Company
Centaur Financial Services
Solution
Power BI
Azure SQL Database
Azure Data Factory
Centaur Financial Services Case Study
Custom Power BI reporting for financial services
Company Background
Centaur Financial Services is a leading financial planning firm on the Gold Coast who have earned some of the best awards and recognition in the financial advice profession.
Problem
Centaur Financial Services have a proactive and forward-looking approach not only in advice but also in implementing business systems. They wanted to leverage their data to make better decisions based, have a better view of capacity and resourcing and have better insight into performance.
Our Solution
To achieve these goals, we implemented a solution that consisted of an Azure SQL data warehouse, ETL (Extract Transform Load) pipelines and a suite of Power BI reports. In this solution, data is automatically acquired from multiple sources via ETL pipelines and stored in a data warehouse in preparation for reporting. Power BI then visualises this information in a way that offers the required insights.
Benefits
The solution we put in place equips the business with integrated data and insightful visuals. This enables decisions based on data, oversight of capacity and resourcing, and an understanding of performance, achieving all objectives.
We are extraordinarily grateful for the opportunity to work with Centaur.
“We set out looking for ways to improve visibility and decision-making across our financial services business, and partnering with On Report to build out our Power BI reporting has been a game-changer.
From the outset, their proposal was clear and focussed on outcomes. They delivered automated data refreshes, consolidated multiple data sources into one intuitive dashboard, and introduced drill-through functionality that gives us both a macro view as well as the ability to dive deep into specifics.
What I value most is that the reporting now helps us measure and track the health of our business—not just lag measures, but lead indicators as well. It has also helped us cleanse our data by consistently identifying anomalies much faster than relying solely on our CRM. This improvement in data integrity has given us confidence in the decisions we make and supports operational excellence across the organisation.
The dashboards are visually engaging, easy to navigate, and designed for usability across the entire team, which means we can extract insights quickly without technical complexity.
Lachie’s professionalism, responsiveness, and deep expertise in our source programs and Power BI have transformed how we use data to drive strategy and growth. If you’re looking for a partner who can turn complex data into actionable insights, I highly recommend Lachie and On Report.”
Explore more success stories below
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My Wealth Solutions is a financial advice firm that provides personalised holistic advice through boutique advisory offices in Brisbane, Sydney, Melbourne and the Gold Coast. We helped My Wealth to achieve complete visibility over business operations.
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Centaur Financial Services is a leading financial planning firm on the Gold Coast who have earned some of the best awards and recognition in the financial advice profession. We helped Centaur achieve their data-driven decision making goals.
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Beaulife Group is a financial planning firm specialising in risk insurances. It is their mission to help clients create a safety net in preparation for the unknown. We helped Beaulife with using Power BI to unlock the value of their data.
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