Pentaho for Financial Services

Trust Your Data to Drive Success

Pentaho empowers Banking, Financial Services, and Insurance (BFSI) institutions to tackle complex data challenges with confidence. From ensuring compliance with regulations like Basel III, GDPR, and DORA to driving AI-powered insights and risk management, our modular, scalable platform integrates, governs, and optimizes financial data across your organization.

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BFSI Faces Growing Data Challenges Are You Ready?

Banks, insurers, and financial institutions face increasing challenges in managing data fragmentation and complexity, regulatory compliance, and AI adoption. Pentaho+ provides a unified BFSI data integration and management platform that modernizes operations, eliminates silos, and powers data-driven decision-making—whether for regional banks, insurance providers, or global financial enterprises.

Unify data: Integrate structured & unstructured sources into a single truth
Ensure compliance: Automation for mandates like Basel III, DORA, AML, & KYC
✔ Manage risk: Use real-time analytics & anomaly detection to prevent fraud
Enable AI insights: Support AI-driven decisions with high-quality, governed data
Scale efficiently: Achieve enterprise growth without vendor lock-in
Personalize experiences: Use data to tailor products and services

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Compliance. Risk. Data & AI Governance. Simplified with Pentaho+

Turn Compliance from a Burden into a Strategic Advantage

Navigating BFSI compliance mandates requires precision, transparency, and audit-ready data. Without the right strategy, compliance becomes a costly risk.

Pentaho+ turns compliance into a competitive edge with automated governance, real-time reporting, and full data lineage tracking, reducing risk and ensuring regulatory alignment.

✔ Automate compliance: Streamline reporting with audit-ready data
Gain real-time visibility: Track and validate data with lineage & traceability
Strengthen security: Ensure encryption, governance, and policy enforcement
Prepare for AI regulations: Support ethical, bias-free, explainable AI
Reduce regulatory risk: Strengthen compliance and mitigate penalties

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Discover How Financial Leaders Solve Compliance & Data Challenges

Trusted Data: The Key to Competitive & Compliant Financial Services
In an era of increasing regulation and digital transformation, financial leaders must prioritize data quality to drive compliance, efficiency, and growth. This paper explores why trusted data is the foundation for resilient, high-performing financial institutions.

AI, Data Governance, and the Future of Financial Services
Explore how AI is reshaping financial services and why strong data governance is critical for ethical, compliant, and high-impact AI adoption. This white paper provides financial leaders with key strategies to align innovation with accountability in an AI-driven future.

Rise of the Data-Fittest: A Guide to High-Performance Data Strategy
Discover how financial institutions can build a resilient, scalable, and compliant data foundation to stay ahead in an AI-driven world. This eGuide equips leaders with the strategies needed to enhance data agility, governance, and competitive advantage.

Discover More

Blogs

Securing and Optimizing Financial Data Pipelines

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Blogs

Why Mid-Tier Banks Require a Closed Source Data Management Solution to Meet DORA Compliance

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Blogs

New CFPB Data Compliance Requirements Will Test the Limits of Financial Data Management Strategies

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Solution Profile

Simplify Data Privacy and Compliance with Automated Discovery & Protection

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Report

DataOps Plays a Key Role in Financial Services

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Solution Profile

End-to-End Data Governance for Complex Regulatory Needs

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Customer Story

Fannie Mae Gets Faster Insights & Better Results with Pentaho

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See How Pentaho+ Can Streamline Compliance & Governance for BFSI

In this demo, discover the advanced capabilities of Pentaho+ for meeting governance and compliance requirements in the banking and finance sectors across the US and EMEA regions. Explore features like automated metadata discovery, data lineage tracking, risk management integration, and collaborative data governance. See how Pentaho+ simplifies data privacy and regulatory adherence while improving operational efficiency, with real-world examples such as AML flag tracking and metadata rules for PII data compliance.

See Pentaho+ in Action

Experience how data intelligence, compliance, and AI-driven insights can transform your financial institution.

Request a customized demo to see how Pentaho+ can work for your specific data challenges and compliance needs.

✔ Automate compliance workflows and reporting with built-in governance tools
✔ Eliminate data silos and ensure high-quality, AI-ready data for better decision-making
✔ Gain full visibility with real-time data lineage, fraud detection, and risk analytics
✔ Scale efficiently with a flexible, cloud-ready architecture for financial institutions

See the future of financial data intelligence—book your demo today!

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