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

Govern every trade and transaction on your warehouse. Eliminate spreadsheet risk by keeping sensitive financial data secure, auditable, and extract-free.
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 services teams at leading global enterprises

From Data to Efficient Risk Control

Monitor liquidity and credit exposure in real time. Risk teams analyze market volatility on live data without waiting for static reports.

Act on risk in real time

Analyze liquidity, counterparty, and market risk directly on live trade data—no extracts, no delays. Risk teams move from T+1 snapshots to intraday decision-making, drilling from portfolio exposure down to individual transactions in seconds.
Intraday liquidity and exposure monitoring
Transaction-level drill down
Live volatility & stress analysis
Governed writeback for risk actions

Automated regulatory compliance with lineage

Replace manual reporting and static extracts with automated compliance workflows built on governed data. Trace every figure back to its source while enabling audit, risk, and operations teams to collaborate securely in one place.
End-to-end data lineage & audit trails
Automated regulatory & control reporting
No-movement data security
Workflow-driven reviews & approvals

Precision underwriting and claims

Analyze underwriting and claims data at full fidelity—no sampling required. Actuaries and claims teams explore individual-level behavior, identify root causes, and refine pricing models using live data.
Granular risk & exposure modeling
Claims root-cause analysis
Policyholder behavior tracking
Operational workflows for claims review

Real-time fund performance

Track IRR and fund performance without manual spreadsheet aggregation. Automate reporting for LPs by querying live transaction data directly from the warehouse, ensuring every number is auditable.
Automated LP & investor reporting
Live IRR, DPI, TVPI & cash flow modeling
Scenario modeling on live fund data

Self-service analytics without engineering

Embed premium reporting directly into your financial product. Differentiate your offering by selling clients interactive visibility into their own transaction and performance data, securely and without custom engineering
Zero-engineering embed
White-label monetization
Multi-tenant security & governance
Usage-based data monetization

Trusted for Data Security

Leading financial institutions rely on Sigma's no-extract architecture to analyze sensitive data without it ever leaving the warehouse.
A black and white logo for Blackstone.
A logo for FalconX.

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.