Power BI Report Server for Financial Services: 1-Hr Briefing

PBI Lab Inc

An overview of how Power BI Report Server can help your organization improve business performance. You can apply governance on your own terms and build your BI environment On-Premises.

We will provide you with a free, 1-hour briefing on how you can derive tremendous value from Power BI Report Server (PBIRS).

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 Report Server (PBIRS) Features

You can distribute reports behind your organization’s firewall and build on your On-Prem reporting infrastructure, knowing it is part of a comprehensive, cloud-ready solution

There are several reasons why customers still want, and even need, an On-Prem solution to host Power BI Reports.

  1. Complement the Power BI Service
  2. PBIRS is useful for customers who want to have an additional choice for where to publish certain content and require that certain reports remain within the corporate firewall

  3. Highly Regulated Customers
  4. For highly regulated customers not allowed to use the cloud-based Power BI Service, PBIRS offers an option for publishing and securing reports.

  5. Integrate into existing investment in Reporting Services
  6. There are many customers who have Reporting Services implementations. Existing content can be migrated to PBIRS without any loss of functionality


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 PBIRS benefits
  • Compare reporting options: SSRS, PBIRS, Power BI Service and Hybrid scenarios
  • PBIRS edition installation options
  • Assess if licensed Microsoft technologies are available and evaluate the best PBIRS edition
  • Consider migration from SSRS

At a glance