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Reduce costs, strengthen governance, and build a unified analytics platform for smarter, faster, and AI-ready financial decision-making.
CRG helps banks, financial institutions, and insurers migrate from Tableau to Microsoft Power BI through a proven enterprise methodology that preserves business logic and modernizes your reporting for scale and compliance.
Lower long-term costs while expanding analytics access across the organization.
Seamless integration with Azure, Teams, Microsoft 365, Fabric, Dynamics 355 and more.
Certified models, lineage, Pipelines, and Purview for enterprise compliance.
Real-time insights for better visibility into performance, risk, and operations.
Leverage Copilot, AI visuals, smart narratives, and more for future-ready BI.
Seamless integration with Azure, Microsoft 365, Fabric, Teams, and more.
Separate Tableau environments, inconsistent KPIs and duplicated dashboards.
Need for governed reporting for audits, submissions, and compliance monitoring.
Leadership needs real-time visibility into performance, risk, and operations.
Expensive Tableau deployments as reporting expands across departments.
Difficulty maintaining secure, trusted, and governed reporting at enterprise scale.
Data spread across core banking, CRM, risk, payments, treasury, and more systems.
Comprehensive assessment to build your migration roadmap.
Pixel-perfect migration with 100% accuracy.
Optimized models for better performance and scalability.
Accurate, optimized DAX for enterprise reporting.
Enterprise-grade governance and security by design.
Enterprise KPIs, profitability,
operations & strategy.
Deposits, lending, branch
performance, cross-selling.
Corporate lending, treasury,
client profitability.
Trading analytics, portfolio
performance, investments.
Risk management, credit risk,
fraud, AML monitoring.
GL, P&L, balance sheet,
close & consolidation.
Segmentation, behavior,
engagement & value.
Collections, service quality,
SLA & productivity.
Yes. Every report undergoes structured validation to ensure regulatory calculations, financial metrics, and executive KPIs remain accurate after migration.
Yes. Power BI provides enterprise governance capabilities including Microsoft Purview, certified datasets, Row-Level Security, deployment pipelines, and audit logging.
Yes. Our specialists recreate financial calculations, risk models, portfolio analytics, and business KPIs using optimized DAX.
Yes. We migrate both Tableau Server and Tableau Cloud environments while redesigning governance, architecture, and security using Microsoft best practices.
Yes. Power BI integrates with SQL Server, Oracle, Azure, Dynamics 365, SAP, Snowflake, APIs, cloud platforms, and numerous enterprise banking applications.
Our experts will help you migrate from Tableau to Power BI with a secure, scalable, and future-ready analytics platform built for financial services.