Expert-led insights
Our team combines financial and data analytics professionals with extensive industry experience.
Finwise Analytica turns complex data into business insight
Financial analytics, modelling, budgeting, risk analysis, investment insight and corporate training in Excel, Power BI, SQL and finance.
Advertise
Advertise in one of our reports — seen by executives and decision-makers
What we offer
Core services
Data analytics & business strategy
- Data-driven decision support
- KPI dashboards and reporting
- Strategy execution and performance tracking
Financial analytics & business intelligence
- Financial modelling and forecasting
- Budgeting and cost optimisation
- Risk management and scenario analysis
- Investment and portfolio analysis
- Lender and investor due diligence
Corporate training & capacity building
- Microsoft Excel (basic, intermediate, advanced)
- Financial modelling and valuation
- Power BI and data visualisation
- Microsoft SQL for data analysis
- Finance for non-finance managers
- Understanding your numbers, for relationship managers in financial institutions
Loan dashboards
Your data, working for you every month
Most institutions collect good data. Few turn it into information their leadership can act on. We build Power BI dashboards that refresh your loan portfolio view automatically.
- Loan book and performing book
- Portfolio at risk by ageing bucket
- Disbursements by province and district
- NPL ratio trend over time
Automated reporting
Reports that build themselves
We connect to your own numbers once, agree the format, and the pack arrives on schedule from then on, every month or quarter, with no spreadsheet work in between.
Automated Management Reports
Monthly management accounts and KPI packs, refreshed from your source data, in a format your managers already recognise.
Automated Board Papers
Board and ALCO packs assembled on your reporting calendar, with ratio trends, commentary placeholders and consistent presentation every quarter.
Automated Financial Statements
Statement of financial position, profit and loss, cash flow and the supporting notes, produced to the same structure each period and ready for review.
Advertise with us
Advertise in one of our reports
Our quarterly reviews are read by MFI and bank CEOs, executives, board members, regulators, institutional investors and market analysts. Sponsorship is limited to a handful of sector-adjacent organisations per issue, and never offered to the institutions being ranked, so your brand sits beside research people trust.
- Cover, inside cover, a dedicated sponsor feature and branded footers
- Three to five sponsor slots per issue, sold annually across all four editions
- Distributed to decision-makers across Zambia's financial sector
Beyond the reports
Your board reports, built automatically every quarter
We turn your internal numbers into board-ready packs refreshed on your schedule, using the same data pipeline that powers our industry reports.
- Board and ALCO packs
- Monthly management reports
- Executive dashboards with ratio trends
- No last-minute data crunching
Why Finwise
Why organisations across Zambia trust us
Tailored solutions
We shape every engagement around your business needs and goals.
Modern tools
We use artificial intelligence, Power BI, Microsoft Excel and SQL to produce insight you can act on.
Proven track record
We have trained over 100 professionals and delivered solutions with measurable business impact.
Need these numbers inside your institution?
We run the same data pipeline behind these reports for your board, ALCO and management packs, refreshed on your schedule.