Support
Trusted by leading banking & financial companies
Data challenges in financial services
Financial institutions operate in one of the most regulated and data-intensive environments in the world.
Yet many still rely on tribal knowledge and manual documentation to manage critical data flows.
Data silos
Core banking, trading platforms, ERP systems, and data warehouses operate independently, making it difficult to get a unified view of critical financial data.
Regulatory pressure
Financial institutions face ever-stricter rules (SOX, Basel III, IFRS, GDPR). Without clear documentation and data lineage, audits and compliance reporting become time-consuming, error-prone, and risky.
Limited lineage visibility
When auditors or regulators ask where a number came from, teams struggle to trace it from source system to final report.
Inconsistent definitions
Finance, Risk, and Compliance often use different definitions for the same KPIs. This leads to confusion, reconciliation efforts, and loss of trust.
How Dataedo supports financial organizations
Centralized data catalog
across banking & risk systems
Document databases, warehouses, reports, and data products in one centralized repository. Consolidate information from core banking systems, risk engines, trading platforms, and BI tools, to replace scattered spreadsheets with a single source of truth.
End-to-end data lineage
for regulatory confidence
Track how data flows from transaction systems to regulatory reports and executive dashboards. Trace every metric back to its source, perform impact analysis before regulatory updates, and provide auditors with clear documentation.
Business glossary
for financial terminology
Standardize critical metrics and definitions across the organization. Document terms like “Capital Adequacy Ratio,” “Risk Exposure,” or “Expected Credit Loss” to ensure everyone uses the same language. Reduce confusion or reconciliation efforts between departments.
Sensitive and high-risk data tagging
for audit & compliance readiness
Identify sensitive and high-risk data across databases, reports, and data products, and tag critical information to highlight key metrics and reports for full audit transparency. Export documentation directly to HTML or PDF to provide auditors with clear, ready-to-use evidence of your compliance.
How financial teams use Dataedo
Regulatory reporting
Ensure that every regulatory report is accurate and traceable by documenting data flows, definitions, and transformations. Dataedo makes it easy to respond to auditors and regulators with confidence.
Audit preparation
Prepare for audits faster by maintaining up-to-date documentation across all systems and reports. Export documentation to HTML or PDF to provide auditors with clear, ready-to-use evidence of compliance.
Core system modernization
Whether moving data to a new core banking system or modernizing your data warehouse, Dataedo helps teams understand dependencies, track lineage, and reduce risk during transformations, ensuring a smooth transition with minimal disruption.
Risk & financial analysis enablement
Provide finance, risk, and compliance teams with trusted data to make faster, more confident decisions. Dataedo ensures analysts work from a single source of truth, improving reporting accuracy and reducing reconciliation issues.
Why our customers love Dataedo?
We jump started all of our Data Governance efforts using the tool. We documented key databases quickly and easily and published the information to our analyst community. The Dataedo team is dream to work with and very responsive."
Dataedo is a fantastic tool, and I love working with it—especially with the continuous improvements being made and planned."
The product is easy to setup and maintain. The Data Lineage portion of the product is top-notch. We have been looking for a product to help us create a Data Lineage map for several years and this one takes the cake."
Piotr Kononow
Founder
Bring clarity to your financial data landscape
Give your risk, finance, and compliance teams full visibility into your data flows.