Power BI Embedded for Financial Services: 1-Hr Briefing

PBI Lab Inc

An overview of how Power BI Embedded can help your organization improve business performance. Designed to let you embed your Power BI items in a web application or in a website.

We will provide you with a free, 1-hour briefing on how you can derive tremendous value from Power BI Embedded.

Modernize financial services with intelligent insights

Digital transformation is changing the financial sector. Customers expect fast, user-friendly service; AI and chat bots are everywhere; and robust data analytics are a must to stay ahead of the markets. The right solution can meet these rising demands and unlock further growth. Reduce risk, delight customers, and protect yourself against financial crime through data analytics.

How Power BI can help overcome challenges.

Manage risk across the enterprise

  • Protect clients from risk with intelligent insights
  • Identify and secure sensitive organizational data
  • Strengthen advanced risk modeling with analytics

Combat financial crime

  • Monitor and analyze account activity in real-time
  • Uncover criminal activity with payment analytics
  • Quickly respond to anomalies and criminal patterns

Deliver differentiated customer experiences

  • Personalize experiences with predictive analytics
  • Drive insights with a 360-degree customer view
  • Make meaningful recommendations in real-time

Modernize payments and core banking

  • Challenge non-traditional competitors with insights
  • Unlock new revenue streams using AI analytics
  • Discover new opportunities by analyzing payment data

Empower employees through teamwork

  • Increase productivity and accelerate proposals
  • Empower remote work with greater connectivity
  • Reduce silos for improved employee collaboration

Power BI Embedded Features

Power BI Embedded delivers compelling data experiences for your end users, enabling them to take action based on insights from your solutions data. With Power BI Embedded you can quickly and easily provide exceptional customer-facing reports, dashboards, and analytics in your own apps by using and branding Power BI as your own.

There are several reasons why customers need a Power BI Embedded solution.

  1. Reduces training time and costs
  2. Share Power BI content internally and externally, without requiring additional Power BI Pro licenses for report consumers

  3. Easy-to-manage security
  4. Ensures data is appropriately filtered based on user identity by allowing you to enable row-level security (RLS) if required

  5. Simplify end-user experience
  6. Provides a stable experience for end-users that does not change monthly or require monthly end-user training

  7. Analytics expertise
  8. 20 years of BI innovation, hundreds of features released annually

  9. Control user experience
  10. Match to your brand with color theming, select from limitless visuals

  11. Easy to deploy and manage
  12. Embed with JavaScript SDK, get data privacy with row level security, you own all user authentication

  13. No end user licensing
  14. Scale between capacities to accommodate demand. Creation and development testing is free


We will discuss and understand your current business insight goals in an open and collaborative conversation that will cover:

  • Review of current BI state: you will quickly describe us the current state, where you want to go and constraints
  • Business questions that compel you and the lack of answers you get from your current BI setup


  • Business/IT decision makers
  • Business Analysts
  • Business Intelligence Managers

Meeting Deliverables:

During this briefing we will:

  • Explore Power BI Embedded benefits
  • Compare reporting options: SSRS, PBIRS, Power BI Embedded, Power BI Premium, and Hybrid scenarios
  • Power BI Embedded licensing and capacity options
  • Assess if licensed Microsoft technologies are available and evaluate the best Power BI Embedded implementation approach

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