AI your auditors will sign off on.
Fluree unifies core, CRM, and loan systems into one governed knowledge graph — so every answer your teams and your AI produce carries lineage a regulator can follow.
Regulated data, unregulated sprawl.
Financial institutions run on decades of systems that were never designed to answer together. AI raises the stakes — every answer now needs provenance.
Core, CRM, and loan systems don’t agree
Deposits live in the core, relationships in the CRM, exposure in the loan system. Each holds a partial view of the institution — and none of them reconciles with the others.
Regulators expect lineage, not exports
When an examiner asks where a number came from, a spreadsheet assembled the night before isn’t an answer. Every reported figure needs a traceable path back to its source system.
Customer truth is fragmented
The same customer appears under different identities across onboarding, servicing, and compliance systems — so no team ever works from the whole relationship.
Four workloads, one governed graph.
The same unified foundation powers investigations, customer intelligence, reporting, and risk — each with lineage attached to every answer.
AML & investigations
Traverse relationships across accounts, counterparties, and transactions to surface networks that row-by-row screening misses — with every hop recorded for the case file.
Customer 360
Resolve fragmented identities into governed golden records that follow the customer across every line of business — one durable view your bankers and your AI share.
Regulatory reporting
Assemble reports from data that carries its own audit-ready lineage, so every figure traces back to the system it came from — before the examiner asks.
Risk assessment
Connect exposure, collateral, and counterparty data across portfolios to see concentrations while they’re forming — not after quarter-close.
In production across financial services.
Real institutions, real numbers — every metric below comes from a published customer case study.
Go deeper by banking workload.
Three focused solution pages for the teams closest to the work — core modernization, fintech scale, and data products.
Field notes from the people who build this.
Practitioner writing on governed data, master data management, and data-centric security in regulated industries.
From the blog
Introducing Business Intelligence Without the BI Software
What it means to ask questions of governed data directly — no dashboard backlog in between.
From the blog
Improving Master Data Management with Supervised Machine Learning
How ML-assisted matching beats brittle string-rule MDM — and what to look for when you evaluate it.
From the blog
Data-Centric Security
Why policies enforced inside the data itself outlast every application-layer perimeter.
Load the demo graph on a fresh ledger.
Financial Services ships as a working knowledge graph: 19 classes, 171 entities, 5 JSON-LD files, and 18 packaged competency questions. Load it, ask, verify.
- 01
Create a free workspace
Start free on Fluree AI, no credit card, and create an empty database. Developers can use the Fluree CLI instead.
- 02
Import the graph
Load the 5 JSON-LD files, model first. The whole dataset commits in seconds; the kit’s README walks through it click by click.
- 03
Ask the questions
Put the 18 competency questions to the AI agent in plain English and check its answers against the expected results.
Bring governed AI to your institution.
A 30-minute demo tailored to your systems — see how banks and financial services leaders unify their data and put AI to work with lineage on every answer.