Business Intelligence Companies & Consultants in Tulsa, OK

iDENTIFY is a data engineering and analytics firm in Tulsa, Oklahoma, that works only with community banks, credit unions and the fintech companies that partner with them. It was formerly known as AeroVision. The firm helps financial institutions gather information that is spread across core banking systems, card processors, lending platforms and fintech partners.

It brings that information together in one governed cloud warehouse that business intelligence teams can use. It has spent more than five years on banking and fintech data and reports over 30 active client institutions across the United States.

Services and Platform

The firm groups its work into three connected areas. Data infrastructure moves core data into a warehouse. Data engineering checks, cleans and standardizes those records. Data analytics gives staff dashboards and near real-time reporting. iDENTIFY is a Snowflake Premier Partner and builds its solutions natively on Snowflake. It sells its own platform and an analytics product called iNSIGHT. Its main offerings include:

• Migrating data from Fiserv, Jack Henry and FIS cores into Snowflake
• Interactive dashboards in Power BI and Sigma
• Standard data schemas for AML, BSA, risk and regulatory reporting
• Data pipelines for onboarding new fintech partners
• A single combined view of each customer (Customer 360)
• Getting data ready for AI projects, including plain-language questions answered inside Snowflake

According to the company, it has connected more than 80 data sources and over a dozen core systems, and it cleans more than 70 million transactions every day. It works with many tools banks already use, such as nCino, Banno, Verafin, Unit21, Oscilar, Salesforce, HubSpot, Tableau and Cognos. It also works with the major cloud providers and Databricks.

How Engagements Work

Projects follow a four-step roadmap. In discovery, the team learns about the institution's data and how it wants to use it. In design, it maps current and future workflows to decide which improvements to deliver first. In implementation, it moves and reshapes the data so staff can understand it.

After launch, it keeps supporting the data lake and the analytics tools. Banks are paired with engagement managers, and the firm says it aims to keep communication and project management simple for them.

Results and Credentials

Case studies on the site describe work for CCBank, Focus Bank, Sutton Bank and Old Glory Bank. In the CCBank project, inconsistent transaction feeds from several fintech partners were combined into one AML data model. That data was mapped automatically into a monitoring tool, with clear tracking of where each record came from. The company holds a SOC 2 Type II attestation, which covers its controls for security, availability and confidentiality.

Background and Team

The company started when two high school friends in Tulsa set up an aerial video business. It later moved into creative media and web development. A data problem at one community bank then turned it toward its current focus. Co-founder Lee Easton is an Oklahoma State University graduate.

The team includes data architects, analytics engineers, infrastructure engineers and a technology director with deep FIS experience. The firm says its mission is to help banks move away from batch-file processes so community institutions can stay competitive.

Momentum3 (often shortened to M3) is a technology, marketing and data consultancy based in Tulsa, Oklahoma, with a second office in Edina, Minnesota. Business intelligence is one of five connected practice areas. The others are custom software, websites and digital platforms, growth marketing, and strategy consulting. Buyers looking at BI partners will find a firm that treats reporting and analytics as part of a wider digital system rather than a standalone deliverable.

Business Intelligence Capabilities

The firm's data practice focuses on pulling information that sits in separate places into one consolidated view. Teams can then track performance, spot opportunities and decide what to do next. Its published BI work includes:

• Data strategy and data warehousing
• ETL architecture and data integration
• Business intelligence and BI dashboard development
• Executive, operational and marketing analytics dashboards
• Revenue and KPI reporting
• Data visualization and automated reporting
• Customer data and campaign performance analysis

Because the same team also builds software, APIs, system integrations and cloud applications on Azure, it can handle the plumbing that feeds the dashboards as well as the dashboards themselves. That suits organizations whose reporting problems start with disconnected or outdated systems.

Who They Serve

Momentum3 works mainly with growing companies, mid-market organizations and established teams. These clients typically need better systems, clearer data, stronger digital experiences or more effective marketing, and many operate in fields where compliance, customer experience and measurable performance all matter.

