Sigma for Financial Services
From the largest banks in the world to the private equity firms funding the newest innovations—Sigma supports data-driven insights for the organizations powering the global economy.
TEAMS OF ALL SIZES EXPLORE, ANALYZE, AND DECIDE WITH DATA IN SIGMA
Break free from outdated Excel models & workflows
In a world filled with businesses that rely on instantaneous connections, near-perfect security, and complete control over your data, you can't afford to choose between speed, stability or scale. Whether you're a leading bank modernizing your data practice or an investment firm revolutionizing finance, Sigma has empowered hundreds of teams like yours to move from outdated Excel-based data tools and high-risk export-focused workflows to a 100% in-the-cloud, secure, real-time, financial data practice.
What Sigma can do for Financial Services
OAuth for Snowflake
Easy for Sigma to leverage data permissions established in Snowflake
AWS PrivateLink
Traffic between Sigma and the CDW stays on an AWS private connection
Single sign-on (SSO)
Use SAML, Okta, OneLogin, GSuite, or your favorite iDP
Row-level security
Limit users to seeing only data that’s relevant to them
We’re here to redefine BI
Forget the past 20 years of business intelligence. It’s been boring.
Manage a data driven portfolio
Centralize your core financial information across trade desks and offices. Sigma provides real-time insights into vast amounts of financial data enabling you to manage open risk across multiple portfolios, track volatility with custom functions and formulas, and build general trading summaries that update the second you need it.
Take your fund to the next level
Sigma enables users to efficiently track, monitor tax liabilities and historical records, and gain insights into fund performance. With real-time access to data, and a user-friendly interface, Sigma empowers venture capital firms to make informed, data-driven decisions for optimal growth and success.
From compliance to
client analysis
Sigma gives banking analytics teams the ability to build consolidated compliance and operations tools while simultaneously serving the analytics needs of their entire organizations.
Detailed and personalized reporting
Sigma can help provide detailed insights about demographics and product features that help improve your company's bottom line.
Bring advanced real-time analytics to your clients
Embed analytics and standard dashboard-style reporting directly into your product. Build unique branded experiences that improve retention and increase the value of your financial applications.
