Industry: Financial services

Trust your
financial data.
Accelerate your AI.

Financial institutions are under pressure to deploy AI faster while managing growing regulatory complexity. Our agentic data trust platform gives you the trusted, AI-ready data foundation you need to scale AI confidently, stay audit-ready, and modernize without rework.

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Trusted globally by leading enterprises

Watch the customer journey of scaling data quality

Virtual speaking session of Lloyd's Banking Group

The stakes have never been higher

Here are the most common challenges we help our financial services customers solve.

Losses from non-compliance

Mitigate risks from lending to unqualified borrowers, security breaches, and financial crime. Consolidate customer data, identify PII, classify data according to regulations, manage access and track data flows across systems.
Inability to unlock cross-sell opportunities

Increase customer lifetime value by expanding cross-sell opportunities within your existing customer base. Consolidate customer portfolios, eliminate duplicate data, and uncover new revenue streams.
Sky-high customer
expectations

In today’s instant-everything world, customers expect the same speed and personalization from their financial institutions. Enhance satisfaction and loyalty with data-driven insights and hyper-personalized recommendations.
Inefficient operations

Improve operational efficiencies, and reduce costs by automating lending, compliance, marketing, and customer service/experience processes like document processing and tailored product recommendations.
Risk of incorrect regulatory reporting

Feed business-critical KPIs and regulatory reports with trusted data. Reduce compliance audit efforts, streamline compliance control implementation, and eliminate data errors.
Scattered customer portfolios

Consolidate customer data to eliminate duplicates that compromise service quality, hinder personalization, and limit cross-sell opportunities. Build an MDM hub with golden records to streamline operations, empower teams, and ensure regulatory compliance.

Explore data
management use cases
for financial services

Learn about the most common use cases that drive success in the financial services industry.

Regulatory compliance reporting

Stay ahead of data regulations, prevent crippling data breaches, and protect your reputation with an agentic data trust platform.
Credit risk processes

Balance risk and return with effective credit risk management to protect cash flows, control costs, and ensure financial stability.
Financial crime & AML

Combat cyberattacks, fraud, and data breaches with real-time anomaly detection, robust data protection, and high-quality data pipelines powering AI/ML for risk prevention.
Customer 360

Build a 360-degree customer view to offer tailored financial products and services that delight, retain, and grow your client base.

Our capabilities and approach

Ataccama's agentic data trust platform, powered by the ONE AI Agent, transforms
how financial services organizations manage, govern, and trust data at scale.

Data quality & observability

Detect anomalies early and resolve issues before
they impact downstream systems.

Reference & master data management

Unify policyholder, product, and transaction data
into a golden record.

ONE AI Agent

Your digital data steward. Auto-generate DQ rules,
find anomalies, and fix issues at the source.

Scalable, secure integration

Connect disparate systems with write-once,
apply-anywhere rule reusability.

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

Success stories

Real-world case studies from our customers in financial services.

Success Story

Data quality with purpose: Taking a data first approach and moving from assumption to assurance

“As part of the journey we’ve gone through with Ataccama, we’re becoming more data-first, moving from assumption to assurance around data quality.” Steven Bennett, Head…

Success Story

Enhancing data management at Fifth Third Bank

Fifth Third Bank, a leading financial institution, recognized the potential of leveraging data as a strategic asset. They identified opportunities to scale their data management…

All success stories

Explore all the
Ataccama
features Learn more about our capabilities used by financial institutions.

Explore Ataccama ONE