Projects featured on its site include work for Tulsa Community College, APWU Health Plan, the Oklahoma City Indian Clinic, Welch State Bank and an agriculture marketplace app called StockLink. The firm also shows its own AI-assisted property damage reporting tool and an internal workforce platform called M3 Compass.

How They Work

Clients don't need a finished scope to get started. Momentum3 says most engagements begin with a business problem rather than a defined solution. The team first works to understand the issue, the users and the technical requirements, then lays out a practical plan before building anything.

Delivery follows three broad stages: planning the direction, building tools that fit the client's actual operations, and then improving results through data, reporting and continued optimization. Buyers can hire the firm for one specific need, such as a single dashboard, or combine several service areas when a challenge involves technology, marketing and analytics together.

Support continues after launch through maintenance, reporting, performance tuning and strategic advice, and the company also offers support agreements for clients who need extra hours.

What Sets Them Apart

The firm uses artificial intelligence as a working tool across research, prototyping, development, content and data planning, while keeping people in charge of strategy and quality. Its strategy practice covers software selection, platform evaluation, AI workflow consulting, digital transformation and system audits, which can help when choosing or restructuring a BI stack. For buyers who want analytics tied closely to their software, websites and marketing performance, the main draw is having all of those disciplines under one Oklahoma-headquartered team.

Overview

Xceltek is a managed technology provider based in Tulsa, Oklahoma. It works with organizations in the Tulsa metro and across the United States. Analytics is one part of a broader portfolio. The company lists Business Intelligence among its service lines and ties that analytics offering to its Xpulse product.

It also provides a full range of IT support, security, cloud and compliance work. Buyers who want reporting and analytics from the same partner that runs their infrastructure may find that combination the main attraction.

Business intelligence and related offerings

The company publishes little detail about its analytics work. Prospective clients should ask about data sources, dashboards and tooling during a consultation. The site does show several capabilities that often support a BI initiative. These include system integration that connects separate applications and platforms. A client portal also shows customers the status of their tickets, devices and backups. The full service catalog includes:

• Business intelligence and data analytics (Xpulse)
• Managed IT and helpdesk support (XManage)
• Cybersecurity with threat detection and SIEM monitoring (XProtect), delivered with sister company Cytek
• Cloud migration, Microsoft 365 and Azure hosting (XCloud)
• Encrypted backups and disaster recovery (XBackup)
• Regulatory compliance for HIPAA, PCI-DSS and SOC 2
• Network design, VoIP phone systems and system integration
• vCIO strategic planning, plus web design and digital marketing

Industries served

Dental and healthcare organizations are a core focus. Xceltek supports dental offices, oral surgery practices and multi-location dental service organizations. It also supports common practice management platforms such as Dentrix and Eaglesoft. Outside healthcare, it lists experience in these sectors:

• Legal and financial services
• Manufacturing and automotive
• Education
• Engineering and construction
• Logistics and real estate
• Retail and hospitality
• Non-profit and private equity

Many of these sectors carry regulatory obligations. The company treats compliance support for frameworks such as HIPAA, GLBA, FERPA and CMMC as part of its industry work.

How engagements work

The firm describes a three-stage approach:

• Assessment: project managers review a client's existing environment and plan a suitable solution.
• Rollout: the team implements the plan, which can include EHR integrations, imaging systems and practice software.
• Ongoing support: troubleshooting, technical help and user training are available around the clock.

Xceltek says calls reach a live person rather than an automated queue. Based on its 2025 help desk data, it reports an average response time below one minute. Agreements are described as having straightforward pricing and no long-term lock-in. A program for new businesses offers a reduced first term.

Background and team

Xceltek has operated since 2010 and keeps its headquarters in Tulsa. For work outside Oklahoma, it draws on a national network that it says includes more than 4,000 technicians, and it sends on-site help to client locations in major markets. The leadership team includes:

• Fadi Basma, President and Managing Partner, who has an electrical engineering background
• Andrew Gole, Chief Technology Officer, who oversees engineering across Xceltek and its sister companies
• Theresa Wacker, Chief Operating Officer

Technology partners named on the site include Microsoft, Cisco and TD Synnex.