Financial Services
Unlocking growth and innovation through financial analytics.
Our experience
We work with superannuation funds, investment managers, and financial service providers to deliver data solutions that enhance member experience, support proactive engagement, and streamline compliance. As the sector faces increased regulation, shifting demographics, and demand for personalisation, we help wealth managers harness trusted data, unlock insights, and deliver meaningful outcomes for members at every stage of their journey.
Industry trends
1
Mergers & acquisitions
Governments and regulators advocate for larger superannuation funds to enhance efficiency, reduce fees, and support members in achieving better retirement outcomes - prompting funds to reassess their strategic partnerships and growth opportunities.
2
Member acquisition & retention
To stand out in a competitive market, superannuation funds are leveraging data and analytics to focus on personalised communication, proactive retirement planning support, and tailored guidance throughout their members' lifetime.
3
Increasing efficiency & reducing costs
Members are seeking lower fees to maximise their retirement savings. Funds are streamlining operations, automating manual processes, and investing in modern technology platforms to keep up with demands.
4
Regulatory compliance
Financial services face stringent regulation and increasing requirements for reporting and data sharing. Organisations must invest in robust data governance, audit-ready systems, and agile reporting capabilities.
Our solutions
Altis delivers targeted data and analytics solutions to help financial services providers boost member retention, meet compliance obligations, and enhance service delivery. From identifying members at risk to streamlining acquisitions, our tools enable confident, insight-led decisions.
With member-level data, predictive AI, and secure, scalable platforms, we support improved engagement, proactive issue resolution, and operational efficiency - ensuring your organisation stays competitive, compliant, and member-first.
Why choose Altis
Client success story
Superannuation Fund’s Journey to Becoming a Data-Driven Organisation
One of Australia’s largest superannuation funds, with over $150 billion in funds under management and more than one million members, is dedicated to providing sustainable, long-term returns. Facing increased competition and a need for enhanced member services, the fund realised it needed to modernise its data infrastructure to stay ahead of the competition and improve operational efficiency.
Client success story
Superannuation Fund’s Journey to Becoming a Data-Driven Organisation
One of Australia’s largest superannuation funds, with over $150 billion in funds under management and more than one million members, is dedicated to providing sustainable, long-term returns. Facing increased competition and a need for enhanced member services, the fund realised it needed to modernise its data infrastructure to stay ahead of the competition and improve operational efficiency.
Trusted by the best
I can’t recommend Altis enough
Huss Afzal
Director of Data, Deputy
Stepped up to deliver
Dan Lam
Business Intelligence, SBS
High quality outcomes
Dan Gooden
Head of Engineering, Mutinex
