Financial Services & Insurance Case Studies
Secure, Intelligent Solutions for Modern Financial Institutions
Modern Data and AI for a More Resilient Future
Spyglass helps financial institutions and insurers modernize operations, strengthen security, and unlock deeper customer insight with secure, governed Data & AI solutions. We equip organizations to navigate regulatory complexity, improve risk management, accelerate underwriting and claims processes, and deliver more personalized client experiences. By aligning advanced Microsoft technologies with industry‑specific needs, we create resilient, compliant, and scalable platforms that drive growth, efficiency, and long‑term competitive advantage.
AI‑Powered Risk Assessment
A property insurer needed to speed and standardize field‑engineer risk assessments across tens of thousands of SOP documents. Manual search was slow and inconsistent, delaying premium evaluations and missing upsell opportunities for loss‑prevention services. Spyglass built a RAG‑based Risk Assessment Bot with secure APIs, efficient indexing, and natural‑language Q&A—delivering fast, accurate guidance aligned to engineering standards. Key benefits included:
- Faster hazard assessments with consistent, SOP‑aligned recommendations
- Dramatically improved search across ~20K pages and prior chat history
- Higher revenue via improved identification of loss‑prevention upsell opportunities
- Lower operating costs with scalable architecture, load distribution, and model management
Modernizing Account Segmentation
A leading commercial insurer relied on a manual, spreadsheet‑driven process to segment accounts during renewal—a slow, error‑prone workflow that made it difficult to tailor products, identify opportunities, and support consistent underwriting decisions. Spyglass modernized this approach by delivering an enterprise‑grade Account Segmentation Model on secure Azure Databricks, replacing the legacy manual process with automated, scalable machine‑learning workflows. Key benefits included:
- Improved efficiency through automated model execution and streamlined renewal processing
- Enhanced output with three deployed segmentation models and synthetic ML feeding downstream systems
- Empowered analysts and non‑technical teams with accessible, production‑ready data science tools
- More consistent segmentation and clearer insights for underwriting and account management
Performance Analytics
A leading investment firm relied on outdated, email‑driven reporting processes with no defined structure for collecting, sharing, or governing data. Siloed information, inconsistent storage practices, and a lack of formal analytics workflows made it difficult to produce accurate insights or support informed decision‑making. Spyglass transformed their approach through a Performance Analytics Jumpstart—establishing strategy, governance, and architecture while guiding the firm toward a modern, data‑driven culture. Key benefits included:
- A clear governance model, analytics vision, and prioritized action plan
- Defined architecture and a comprehensive upskilling plan to support firm‑wide adoption
- A foundation for an enterprise‑wide analytics rollout that improves accuracy, consistency, and operational insight
The team at Spyglass MTG understood our requirements and challenges. Their recommendations ensured a smooth transition for our applications and future infrastructure. Throughout the entire process, Spyglass MTG provided solid support. Their deep bench of diverse technology experts was always available to us for any questions that arose. I would recommend Spyglass MTG to anyone who wants a leg up in Azure & Fabric infrastructure build outs and application platforms.
Featured Fin Services & Insurance Solutions
Spyglass helps banks, asset managers, and insurers modernize securely while unlocking growth with governed Data & AI. From personalized client intelligence to compliance tracking and cloud‑native app modernization, we align Microsoft platforms with industry needs to improve risk control, accelerate decision‑making, and enhance customer experiences.
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Compliance & Research
Streamlined oversight for regulated teams.
Replace manual, error‑prone processes with guided workflows that track conflicts, pre‑call topics, and post‑call attestations to ensure no material non‑public information is shared. Centralized controls improve auditability and reduce risk while keeping analysts productive. -
Data Governance
Unified oversight for regulated financial data.
Financial institutions often struggle with siloed data, inconsistent governance, and manual compliance processes. Spyglass deploys Microsoft Purview to create a unified view of data assets across on‑premises and cloud systems—establishing classification, labeling, and sensitivity policies that strengthen compliance and reduce risk. Continuous monitoring, automated governance workflows, and user training ensure accurate, secure, and efficient data management aligned to evolving regulatory needs. -
Identity Protection
Safeguarding sensitive financial information.
Financial institutions handle highly sensitive client, employee, and research data—and protecting it requires more than point solutions. Spyglass delivers a comprehensive security approach using Microsoft Purview, Entra, Intune, Defender for Office 365, and Azure to secure identities, enforce governance, and protect both structured and unstructured data across on‑premises and cloud environments. By implementing the right controls, classification policies, and identity protections, we help organizations prevent data breaches, reduce identity‑based threats, and maintain the confidentiality and integrity required in regulated financial environments.
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