Finance, Success-Stories

How Globalance Bank transforms data into a new customer experience

Together with Datahouse, Globalance Bank has developed DataHub: a central data platform that makes sustainability indicators transparent, accelerates internal processes, and offers customers a new, interactive banking experience.

vonAlessio Biribicchi

18 Sep 25

Globalance Bank stands for sustainable banking and consistently focuses on transparency when advising its customers. Together with Datahouse, it has created DataHub, a central platform that intelligently connects a wide variety of data sources and makes them usable for new insights.

The result: a powerful solution that visualizes sustainability metrics such as implied temperature rise (ITR), makes internal processes more efficient, and offers customers an interactive experience in the Globalance World.

*Globalance World illustrates the impact and return on assets in real time.*

The vision

Globalance Bank aims to use DataHub to create a central platform that seamlessly links all existing data sources. This will enable data-driven innovation, optimize internal processes, and support informed decision-making.

There is a particular focus on the intelligent use of sustainability indicators—above all, the Implied Temperature Rise (ITR)—to give customers transparent insights into the climate impact of their portfolios.

The vision: to use data in a targeted manner to create high-quality, personalized experiences and further expand the bank’s competitive position as a pioneer in sustainable banking.

*The details page shows the warming potential, footprint, megatrend share, and returns for the security.*

The challenge

From a business perspective, the key challenge was to establish an end-to-end data platform that could efficiently process and analyze large, heterogeneous data sets and integrate them into existing channels. All of this had to be achieved without compromising performance, data quality, or governance.

An overview of the four key challenges:

Complex data integration

Consolidation of internal portfolio data, external market data (MSCI, Factset, Morningstar), and manual entries, including look-through and issuer mapping.

Definition of sustainability KPIs

Clear methodology for calculating ITR and other key figures, tailored to different data qualities and sources.

Governance & Access

Clear regulation of licenses, authorizations, and responsibilities when multiple parties are collaborating simultaneously.

Integration into existing systems

Embedding of data in the Globalance World website, including interactive visualizations.

The solution

The DataHub was designed and built in collaboration with Globalance Bank using an agile, iterative approach. The goal was to quickly deliver initial productive functions and create a future-proof, scalable architecture.

An overview of the four key benefits:

Central data platform in Microsoft Fabric

Consolidation of all relevant data sources, including historization of raw and calculated data.

High-performance data processing

Implementation of complex analyses and KPIs in data flows and pipelines with Python notebooks, structured optimizations via SQL.

Efficient data provision

Implementation of a GraphQL API for fast and targeted data queries in website integration.

Transparent, close cooperation

Biweekly meetings to present results and prioritize next steps.

Benefits for Globalance Bank

The successful establishment of the DataHub benefits Globalance Bank on several levels: strategically, operationally, and in customer interaction.

Strategic positioning

Strengthening its role as an innovative, sustainable bank with a high level of data and analytical expertise.

New customer experience

Interactive visualizations in Globalance World promote customer transparency and engagement.

Efficiency and internal use

Reduction in manual effort, improved data quality, faster decision-making processes.

Specifically, an 80% increase in efficiency was achieved in the calculation of key performance indicators compared to the previous setup.

Flexibility & Future-proofing

Easy to expand for new KPIs, data sources, and regulatory requirements.

The DataHub also helps make it easier to use data across the whole Microsoft platform and opens up a lot of potential for automating business processes.

Success

The DataHub, developed in collaboration with Datahouse, is the key to Globalance Bank’s intelligent use of its data. It enables centralised management and precise sustainability analysis. Interactive customer communication is also possible through the DataHub.

The combination of cutting-edge technology, deep industry knowledge, and a clear focus on sustainability creates measurable added value for the bank and its customers and lays the foundation for data-driven innovations in the future.

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