The financial industry thrives on data. From daily transactions to quarterly forecasts, financial service providers are expected to make high-stakes decisions backed by real-time information. Power BI by Microsoft has emerged as a pivotal business intelligence tool, enabling finance professionals to visualize and interpret vast data sets quickly and efficiently.
But visualizations stuck behind a login screen don’t drive impact. That’s where RocketScreens steps in—bringing secure, real-time Power BI dashboards directly to displays across offices, trading floors, or client-facing environments.
Why Power BI is Ideal for Financial Services
1. Advanced Data Visualization for Complex Financial Metrics
Power BI enables banks, insurance companies, investment firms, and credit unions to convert raw data into meaningful visual dashboards. Whether you're monitoring loan origination rates, asset-liability ratios, or portfolio performance, Power BI offers interactive charts and graphs that simplify interpretation.
2. Real-Time Reporting for Better Decision-Making
In a market where delays can cost millions, Power BI’s real-time dashboards provide instant access to key performance indicators (KPIs). Financial executives can track metrics like net interest margins, credit risk exposure, or cash flow ratios without waiting on weekly reports.
3. Data Governance & Security
Built on Microsoft’s secure cloud infrastructure, Power BI supports compliance with financial regulations like SOX, GDPR, and PCI-DSS. Role-based access controls and data encryption help ensure only authorized stakeholders can view sensitive information.
Key Use Cases of Power BI in Financial Services
1. Executive Dashboards
Senior leadership teams use Power BI to consolidate financial overviews, customer acquisition data, operational costs, and revenue targets. The ability to drill down into specific branches, business units, or product lines makes strategic planning more effective.
2. Risk Management
Risk analysts leverage Power BI to monitor market volatility, credit defaults, and liquidity ratios. With automated alerts and predictive analytics, they can proactively respond to emerging threats.
3. Financial Forecasting & Budgeting
Controllers and CFOs use Power BI to integrate historical performance with forecasting models. Visual scenario analysis allows teams to compare multiple budget strategies before finalizing an annual plan.
4. Regulatory Compliance Tracking
Auditors and compliance officers benefit from centralized dashboards that track internal audit findings, regulatory deadlines, and KYC/AML status updates.
5. Customer Analytics
Marketing and product teams utilize Power BI to segment customers by behavior, demographics, and profitability. These insights guide product innovation and retention strategies.
The Challenge – Visibility Across Teams
Even with powerful dashboards, many financial institutions struggle to deliver these insights across departments. Reports often remain siloed in platforms like SharePoint, Teams, or email. That limits their value, especially when teams need to react to data in real time.
RocketScreens + Power BI: Display Financial Data Securely & Seamlessly
1. Seamless Power BI Integration
RocketScreens integrates directly with Power BI and over 100 other applications. Once connected, users can schedule dashboards, reports, or KPIs to play on any screen in any location—without compromising security or compliance.
2. Dynamic Content Rotation
Users can easily rotate multiple dashboards, highlight urgent alerts, or display announcements between dashboards. This ensures that the most relevant data is always in front of the right audience.
3. Secure Display Controls
With RocketScreens, organizations can maintain access restrictions. Admins decide who sees what and where—ensuring sensitive reports are displayed only in controlled environments.
4. No Coding Required
RocketScreens offers a user-friendly, drag-and-drop interface. Financial teams don’t need IT support or development resources to set up their dashboard displays.
How Financial Institutions Use RocketScreens for Power BI Displays
1. Investment Firms
Portfolio managers display live market trends, fund performance metrics, and asset allocation dashboards using RocketScreens in shared analyst spaces.
2. Retail Banks
Branch managers review daily branch performance, customer feedback scores, and sales goals on breakroom TVs or back-office screens.
3. Insurance Companies
Claims teams track processing times, open case loads, and policy renewal rates on digital signage across operations centers.
4. Credit Unions
Executives use RocketScreens to share real-time financial health dashboards and internal updates with board members or during town halls.
Top Benefits of Using RocketScreens with Power BI in Financial Services
| Feature | Benefit |
|---|---|
| Power BI Integration | Real-time dashboard display on digital signage |
| 100+ App Connections | Combine Power BI with CRMs, ERPs, and intranet tools |
| Scheduled Content | Automate data refreshes and screen cycles |
| Centralized Management | Control all screens from a single dashboard |
| Role-Based Access | Restrict who sees sensitive data by location and department |
Real-Time Visibility Drives Better Financial Performance
Financial services companies operate in a data-rich, high-stakes environment. Visibility is everything. By extending the reach of Power BI dashboards through RocketScreens, organizations can:
- React faster to KPIs and anomalies
- Promote a data-driven culture
- Improve cross-team collaboration
- Reduce reliance on static reporting
Whether it’s a bank branch manager tracking daily sales goals or a CFO monitoring liquidity ratios across divisions, RocketScreens helps make Power BI dashboards visible when and where it matters most.
RocketScreens Supports More Than Just Power BI
While Power BI is the centerpiece for financial analytics, RocketScreens supports a wide variety of integrations to enrich your digital signage strategy, including:
- Microsoft Teams
- SharePoint
- Google Sheets
- Tableau & Databox
- Salesforce & HubSpot
- Jira & Asana
Getting Started with RocketScreens for Financial Institutions
- Connect Power BI
- Select Dashboards
- Design Your Screen
- Set Permissions & Schedule
- Go Live
Need help? Our support team is available to assist with custom setups and data privacy configurations for regulated industries.
Power BI has already changed how financial services make decisions. But RocketScreens ensures those insights reach the people who need them—without friction. When dashboards are visible, data becomes actionable.
Whether you’re a compliance officer, finance executive, or operations leader, RocketScreens gives you a simple, secure way to maximize the visibility and impact of your Power BI data.
