Financial ServicesScale AI Without Rebuilding Your Data Stack

AI success depends on the right data foundation. DataOS unifies governance, access, context, and interoperability across your existing systems so teams can deploy AI faster and scale it with confidence.
Recognized by experts. Proven by results.

Accelerate AI, Analytics & Operations with DataOS

Connect data from all your different siloes - legacy and new - so your business has the data it needs, the way it needs it in.

Governance
Embedded governance for AI and analytics with native access controls, automated lineage, and policy enforcement. Stay audit-ready for BCBS 239 and NCUA exams without manual reconstruction.
AI Enablement
Transform fragmented banking data into trusted, semantically consistent data products that support GenAI initiatives and accelerate enterprise AI deployment.
Analytics
Reduce time spent searching for data by up to 80% . Risk, finance, and compliance teams can answer questions faster without relying on engineering support or disconnected reporting systems.
AI/ML
Data scientists get clean, versioned, lineage-tracked data with business context packaged with the data. Every model input is traceable to source, and feature pipelines update automatically as upstream data changes.
Operations
Automate loan processing, compliance review, onboarding, and other operational workflows with governed data pipelines that reduce manual effort, delays, and data quality issues.

Proven Results

Case Study: A leading UK bank

Years of compliance backlog and disconnected data systems had slowed underwriting decisions across the organization. By deploying DataOS to unify claims, transaction, and external signal data, the bank enabled real-time claims decisions with no underwriting delays caused by data issues.

700x faster
160x faster
24x acceleration
Faster PII/SCPD tagging.  A process that took a month now takes minutes.
Faster metadata cataloging. Weeks of manual work automated.
Acceleration in data profiling and quality checks.

Go from re-building pipelines to creating impact

Most banks spend 70–80% of their data engineering budget in maintenance that deliver the same information to the same teams, over and over. DataOS packages that work into reusable data products, governed, versioned, and ready to consume, so your teams stop reinventing the wheel and start focusing on innovation.

One data product, built once. Consumed everywhere.

Traditional Approach

Slow, costly, inefficent

With DataOS

Launch new use cases
80% faster

Within the first quarter, the average DataOS customer eliminates 60–70% of repetitive data engineering work, and reduces TAT by 80% for new development

Built for Regulated, Distributed Data Environments

Semantic Layer
Standardized business definitions, metrics, and relationships enforced across all data sources, so every report, dashboard, and AI model uses the same numbers and the same meaning, regardless of which system the data came from.
PII Classification
Automated discovery, tagging, and masking of sensitive customer data across the entire data estate — privacy and compliance controls built into the pipeline at source, not added at audit time.
AI-Ready Data
Clean, contextual, governed data products that LLMs, ML models, and analytics tools can consume directly. Structured for AI from the moment it enters the platform. No manual prep or transformation needed.
Data Quality
Continuous checks, anomaly detection, and lineage tracking across every data pipeline — errors are caught and quarantined at the source before they reach reports, models, or regulatory filings.
M&A Integration
Source-aware harmonization that unifies data from acquired companies across schemas and core systems, without waiting for the full consolidation. Business value from day one post-close, not month twelve.

White Papers & Webinars
for Financial Services

White Paper
Operationalizing Data Quality in Banking: From Point Checks to Systemic Controls"
White Paper
Technical Debt in Financial Services:
Webinar
Operationalizing Data Quality in Banking: A Playbook for Banking Leaders" — recorded session.
Schedule a discovery call.
See how DataOS helps financial organizations accelerate AI adoption, and operationalize trusted data products across existing systems.
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Frequently Asked
Questions

How long does it take before we see real value?

The first data product is typically live within 4–6 weeks. DataOS deploys on top of your existing systems — no migration, no core replacement, no multi-year ramp. Within the first quarter, the average customer eliminates 60–70% of repetitive data engineering work and reduces time-to-delivery for new use cases by 80%.

Do we need to replace our core banking system or data warehouse?

No. DataOS is explicitly designed to work with what you have — Jack Henry, Fiserv, FIS, Snowflake, Databricks, legacy cores, cloud warehouses, on-prem databases. It sits as a governed semantic and activation layer on top of existing infrastructure. You don't rip anything out. You make what you already paid for actually deliver.

Is DataOS a data warehouse, a data catalog, or a governance tool?

It can replace all of these. DataOS is a data operating system — a semantic, governance, and activation layer that sits on top of your existing data infrastructure and turns it into a product-grade capability. It also works with your warehouses like Snowflake (it doesn't need to replace storage), or catalogs like Atlan (it's not passive documentation). It's the connective tissue that makes all the infrastructure you already have actually deliver business outcomes.

We have a BCBS 239 finding. How does DataOS help?

