Case Study: RFi Group achieves real-time, interactive competitive insights for banking & finance with Yellowfin

Delivering competitive insights to the banking and finance industry

RFi Group, a leading financial research firm that surveys over 350,000 consumers annually, faced an unsustainable process of cleansing data monthly and delivering static Excel and PDF reports (built on Microsoft SQL Server BI and custom code) as data volumes and update frequency grew. To give its banking and finance clients a secure, interactive, multi‑tenant portal for live benchmarking and competitive insights, RFi Group selected Yellowfin’s BI platform to underpin its new Beyond Analytics online portal.

Yellowfin implemented a flexible, secure, device‑independent presentation layer—deployed as a multi‑tenant Microsoft SQL Server installation with LDAP and two‑factor authentication—that eliminated email‑based zipped PDFs/Excel files and replaced them with interactive dashboards, Storyboards, Timeline feeds and location analytics. The Yellowfin‑powered Beyond Analytics Platform sped access to up‑to‑date insights, reduced IT and resource overhead, improved collaboration and governance, and enabled clients to drill into industry trends, macro‑economic data and blinded peer benchmarks in real time.

RFi Group

Reinis Grauds

Chief Technology Officer