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

Siyu Zhou

Siyu Zhou
SVP, Data Science

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Siyu Zhou, SVP, Data Science has been with Fulcrum since 2010. She oversees analytical efforts specializing in the Financial Services sector and works closely with clients to build and cultivate excellent engagement experiences. She has partnered with many top insurance carriers and global investment banks to develop, improve and automate mission-critical processes, with a focus on data science and data engineering solutions.

She also has experience in direct marketing analytics for various industries and loss cost analytics for OEMs.

Siyu holds a B.S. in Applied Mathematics from Beijing Institute of Technology, a B.A. in Economics from Peking University and an M.S. in Applied Statistics from Cornell University.

szhou@fulcrumanalytics.com

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

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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.