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.
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Break Free from Outdated Excel Models and Workflows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practice or an investment firm revolutionizing finance, Sigma has empowered hundreds of teams like yours to move from outdated Excel-based data tools and high-risk export-focused workflows to a 100% in-the-cloud, secure, real-time, financial data practice.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
Live cloud exploration
Sigma’s cloud-native analytics platform empowers financial services professionals to quickly explore and analyze billions of rows of data, enabling faster decision-making and risk assessment.
Interactive financial intelligence
Sigma's intuitive spreadsheet-like interface allows financial services professionals to easily create interactive dashboards, reports, and visualizations using their existing Excel skills.
AI-powered analysis
Financial Analysts can use Sigma’s AI-powered workbooks to generate insights, get help with complex formulas or equations, and easily clean data,
Private & secure
Sigma offers multiple levels of security for analytics, allowing financial services teams to fine-tune permissions and control access to their data.
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.
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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.
Explore how you can manage and mitigate risk with Sigma
Explore our Customer Stories
Taylor Perkins
Co-founder & CTO
“If you had told me a year ago that we were going to switch embedded analytics' providers, I would’ve told you, you were crazy. Looker was integrated throughout our application. However, after running into enough roadblocks, limitations, and support issues, we started searching for alternatives and finally implemented Sigma.””
Ross Levin
Managing Director, Global Clearing,
"Sigma checked all the boxes for us. It connected directly into Snowflake and had a spreadsheet interface similar to Excel that our business teams felt comfortable with."
Han Zhang
Senior Vice President at Blackstone
“Input Tables from Sigma gives our employees the ability to enhance their data by adding their commentary, conducting “what-if” analysis, and telling better data stories.”
We are Sigma.
Sigma is a cloud-native analytics platform that uses a familiar spreadsheet interface to give business users instant access to explore and get insights from their cloud data warehouse. It requires no code or special training to explore billions of rows, augment with new data, or perform “what if” analysis on all data in real-time.