Risk-Smart Financial Decision Making
Transform financial data into actionable insights that drive profitability and manage risk. clariBI provides comprehensive analytics for banks, credit unions, and fintech companies with enterprise-grade security and compliance.
Financial Data is Your Competitive Advantage
Risk Management Blind Spots
Credit risk, market volatility, and operational risks are hard to spot early. By the time problems surface, significant losses have already occurred.
Regulatory Compliance Complexity
Basel III, Dodd-Frank, SOX compliance frameworks require constant monitoring and reporting. Manual processes are error-prone and time-consuming.
Siloed Performance Data
Customer data, portfolio performance, and operational metrics live in separate systems. Getting a unified view requires weeks of manual work.
Questions You Can Finally Answer
"What's our real exposure across all portfolios?"
Holdings data + market data + risk metrics combined
"Which clients are showing early warning signs?"
Transaction patterns + credit data + behavior analysis
"How are our products performing across segments?"
Product data + customer demographics + revenue metrics
"What does each client's complete relationship look like?"
All accounts + interactions + lifetime value
AI-Generated Financial Dashboard
Upload your portfolio data and AI creates a custom dashboard with insights tailored to your financial institution.
Financial Services Analytics
Analyzed from portfolio_data.csv
Portfolio Value
Metric
Risk Score
Metric
Asset Allocation
Bar Chart
Performance Trend
Line Chart
12-month portfolio performance trend
AI Insights
Summary
• Portfolio outperforming benchmark by 2.3% YTD
• Risk-adjusted returns indicate optimal allocation
• Consider rebalancing real estate exposure by Q2
Analyze Any Financial Data
Connect your data sources and let AI surface the insights that matter most to your institution.
Risk Data
Upload risk exposure data, credit portfolios, and market data. Ask questions like "What's our exposure by sector?" or "Which accounts have the highest risk scores?"
- • Credit portfolio data
- • Market exposure data
- • Counterparty data
- • Loan performance data
Portfolio Data
Analyze portfolio holdings, performance history, and allocation data. Ask "How has our portfolio performed vs benchmark?" or "What's our allocation by asset class?"
- • Holdings data
- • Performance history
- • Transaction records
- • Benchmark data
Reporting Data
Upload financial statements, regulatory reports, and compliance data. Ask "What are the key trends in our quarterly reports?" or "How do our metrics compare year-over-year?"
- • Financial statements
- • Regulatory filings
- • Audit reports
- • Management reports
Customer Data
Analyze customer accounts, transaction history, and relationship data. Ask "Which customers are most profitable?" or "What's the average account balance by segment?"
- • Account data
- • Transaction history
- • Relationship records
- • Product holdings
Transaction Data
Upload transaction logs and activity data. Ask "What are the transaction patterns by channel?" or "How has transaction volume changed over time?"
- • Transaction logs
- • Payment records
- • Channel data
- • Activity reports
Ask Any Question
Once your data is connected, ask questions in plain English. The AI analyzes your data and generates insights, charts, and reports automatically.
- • Natural language queries
- • AI-generated insights
- • Automatic visualizations
- • Exportable reports
Pre-Built Financial Services Templates
Risk Management Dashboard
Comprehensive risk monitoring across all portfolios
Portfolio Performance Tracker
Asset allocation and performance monitoring
Regulatory Compliance Monitor
Compliance-ready tracking and reporting
Customer 360 Analytics
Complete customer profitability and behavior analysis
Transaction Analysis Dashboard
Analyze transaction patterns and anomalies in your data
25+ financial services templates ready to use
Browse All Templates →Connect Your Financial Data
Database Connections
PostgreSQL, MySQL, SQL Server
REST APIs
Direct API connections
Data Warehouses
BigQuery, Snowflake, Redshift
Salesforce
Via Airbyte / CSV
QuickBooks
Via Airbyte / CSV
Webhooks
Real-time data streaming
Export From Any System
Export data from your core banking, trading, or accounting systems as CSV or Excel files, then upload to clariBI for AI-powered analysis.
Start Analyzing Your Data →Transform Financial Decision Making with Data
Transform how you manage risk, maintain compliance, and drive profitability through AI-powered analytics designed for financial services.
Enterprise security • 14-day free trial • No credit card required