fath, SVP, Data Science has led data science engagements in a variety of industries including Insurance, Health Services, and Investment Banking. Recent projects include workflow efficiency tools for bond sales and trading, developing reporting tools to prioritize market events, and end-to-end customer analytics for web based services. His work in insurance includes claims analytics, pricing and reserving process improvement, line of business profitability analysis, and management reporting tools.

Prior to Fulcrum, he led a team of analysts as FP&A Manager at a growing startup. Andrew received his Masters in Applied Statistics and a Bachelor of Science as a dual Finance and Economics major at the University of South Carolina.

Recent Thoughts on Banking and Investing

2018 Mifid II Regulatory Changes: How Data Science Can Drive Success
One of the biggest topics in the investment banking world today is how investment research is shared with asset managers

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Challenges Facing Investment Banks in the Adoption of Data Science
Today, data science is not only an industry buzzword, but an emerging business need to drive profitability, as we will

Read more.

Fulcrum creates apps that put your data to work and make a meaningful impact on the efficiency of your business. Fulcrum can host these apps for you, or build the apps for you within your own environment. In all cases, the applications we build have the same goal: to put the power of data at your fingertips for better business decision making.