Fintech

Turn Your Data Into Intelligence

Leading fintech organizations use Fluree to answer critical business questions in seconds—not days.

Get real-time insights on portfolio risk, conversion funnels, and operational efficiency while ensuring AI never hallucinates or breaches security.

A circular emblem for ‘Fluree Data Agent’ featuring a stylized monster silhouette in a gradient of blue, purple, and yellow. The emblem has multiple concentric circles, with the innermost containing the monster icon and the text ‘FLURIO™ est. 2025’ at the top. Surrounding the emblem, the words ‘FLUREE DATA AGENT’ are arranged in an arc. The background has a geometric gradient pattern transitioning from purple on the left to blue on the right.

Is Your Data Holding You Back?

Days to Get Answers — Critical business questions require data engineers, custom SQL, and days of waiting. By the time you have insights, competitors have already moved.

Scattered Data, Blind Spots — Your operational data lives across multiple systems. You’re losing high-value prospects to conversion funnel issues you can’t even see.

Board Meetings Full of “I’ll Get Back to You” — Investors ask tough due diligence questions. You promise to follow up. Meanwhile, competitors answer instantly and close the round.

Complex Reporting — Generating actionable insights requires manual consolidation of spreadsheets and reports, slowing decisions and increasing errors.

Can Your AI Answer These Questions?

Real questions from enterprise leaders that their current tools can’t answer:

“Show me every high-value prospect who dropped off recently and explain why.”
“What operational changes would give us the highest ROI for reducing time-to-fund?”
“How does our portfolio performance compare across all dimensions: geography, property type, vintage, and risk score?”

One Platform. All Your Data. AI You Can Trust.

Fluree creates a unified corporate intelligence layer—transforming spreadsheets, databases, PDFs, ERP systems, and every other data source into a single, connected foundation ready for AI.

Named a 2024 Gartner Cool Vendor for AI in Data Management, Fluree delivers what traditional AI can’t: 100% verifiable results grounded exclusively in your enterprise data, with built-in security that prevents any data leakage to unauthorized users or AI models.

How it works

From Scattered Data to Strategic
Intelligence in Three Steps

Step 1: Bring Your Data, Wherever It Is

Step 2: Ask Questions, Get Answers

Step 3: Secure and Scale

Out-of-the-box connectors to any data source—Oracle, SAP, PDFs, APIs, spreadsheets, audio, video.

Unified instantly with semantic intelligence. No complex custom integration required.

An infographic illustrating the capabilities of Fluree Data Agent in leveraging AI for data-driven insights. The image is divided into three sections, each with a descriptive text box. On the left, the section titled ‘Chat with Your Data’ highlights real-time decision-making using Retrieval Augmented Generation (RAG). An icon of a data reservoir with recognizable logos such as Oracle and SAP represents multiple data sources. In the center, ‘Automate Complex Tasks’ explains how Fluree’s Data Agent can build knowledge agents to automate API-driven processes, visually represented by a magnified view of various document types feeding into a vertical control panel with interconnected icons. On the right, ‘Uncover Hidden Insights’ suggests AI’s ability to reveal patterns in unified data, represented by a glowing diamond icon. The infographic uses a futuristic design with gradient colors, digital elements, and interconnected nodes to illustrate AI-powered data automation.

Deploy AI agents that understand your business. Get explainable, traceable outputs with zero hallucinations—every answer grounded in your verified data with complete lineage.

A futuristic digital visualization of interconnected data records floating within a white 3D ring. The records appear as digital cards with metadata such as creation dates, user updates, and labels like ‘360° Logistics Data,’ ‘Fleet Mileage,’ ‘Equipment Maintenance Log,’ and ‘Parts Inventory.’ In the background, icons representing security, verification, and data sharing are subtly visible. The design employs a clean, modern aesthetic with soft lighting and gradients to convey a sense of structured and secured data management.

Production-ready in 6 weeks, with award-winning AI security layered directly in. API-first platform that grows with you. Add new data sources, expand use cases, and scale across your organization—without the typical AI project delays.

Key Features Our Customers Love

🔗 Connect Everything

One platform for all data sources: Oracle, SAP, PDFs, APIs, audio, video—unified instantly with semantic intelligence.

🎯 100% Accurate AI Responses

Zero hallucinations. Every insight fully grounded in your verified data with complete lineage and explainability.

🔒 Enterprise -Grade Security

Embedded policies ensure data never leaks to unauthorized users or LLMs. Maintain compliance while monetizing.

⚡ Rapid Time-to-Value

Deploy production AI agents in 6 weeks, not months. Start answering business-critical questions immediately.

📊 Real-Time Intelligence

Get instant insights from live data across all systems. No batch processing delays—query current state and make decisions on the latest information

🗣️ Natural Language Queries

Ask questions in plain English. No SQL required. Business users get answers directly without waiting for data teams or learning complex query languages.

📋 Complete Audit Trails

Every AI response includes full data lineage and source attribution. Meet regulatory requirements with transparent, traceable decision-making processes.

🎨 Semantic Intelligence Layer

Understands relationships between data, not just keywords—delivering contextual answers that traditional search can’t provide.






Use Cases – From Questions to Answers to Action

From Questions to Answers to Action




The Challenge:

Understanding true portfolio risk exposure requires pulling data from multiple systems, running complex analyses, and praying your models are accurate.

With Fluree:

“What’s our portfolio exposure by segment, geography, and risk rating if interest rates rise 2%?” Get instant, accurate answers that account for every dimension of your portfolio—in seconds, not days.

The Impact:

Real-time risk visibility that impresses boards and keeps you ahead of market shifts.


Watch our webinar: Unified Intelligence in Action →






Traditional Approach vs Fluree

Traditional Approach With Fluree
Data scattered across systems Unified semantic layer across all data
Weeks to build custom reports Instant answers to complex questions
AI that can hallucinate or access wrong data AI limited to real data and relationships
Data engineers required for every query Natural language questions, instant answers
Security risks with generic AI Complete security and governance built-in






Frequently Asked Questions

Frequently Asked Questions

Can Fluree integrate with our existing systems?
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Yes. Fluree creates a semantic layer over your existing operational data—no need to migrate or replace anything. Your data stays where it is.

How is this different from our current BI tools?
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Traditional BI requires pre-built reports and data engineering for every new question. Fluree lets you ask any question in natural language and get instant answers from all your connected data.

How do you ensure AI accuracy?
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Fluree’s AI can only access actual data relationships that exist—no hallucinations, no made-up information. Every answer is 100% grounded in your operational data.

What about data security and compliance?
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Complete security and governance are built into Fluree’s architecture. The AI only accesses data users are authorized to see, maintaining compliance and preventing breaches.

How long does implementation take?
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Most fintech customers are getting value within weeks, not months. We work with your existing infrastructure, not against it.

Will this require dedicated engineering resources?
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No. Once implemented, business users can ask questions directly without technical intermediaries. Your engineering team sets up the semantic layer once, then your business teams self-serve.

Guides and Resources

Report

Benchmark: Increasing GenAI Accuracy by 4x

Reducing hallucinations and increasing accuracy for enterprise production Generative AI through the use of Knowledge Graph RAG (Retrieval Augmented Generation).

Read Blog Post
Blog

Building Corporate Memory for Enterprise LLMs

Giving LLMs and GenAI Applications access to context and knowledge accumulated by your organization is the single most powerful way to accomplish accuracy and precision at scale.

Read Blog Post
Whitepaper

Everything You Need to Know About Semantic GraphRAG

Everything You Need to Know About Retrieval Augmented Generation, Knowledge Graphs and LLMS

Get Your Copy

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