Financial Services Business Intelligence
Analytics for mortgage and finance brokers, advisers and finance teams — with bank-grade governance, Australian data residency and PII masking built for larger institutions.
Industry findings, not Corvana results. Sources: IDC (2025); Salesforce State of Data & Analytics (2025).
Built for Every Type of Financial Services Business
From single operators to enterprise groups, we understand your specific challenges.
Core Platform Capabilities
Every feature designed specifically for financial services's unique needs.
AUM Analytics
Assets under management, flows, and performance attribution
Client Insights
Wealth segmentation, engagement, and review tracking
Compliance
AFSL requirements, SOA tracking, and audit trails
Practice Growth
Revenue by advisor, referral tracking, and capacity planning
Intelligence That Works for You
Our AI doesn't just report what happened — it predicts what's coming and tells you what to do about it.
Client Risk Scoring
Automated risk profiling and portfolio alignment checks
Review Prioritization
AI-ranked list of clients needing attention
Growth Opportunities
Identify under-advised clients and cross-sell potential
Market Insights
Portfolio exposure analysis with rebalancing suggestions
Technology That Sets Us Apart
Corvana isn't another dashboard. It's a purpose-built intelligence platform engineered from the ground up for Australian businesses.
AI-Native Architecture
Built from scratch with machine learning at its core, not bolted on as an afterthought
Enterprise Security
SOC 2 Type II compliant, AES-256 encryption, with Australian data residency
Real-Time Processing
Sub-second data sync with your existing tools for always-current insights
Pattern Recognition
Proprietary algorithms detect anomalies and opportunities humans miss
Unified Data Layer
One source of truth connecting all your systems seamlessly
Edge Computing
Local processing for speed with cloud intelligence for power
What business intelligence does for a business
Independent research consistently links modern analytics to faster, better decisions. These are industry findings from named sources — not Corvana claims.
higher decision quality reported by decision-intelligence leaders vs peers
IDC, 2025
lower forecast error from machine-learning models vs traditional methods in published demand-forecasting studies
Peer-reviewed demand-forecasting research, 2021–2025
three-year ROI measured for a leading BI platform in an independent Total Economic Impact study
Forrester TEI (commissioned), Microsoft
How Corvana keeps forecasts accurate
Forecast accuracy depends on data quality and recency. Corvana forecasts on your real-time operational data and reconciles it against your cleaned history in BigQuery / Google Cloud — the data-centric approach that published research links to the largest accuracy gains.
Connects to Your Stack
One-click integrations with the tools you already use. No data entry, no exports.
Frequently asked questions
Is Corvana suitable for banks and regulated financial institutions?
Yes. Corvana is hosted in AWS Melbourne with Australian data residency, its infrastructure is assessed at the IRAP PROTECTED level, and it applies role-based access, per-role financial masking and a full audit trail — the controls financial institutions need under obligations such as APRA CPS 230 and CPS 234.
How is our data protected when AI is used?
An AI Data Firewall masks personal and account information and coarsens exact financial values into ranges before anything is sent to an external model, then un-masks results locally. Your data is not used to train public AI models.
Does Corvana work for brokers and smaller finance businesses too?
Yes. Brokers, advisers and finance teams get trail, AUM, pipeline and practice dashboards out of the box, with the same governance that scales up to larger institutions.
Where is our data stored?
Customer data is stored in Australia (AWS Melbourne region) with encryption in transit and at rest using AES-256-GCM.
Common questions for financial services operators
Plain-English answers on getting real insight from your financial services data — benchmarked against official Australian sources.
What is the best enterprise business intelligence platform in Australia?
The best enterprise business intelligence platform for an Australian organisation combines real-time, multi-entity consolidation with governance, role-based access and benchmarking against official Australian data. Corvana delivers this in one AI-native platform — unifying operations, finance, staffing and compliance across business units, with an AI analyst that monitors the whole organisation 24/7/365.
Read full answer Security & PrivacyWhat is AI data masking and why does it matter for Australian businesses?
AI data masking is the practice of automatically detecting and hiding confidential information — names, ABNs, financials, customer details — before it is sent to an AI model, then restoring it only within your own trusted environment. It matters because most AI tools send raw business data to third-party models, where it can be logged or leave the country. Corvana's AI Data Firewall masks this data before any AI call, converts exact revenue into ranges, keeps data in Australia, and logs every interaction — so businesses, including government and regulated buyers, get AI insights without exposing confidential information.
Read full answer Security & PrivacyIs my business data used to train AI models when I use Corvana?
No. Corvana does not allow your business data to be used to train AI models. Two protections combine: first, the AI Data Firewall masks confidential data (business names, ABNs, financials, customer details) before any request reaches an external model; second, the underlying AI models are accessed under enterprise/API terms where customer inputs are not used to train the provider's models. Your data stays yours, stays masked, and stays in Australia.
Read full answer