Sigma for Financial Services Teams
Make high-stakes decisions on governed live data with clear controls.
About Finance Teams in Sigma
Finance runs on numbers that must be current, reconciled, and explainable. Sigma helps FP&A, accounting, and treasury teams move away from spreadsheet-heavy planning and close workflows by working directly on live warehouse data with governance and an audit trail (SOX-ready).
About Finance Teams in Sigma
Finance runs on numbers that must be current, reconciled, and explainable. Sigma helps FP&A, accounting, and treasury teams move away from spreadsheet-heavy planning and close workflows by working directly on live warehouse data with governance and an audit trail (SOX-ready).
About Finance Teams in Sigma
Finance runs on numbers that must be current, reconciled, and explainable. Sigma helps FP&A, accounting, and treasury teams move away from spreadsheet-heavy planning and close workflows by working directly on live warehouse data with governance and an audit trail (SOX-ready).
About Finance Teams in Sigma
Finance runs on numbers that must be current, reconciled, and explainable. Sigma helps FP&A, accounting, and treasury teams move away from spreadsheet-heavy planning and close workflows by working directly on live warehouse data with governance and an audit trail (SOX-ready).
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.
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.
AB CarVal is pioneering secure AI in analytics with Sigma and Snowflake Cortex—making unstructured legal docs actionable, automating workflows, and empowering 500+ business users with real-time insights.
"I think the biggest value driver for Sigma is that you're not using specialized Python developers to analyze billion row records anymore. You're just adding an Excel user."
By implementing Sigma, Group1001 cut data analysis time from months to days, empowering teams to make even faster, more informed assessments, and improving operational efficiency across the organization.
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
Everything you need to analyze, report, and act
One platform for dashboards, reports, embedded analytics, and AI-powered insights.
AI Apps
Automate workflows with AI-powered logic.
AI Builder
AI automation
Writeback
Actions
Dashboards & Analysis
Analyze billions of records using the skills you know best.
Self-service
Spreadsheet UI
NLQ
Drill-down
Data models
Pixel-Perfect Reports
Batch deliver highly formatted, audit-ready reports to thousands of recipients.
PDF export
Bursting
Paginated reports
Embedded Analytics
Give your customers the insights they need. Integrate white-label analytics seamlessly into your products.
React SDK
White-label
SSO ready
Speed-to-deploy
Sigma Tenants
Customer self-service
