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Analyze the financial performance of the insurance sector and the financial system using exclusive indicators.

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Access exclusive
high-value insights

Building on already processed public data from official sources through our SPIM PÚBLICO service, we have developed new solutions in which DATAX has applied its deep expertise in finance and insurance, leveraging new technologies and generating many standard indicators as well as exclusive ones to deliver precise insights.

The SHAF Banking and SHAF Insurance tools provide financial institutions and insurance companies with a set of knowledge-rich modules that allow them to analyze, in exceptional detail, the financial performance of their sector and their peers.

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Easy-to-use, dynamic tools

The different SHAF modules and tools are built in two universally used platforms: Excel and Power BI.

Excel, through pivot tables and dynamic charts, lets you analyze all SHAF’s standard and exclusive indicators. It also allows you to configure the peer companies you want to study down to the smallest detail, and includes a customizable evaluation model for assessing results across the different indicators.

Since Power BI is a business analytics solution that enables the creation of dashboards and visual panels, it is the ideal tool for analyzing each company’s financial results. All of this analysis translates into data-backed insights for better decision-making.

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SHAF features

Wide range of indicators

It provides standard financial ratios such as liquidity, profitability, leverage, and others, as well as many exclusive SHAF indicators.

Automatic indicator calculation

These calculations ensure accuracy as different qualitative variables are selected and combined while using the tool.

Peer configuration

The tool can be customized by setting indicator benchmarks and comparison peers.

Evaluation model

It allows you to build a custom scoring model by selecting indicators, defining ranges, setting score weights by scenario, and more.

Who can benefit from SHAF?

Mainly, any of the following areas within an organization

Finance area

SHAF enables highly detailed, trend-based analysis of a wide range of risk, commercial, and other indicators—ideal for finance professionals in insurance companies and financial institutions.

Deposits and/or Operations area

With SHAF, you can gain full control over deposit performance, monitoring deposit accounts down to a fourth level to get a comprehensive, comparative view that supports informed, strategic decisions to improve competitiveness.

Planning area

SHAF includes balance sheet information for the financial system with multiple levels of breakdown, making it a tool you can use every day.

Choose the solution that best fits your needs.

Revolutionize financial analysis with a comprehensive solution for calculating financial ratios essential for assessing insurers’ financial health and performance. This advanced service enables consistent, apples-to-apples comparisons across insurance companies.

It’s an advanced tool that lets you study and understand the financial situation of institutions at both national and departmental levels, through a series of complex, sophisticated analyses that can be carried out at high speed.

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