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WORKFLOW · SIGMA'S FIRST USER CONFERENCE · March 5
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Sigma for Financial Services Teams

Make high-stakes decisions on governed live data with clear controls.
How financial services teams use Sigma
Sigma helps investment ops, risk, lending, and finance teams replace spreadsheet-heavy analysis and reporting by working directly on live warehouse data with governed access, row-level controls, and audit history for reviews and compliance.
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Trusted by finance teams at leading global enterprises

From Data to Finance Outcomes

Sigma supports the finance workflows where speed, accuracy, and control
determine business performance.

Real-time portfolio intelligence at scale

Investment teams analyze performance, track exposure, and model scenarios directly on live warehouse data. Sigma supports trillions of rows without pre-aggregation, so decisions are based on current data—not stale snapshots.
Portfolio performance and exposure analysis
Scenario modeling on live data
Controlled adjustments with approvals

Automated compliance with complete lineage

Regulatory reporting often depends on manual spreadsheets stitched together across teams. Sigma centralizes calculations in the warehouse with full audit trails and approval workflows required for regulated environments.

Calculation lineage and audit history
Role-based access to sensitive data
Reporting cycles reduced from weeks to hours

Accelerate loan decisioning and processing

Loan pipelines, rate locks, and underwriting workflows are visible in real time. Manual forms and reconciliations are replaced with governed inputs that flow directly into reporting and compliance processes.
Real-time loan pipeline visibility
Governed inputs for rate locks and adjustments
Self-service analytics for lending teams

Interactive forecasting without spreadsheet sprawl

Finance teams build forecasts and scenarios with the flexibility of Excel—directly on governed warehouse data. Budget vs. actuals, scenario planning, and close processes happen in one place.
Scenario modeling on live data
Collaborative planning with version control
Write-back for forecasts and adjustments

Self-service analytics without engineering overhead

Customer-facing analytics are embedded securely, allowing clients to explore their own data without one-off dashboards or constant support requests from internal teams.

Secure, multi-tenant analytics
Row-level access controls
Reduced customer support load

What self-service looks like in practice

High-scale teams use Sigma to expand access, reduce ad-hoc demand, and keep sensitive data governed—without slowing the business down.
A black and white logo for Blackstone.

Enterprise-Grade Security for Financial Services

Meet the most rigorous compliance requirements with a platform built for financial institutions

SOC 2 Type II Compliant
Annual third-party audits verify our security controls meet the highest standards

TruSight Assessed
Validated by the utility backed by JPMorgan, Bank of America, Wells Fargo & American Express

Row-Level Security
Control data access at the row level—users only see what they're authorized to see

Your Data Stays in Your Cloud
Sigma queries your warehouse directly—no data copies, no extraction, no risk

ISO 27001/27017/27018
Certified for information security, cloud security, and PII protection

SSO & OAuth Integration
Leverage existing identity providers and Snowflake permissions seamlessly

Financial services in Sigma FAQ

Common questions about financial services needs with Sigma.

Does Sigma store or cache our financial data?

No. Sigma never stores, extracts, or caches customer data. Every action in Sigma generates SQL that executes live against your cloud data warehouse (Snowflake, Databricks, BigQuery, or Redshift), and only the rendered result is returned to the user's browser. Your data never leaves your secure environment.

Does Sigma bypass our existing row-level and column-level security policies?

No. Sigma inherits your warehouse's existing security policies including row-level security, dynamic data masking, and role-based access controls automatically. No secondary entitlement layer is required. If a user doesn't have access to a column or row in Snowflake, they cannot see it in Sigma.

What audit logging does Sigma provide, and can logs be exported to a SIEM?

Sigma provides audit logs capturing user activity, content access, and administrative actions. Logs can be exported to your SIEM or security monitoring platform. For query-level lineage, Snowflake's query history provides a complete, warehouse-authoritative audit trail of every SQL statement Sigma issued on your behalf.

How does Sigma support SDLC controls — dev, QA, and production promotion?

Sigma supports formal software development lifecycle (SDLC) workflows through workbook version tagging and workspace-level environment separation. Teams can tag specific workbook versions as "production," restrict user access to tagged versions only, and enforce a review-and-approve promotion process from development to QA to production, meeting the controls required by regulated financial institutions.

How does Sigma provide traceability and auditability of calculations for regulatory reporting?

Every calculation, formula, and transformation in Sigma is transparent. Users can inspect the underlying logic at any cell, and Sigma surfaces the exact SQL sent to the warehouse. This full calculation transparency, combined with Snowflake's query audit log, enables regulated firms to demonstrate data lineage, reproducibility, and access history to internal model risk teams and external regulators.