Business Intelligence
Ajaia's Financial Multi-Search is the BI platform built for financial services — connecting your CRM, Preqin, PitchBook, and every other data source into a single governed workspace where analysts find the right intelligence faster.
Business Intelligence
Business intelligence tools are platforms that collect, integrate, and analyze data from multiple sources to help organizations make faster, better-informed decisions. In financial services, BI tools should surface the right signal — on the right firm, at the right moment — from a landscape of fragmented, often contradictory data sources. Ajaia's Financial Multi-Search is a different kind of business intelligence platform. It unifies every source at query time, applies AI-powered confidence scoring across all matched records, and delivers BI intelligence that is outreach-ready.
Method
Ajaia's platform applies business intelligence across the full research-to-outreach workflow — from a unified query to a validated CRM update — without any manual reconciliation in between.
A single search pulls your CRM and every connected financial database simultaneously. Business intelligence tools that operate on one source at a time miss the complete picture — Financial Multi-Search shows it all at once.
BI intelligence is only valuable when you know which data to trust. AI confidence scoring ranks each matched profile by completeness, flags conflicts, and highlights gaps — so analysts move faster without sacrificing accuracy.
Validated BI intelligence pushes directly to Dynamics 365 — new profiles created, existing records updated, no manual entry. Business intelligence tools should close the loop between insight and action automatically.
Coverage
From unified querying to enterprise-grade governance, Financial Multi-Search delivers the business intelligence tools financial services teams need to move from data to decisions.
FAQ
Business intelligence tools are platforms that integrate data from multiple sources, apply analytical logic, and surface insights that help organizations make faster, better decisions. Standard reporting dashboards show you historical data from a single system. BI tools bring multiple sources together, resolve conflicts, and deliver forward-looking intelligence you can act on.
In financial services, BI tools need to unify fragmented data sources — CRM, Preqin, PitchBook, FINTRX, ZoomInfo, and others — and surface the most accurate, complete picture of any firm or contact. Effective BI for business in finance also needs to close the loop back to your CRM, so intelligence becomes action rather than a report someone reads and then manually re-enters.
Financial Multi-Search acts as a BI intelligence layer on top of the data sources and CRM your team already uses. It queries all of them simultaneously, scores the results, and syncs validated data back to Dynamics 365 — so your existing subscriptions deliver more value rather than being replaced.
Ajaia delivered a production deployment for a financial services fundraising firm in 3 months, including data-flow mapping, schema normalization, platform build, and team enablement. The timeline depends on the number of data sources, CRM configuration, and the specific BI use cases prioritized for phase one.
Related
Watch Ajaia's Financial Multi-Search unify six data sources, deliver AI-scored BI intelligence, and sync validated records to your CRM — live, in 30 minutes.
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