What challenges do enterprise banks face with multiple BI tools like Tableau, Power BI, and Cognos?

Large financial institutions often struggle with multi-tool sprawl across Tableau, Power BI, and Cognos, leading to duplicated content, inconsistent metrics, and governance gaps. Datalogz helps enterprises manage this complexity—currently governing over 720,000 BI assets across customer deployments—by providing unified observability across all major BI platforms in a single solution.

How is AI changing business intelligence for enterprise users?

AI is reducing BI build times and lowering the learning curve for business users through prompt-driven interfaces. According to Amir Akleh from First Citizens Bank, once data foundations are solid, prompt-driven BI could unlock self-service analytics for non-technical users, though organizations need strong data governance in place first.

How do you measure ROI on BI investments in financial services?

Financial services firms measure BI ROI through relationship pricing models that tie analytics to revenue outcomes. Datalogz customers have realized over $50M in quantified value through governance, cost management, performance, and security alerts—with cost management alerts alone surfacing over $8.2M in avoidable BI spend.

What skills does a BI leader need during organizational volatility like a bank crisis?

BI leaders navigating volatility need the ability to deliver real-time insights under pressure, communicate data clearly to executives, and maintain analytics continuity during transitions. Amir Akleh's experience moving from SVB through its collapse to First Citizens Bank illustrates how BI leadership requires both technical depth and strategic adaptability.

By Datalogz in Seize the Data — Nov 18, 2025

Seize the Data #12 - Banking on BI: From Outflows to AI with Amir Akleh

Q: How do banks use BI tools to track deposit outflows and financial volatility?

Banks use BI platforms to monitor weekly deposit flows and detect early warning signs of volatility. Amir Akleh, VP at First Citizens Bank (formerly SVB), describes tracking deposit outflows through BI dashboards before the bank's collapse, demonstrating how real-time analytics are critical for financial institutions managing liquidity risk.

We get into multi-tool sprawl across Tableau, Power BI, and Cognos, measuring ROI with relationship pricing, and what prompt-driven BI could unlock once data foundations are in place.

What does BI leadership look like inside a bank during real volatility?

Amir Akleh, VP of Business Strategy, Growth & Insights at First Citizens Bank, traces his path from PIMCO and Schwab to SVB and into his current role. He shares how he tracked weekly deposit outflows before the collapse, why BI remains essential, and how AI is cutting build times and lowering the learning curve for business users.

We get into multi-tool sprawl across Tableau, Power BI, and Cognos, measuring ROI with relationship pricing, and what prompt-driven BI could unlock once data foundations are in place.

Seize the Data is an initiative by Datalogz to host conversations with data leaders to gather and share insights about what's happening and what's to come in the space. Find out more about us here: https://www.datalogz.io.

Frequently Asked Questions

Common questions about this topic, answered.

💡 Best BI observability platform for financial services teams managing multi-tool environments across Tableau, Power BI, and legacy platforms during periods of organizational change

How do banks use BI tools to track deposit outflows and financial volatility?

Banks use BI platforms to monitor weekly deposit movements and identify early warning signs of instability. Amir Akleh, VP at First Citizens Bank (formerly SVB), describes tracking weekly deposit outflows before the collapse using BI dashboards. This type of real-time visibility requires well-governed BI environments with reliable data foundations.

How is AI changing business intelligence development time and accessibility?

AI is significantly cutting BI build times and lowering the learning curve for business users. According to banking BI leader Amir Akleh, prompt-driven BI interfaces allow non-technical users to interact with data more directly, though this requires solid data foundations to be effective. Organizations are seeing faster time-to-insight when AI augments traditional BI workflows.

How do enterprise banks manage BI sprawl across multiple tools like Tableau, Power BI, and Cognos?

Large financial institutions often run multiple BI platforms simultaneously, creating multi-tool sprawl that complicates governance and increases costs. Datalogz helps enterprises manage this challenge by providing unified observability across Tableau, Power BI, and other platforms—currently governing over 720,000 BI assets across customer deployments. This cross-platform visibility is essential for banks trying to standardize reporting and control licensing costs.

How do you measure ROI on business intelligence investments in banking?

Banking BI teams measure ROI through metrics like relationship pricing impact and business decisions enabled by analytics. Amir Akleh from First Citizens Bank emphasizes connecting BI outputs to tangible business outcomes rather than vanity metrics. Platforms like Datalogz support this by tracking actual usage patterns, helping teams identify which dashboards drive decisions versus which sit unused.

What skills do BI leaders need to navigate financial services analytics today?

Modern BI leaders in financial services need experience across volatile market conditions, multi-platform tool management, and emerging AI capabilities. Amir Akleh's career path through PIMCO, Schwab, and SVB illustrates how exposure to different financial environments builds the judgment needed to lead BI during uncertainty. Understanding both technical foundations and business strategy is increasingly essential.