BCBS 239 requires defensible risk data aggregation with documented lineage from source to report. DataOS automates end-to-end lineage tracking — every data product carries a full audit trail of where data came from, how it was transformed, what rules were applied, and who accessed it. That's the answer to an examiner's question, built into the platform rather than reconstructed manually at exam time.

The NCUA hasn't issued formal AI guidance yet. Isn't that a reason to wait?

It's actually a reason to move now. The absence of formal guidance doesn't mean your staff isn't already using AI tools informally — 63% of financial organizations have no AI governance policies in place, even while deploying AI. DataOS gives you the lineage, access policies, and audit trail infrastructure to build a defensible governance framework before the examiner walks in with the question. The institutions caught flat-footed will be the ones who waited for the regulation before building the foundation.

We've had AI pilots stall or fail to reach production. Why does DataOS change that?

Most AI pilots fail for the same reason: the data wasn't ready. 68% of organizations say their data isn't clean enough for AI operations. DataOS builds the quality-to-governance-to-AI sequence — consistent definitions, enforced quality rules, policy-driven access, and contextual metadata packaged with every data product. When your AI tools consume DataOS data products, they're not reasoning over undefined or conflicting data. They inherit meaning, context, and constraints from the platform.

How does DataOS prevent AI hallucination in a regulated environment?

AI hallucination in enterprise settings is primarily a semantic and governance failure, not a model failure. LLMs hallucinate when they reason over data with implicit definitions, contradictory metrics, or missing context. DataOS enforces explicit semantics — every entity, metric, relationship, and business rule is defined and governed. AI systems built on DataOS don't infer meaning; they inherit it from verified, governed data products.

84% of our analysts report encountering conflicting versions of the same metric. How does DataOS fix that?

Metric conflicts happen when definitions live in individual pipelines, dashboards, or spreadsheets rather than a governed semantic layer. DataOS centralizes metric definitions — what "delinquency rate" means, how "net interest margin" is calculated, what counts as an "active member" — and enforces those definitions across every downstream system. One definition. No drift.

Our CRO and CDO have conflicting priorities around data access and control. How does DataOS handle that tension?

DataOS resolves it architecturally, not politically. Policy-driven RBAC/ABAC controls mean the CDO gets self-service access for business lines and the CRO gets full audit trails, access logs, and policy enforcement — from the same data layer. That's not a negotiated compromise. It's an infrastructure decision that eliminates the recurring standoff.

We just completed an acquisition. Two incompatible cores, and our board wants a unified data view within 90 days. Is that realistic?

Yes - and it's one of DataOS's core use cases. DataOS creates a governed semantic layer across both organizations without waiting for core consolidation to complete. You get unified definitions, a single source of truth for key metrics, and cross-entity reporting from data that already exists — no rip-and-replace project required. Business value from day one post-close, not month twelve.

We spend 70–80% of our data engineering budget on maintenance. How does DataOS change that ratio?

Most of that maintenance budget is being spent rebuilding the same pipelines, serving the same reports to the same teams, repeatedly. DataOS packages that work into reusable data products — built once, versioned, governed, and consumed across analytics, applications, and AI. Your engineers stop reinventing the wheel and start building net-new capability. The shift from maintenance to innovation is measurable within the first quarter.

We're heavily invested in Snowflake. Does DataOS replace it?

No — it extends it. Snowflake is high-performance storage and compute. DataOS adds semantics, governance, data product management, and activation across Snowflake and your other systems. You keep your Snowflake investment; DataOS makes it deliver more by adding the governed semantic layer that turns raw Snowflake tables into trusted, reusable data products your business and AI tools can actually consume.

Can our business analysts access data without filing an engineering ticket?

That's one of the measurable outcomes. DataOS powers a self-service layer where governed data products are discoverable and accessible to business users directly — with access controls, quality guarantees, and consistent definitions enforced automatically. Risk, finance, and compliance teams can answer questions up to 80% faster without routing through engineering.

How do we quantify the ROI of a data platform investment to our board?

Three categories of value that map cleanly to board priorities: Compliance cost reduction — automation of audit prep, PII tagging, and lineage reconstruction saves engineering weeks and reduces examiner finding risk. AI acceleration — 80% faster new use case development means the AI investments already funded start delivering returns sooner. Revenue enablement — risk and compliance teams answering questions faster, RMs freed from manual data reconciliation, faster SMB identification from existing member data. The specific numbers depend on your starting point. The discovery call is designed to build a baseline together.

What if our technical team is small and we don't have a dedicated CDO?

That's the norm at mid-size institutions — the CIO absorbs the full data mandate with a team of 5–15. DataOS is designed for that reality. The goal is to give a lean team platform-level governance and activation capabilities without platform-level staffing requirements. You manage strategy; the platform handles the operational complexity.