Financial Services

Custom manager diagnostic dashboards for deeper market insights and portfolio management, plus BI advisory.

Where we help

Governed data for portfolio and market decisions

Portfolio and market-insight dashboards built on governed data
Data quality and lineage controls for audit-ready reporting
Cloud data platform modernization for scale and cost control
BI advisory alongside implementation, not just tooling

How we work

Compliance and governance built in, not bolted on

Financial services data carries regulatory weight most industries don't. Governance, quality, and security controls are embedded from the Assess phase onward, so audit-ready compliance is a property of the platform — not a separate project.

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Proof, not promises

Financial services case studies

Building an In-House NACHA-to-EDI 820 Exchange on Informatica B2B for a Tier 1 Regional Bank

aiDataWorks stood up the bank's own Informatica B2B stack and built the NACHA-to-EDI 820 pipeline, diagnosing a critical installer bug along the way.

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Five Disconnected Systems, One Governed Lakehouse: Modernizing Data for 3.1M Microfinance Borrowers

A governed Snowflake lakehouse with real-time CDC ingestion and Informatica MDM resolved every borrower into a single trusted record.

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Let's build your AI-ready data foundation.

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Or email sam.singh@aidata.works