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The customer is one of the oldest mutual banks in the United States and one of the largest community banks in Massachusetts. The bank offers comprehensive products and services for personal, business, and commercial banking, financial, and insurance needs.

The customer had an analytics solution in Domo but wanted to migrate to Power BI to save on licensing costs. They felt the high costs could lead to budget reallocations, potentially diverting funds away from critical areas like R&D, marketing, or personnel, and limiting the scope of operational enhancements.

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