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Ataccama for Financial Services

The fastest path
to AI outcomes runs
through trusted data

Financial institutions built the data controls regulators demanded. Now the leading data teams are using that foundation to accelerate AI and deliver measurable business outcomes. Ataccama helps you make that shift.

Trusted globally by high-growth companies​

Data expectations in financial services have shifted

The institutions pulling ahead aren't just managing data better.
They're deploying it faster. Here's what's driving the pressure.

Regulation

Hard-won regulatory progress is at risk
without consistent data foundations

The quality, lineage, and governance controls built to meet regulatory expectations are the same foundations that enable AI. Erosion in one means exposure in both, and starting over isn't a realistic option for either.

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AI readiness

AI is running into data problems in real time 

AI agents are already accessing source systems directly, bypassing the warehouses where data used to get cleaned. Data quality is no longer a post-activity. It's a real-time requirement at the point of access.

AI readiness
Platform debt

Incumbent
tools are slowing
companies down

Tools

If the current platform takes 8–12 months to support the organization’s modernization journey, e.g. toward cloud-native data platforms such as Snowflake or Databricks, every AI initiative waits behind it. The integration burden, testing cycles, and change management overhead are the real adoption barriers.

Business pace

The business wants results now, not in months

Monthly AI releases, CFO-certified value targets, business teams with their own AI mandates — the pace of expectation has fundamentally changed. Organizations that can move from data investment to measurable outcomes in weeks, not quarters, have a structural advantage. That speed only comes from a foundation that's ready to deploy, not still being assembled.

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Cost efficiency

Growing capability without growing cost

Business expectations keep rising while data budgets compress. The only way to scale AI and analytics output without scaling headcount is a foundation that automates quality, reduces manual stewardship, and frees your team for higher-value work.

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Your AI ambitions
are only as strong as
your data trust

AI ambitions consistently outpace data foundations. Models trained on inconsistent data underperform. Agents hitting ungoverned source systems produce unreliable outputs.

Ataccama connects quality, lineage, governance, and observability in a single, agentic data trust platform, natively integrated with Snowflake and Databricks, and built to work across the rest of your estate. Your governance foundation doesn't need to be rebuilt. It needs to be activated.

Stand up trusted data

for AI in weeks, not quarters

Govern data quality

at the source, not after the fact

Scale capability

without growing team size or cost

Unify governance

across cloud, on-prem, and legacy systems

Cut data quality rule

deployment from weeks to days

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Built for the realities of financial services

Governed data catalog

 Centralize business definitions, quality metrics, and data policies, making data easy to discover, understand, and trust. Provide teams with the context they need so every dataset is not just accessible, but meaningful and actionable.
Governed data catalog

AI-powered stewardship

Automate data onboarding, rule creation, application, and more with ONE AI Agent, your digital data steward, without losing oversight. Transparent, reviewable reasoning keeps your team in control while freeing capacity from manual stewardship work.
AI-powered stewardship

Data quality & observability

Catch incomplete or invalid data before it reaches AI models or reporting, with real-time monitoring across pipelines and environments. Spot failures early, understand what changed, and act before downstream processes are affected.
Data quality & observability

Data lineage with
business context

Trace any value from source to output with the context to explain how it was produced, what controls were applied, and whether it's fit for purpose. No manual reconstruction when regulators or model risk teams ask questions.
Data lineage with business context

Reference data management

Keep shared data aligned across systems, lines of business, and regions. Reduce reconciliation effort, eliminate duplicate records, and give AI and analytics a consistent, authoritative data foundation to work from.
Reference data management
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Business benefits & ROI

With Ataccama, financial institutions see measurable gains:

$1.8M Improved business outcomes
with Customer 360
348% ROI driven
with Ataccama ONE
$1.3M Reduced risk
of mismanaged data

Results from financial institutions like yours

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US Bank

AI enablement and data trust

A US bank approaching $50B in assets replaced a failed data governance implementation with Ataccama, establishing automated quality checks, a governed catalog, and end-to-end lineage that auditors and business teams can rely on. The foundation now supports live AI initiatives across fraud detection, investor reporting, and their HSA business.

$50B In assets at the bank
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Global insurer

Customer 360

A global insurer unified 120 million records from 200 acquisitions in six months, establishing a single trusted customer view that now powers personalized servicing, AI-driven recommendations, and scalable onboarding across the business.

120 M Records unified
200 Acquisitions consolidated
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US Bank

Operational modernization

Following a major merger, a US bank centralized 11,000 critical data elements across 16 sources, built on consistent definitions and quality controls rather than replicated legacy complexity. Now scaling to 77,000 rule validations to drive accountability across the organization.

11,000 Critical data elements
16 Sources centralized
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Lloyds Banking Group

Financial crime and AML

Lloyds Banking Group uses Ataccama to verify data for AML, sanctions, and post-trade processes across Retail and Commercial banking, reducing compliance risk, eliminating blind spots, and supporting audit readiness at scale.

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See the platform
in action
Discover how our products deliver value for
financial institutions.
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Discover practical use cases

Explore how our reference data management solution can address your specific business needs.

Tailored for your industry

Learn how businesses in your industry are leveraging Ataccama ONE Data Observability for success.