Yellowfin for
Financial Services

Discover data-based financial insights quickly while meeting your regulatory compliance goals.

If your organization struggles to manage complex financial data from a variety of sources, Yellowfin has you covered. With Yellowfin you can connect directly to your big data sources and perform lightning-quick analytics.

Drive Transformational Value from Your Data

Whether you’re a large retail bank, superannuation fund, securities or asset management firm, you need to run your financial business efficiently, meet regulatory compliance and reach customers effectively. You have huge amounts of data that can help you achieve those goals, but the insights are buried in complexity. Reveal those insights with Yellowfin’s analytics platform.

Analyze trends to determine where costs can be reduced and investments made.

Visualize patterns in claims and product purchases, streamline back office processes and develop highly targeted services with secure access to your live analytics anywhere, anytime.

Detect revenue opportunities, manage risks and bolster client relations with real-time reporting.

Never miss an insight 

Missed or delayed insights on business risks or opportunities directly link to your bottom line.

Be more efficient

Automate key parts of the analysis process ensuring timeliness, accuracy, and reliability.

Increase ROI

 Find the answers you need, visualize them and then share the results with the team who will benefit from it.


Leverage the vast volume of data generated by banking, financial institutions and customers, whatever the data, its format, and its source. Understand the numbers from every product, process and customer interaction. Confidently make better decisions, hone your offering and refine customer experience to drive growth.

Simplify Data Complexity

Data volume and complexity is constantly increasing and financial business people across the enterprise are drowning in data. It’s impossible for them to manually analyze every conceivable combination of transactional data. Automating analytics is the solution.

No lock in. Connect to all your data

Get the all picture of every transaction and customer's latest action. Connect to files, relational databases, cubes, Hadoop, NoSQL and API data sources. On premise or in the cloud. If you have a bespoke data source you can even write your own connector.

The choice of database is yours. Data is not ingested into the Yellowfin Platform. As such, you can connect to any supported data source and query your data without moving it. There is no proprietary database that locks you in.

Rock solid security

Yellowfin security is highly configurable and fine-grained. We provide you with a user, role, group, content, function, and data level security model that you can configure as you wish. Or, better still, use LDAP or active directory to reuse the security frameworks you already have in place in your business.

Delight your customers extending their financial analytics experience

Increase the value of your financial solution by providing customers with Yellowfin’s market leading analytics platform.

Help customers understand the value you provide with detailed analysis of their financial data, increasing revenue and upsell opportunities.

Stay ahead of your competition by providing visionary reporting functionality, delivering instant answers about complex questions of their data.

Provide your sales team with a significant product differentiator to help them win.

Customer story

Guideline BizTech wanted a fast, and easy-to-use method of reporting on the governance, risk and compliance (GRC) data collected by their clients in RUBIQ – their enterprise business.

Guideline BizTech chose Yellowfin. They felt Yellowfin gave them everything they needed in terms of flexibility and adaptability to their environment and requirements, embedding capabilities and white labeling of the product.

Guideline BizTech wanted to provide a seamless BI platform to support their GRC suite for end clients and Yellowfin was also able to accommodate the necessary multi-tenancy requirements within a cloud environment.

Request your 30-day free trial of Yellowfin

Whether you are looking for the best way to ensure data is at the heart of your business's decision making, or are planning to white label and embed analytics into your software or application, request your free trial of Yellowfin today and a member of our team will reach out to assist you.