ThoughtSpot for Financial Services
AI analysis to
power your
next move
power your
next move
risk, performance, and customer data to make better decisions, or embed AI analytics into your own financial products.
Profitable decisions start with a question
share the insights you need to drive revenue, profit, and customer retention.
Consolidate
Quickly analyze data across internal and external sources using natural language search and conversational AI.
Flex
Get data your way—whether you want to view insights on Liveboards or build financial models in Analyst Studio.
Automate
Trigger automated workflows to approve loan applications, upsell high-intent customers, and flag transactions.
Your dedicated AI agent
Drive decision-making with Spotter, ThoughtSpot’s AI analyst. Just ask a question in the search bar to analyze billions of rows of data from any source, from historical customer transactions to real-time market activity.
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Empowering associates with
ThoughtSpot analytics
Turn customer insights into long-term loyalty
Learn what customers want and deliver it through personalized offerings, using AI insights on customer behavior, sentiment, and preferences across every channel. Offer better rates and terms, find upsell and referral opportunities, and optimize pricing for maximum retention.
Take action on risk and fraud
Use AI to detect anomalies, potential fraud, and risk exposure in real time. With ThoughtSpot’s AI Analyst, you can build autonomous workflows that alert the right people, flag customer activity and transactions for review, and send automated denials when lending or investment risk exceeds your threshold.
Automate compliance and reporting
With ThoughtSpot, financial institutions can automate regulatory reporting, track compliance metrics, and ensure governance with AI-driven insights.
Infuse your own apps with AI analytics
Give customers and partners self-service analytics in the products they love. Embed live, dynamic dashboards into fintech apps, and tailor ThoughSpot’s AI agent to your brand.
Proven At Scale
“With ThoughtSpot, we’ve accomplished our goal of getting data into the hands of our customers more easily. That’s a really big win for us.”
Profitable decisions start with a question
share the insights you need to drive revenue, profit, and customer retention.
Lending
and Brokerage
and Brokerage
Optimize loan, credit, and claims decision-making with AI applicant and market insights. Auto-flag discrepancies for human review.
Banking
and Fintech
and Fintech
Analyze transaction and customer data to identify growth opportunities. Build trust by letting customers visually explore spending, investments, and other activity.
Investments and
Wealth Management
Wealth Management
Access securities and financial market data sources with ThoughtSpot, connect your own data, and make profitable investments.
Analysts
Your data, your rules. Use natural language search or run ad-hoc analysis and fine-tune financial models within your analytics workflow—using SQL, R, or Python in Analyst Studio.
Frequently Asked Questions
What is financial analytics?
Financial analytics are the result of aggregating and examining your business's financial, operational, and customer data to understand performance, profitability, and risk. A modern financial analytics platform can connect to hundreds of internal and third-party data sources and systems, processing data through advanced business logic and machine learning models to support financial decision-making.
Financial services professionals from banks, investment firms, and fintech platforms use AI-powered financial analytics to budget, forecast, and manage risk more accurately. They also rely on financial services analytics to explore real-time and predictive insights into customer needs, using it to improve the customer experience in their apps, via email and phone, and in person.
Why is financial analytics important?
Financial analytics help investment banks, fintech companies, and other financial services providers gain insights into how to expand their business and make it more profitable.
An enterprise-grade analytics platform connects data from CRM and ERP systems, popular business applications, and external data sources using out-of-the-box tools for data integration, giving business users full visibility into the metrics they care about and allowing them to make data-driven decisions confidently.
What are some popular financial analytics software features?
Today’s best financial analytics software includes features that make it fit for highly regulated industries, large transaction volumes, and sophisticated AI-driven workflows.
An important feature to look for is self-service analytics, something that allows business users to explore data without needing to know SQL or other analyst skill sets. Self-service analytics often look like dynamic clickable dashboards and data visualizations that users can drill into without any help from the data team.
The most valuable financial analytics software technologies incorporate artificial intelligence throughout the platform, including agentic AI and natural language search that lets users ask questions of their data the same way they might using Google.
What are the benefits of using ThoughtSpot for financial analytics?
AI-powered financial analytics can be used to detect anomalies and potential churn, automate data management workflows, and deliver predictive analytics that help with budgeting, forecasting, and pricing optimization.
ThoughtSpot enables all of this and more, driving profitability and efficiency across countless use cases. Users can quickly analyze and extract insights from even the largest datasets, all without needing a technical background. They can even collaborate on their findings with other teammates, sharing the answers their questions have generated and using them to take swift, collective action.
Which financial datasets and sources can I connect to with ThoughtSpot?
ThoughtSpot can connect to multiple streaming and event-based data sources to help you make financial decisions based on live market data.
Is there a seat license limit for ThoughtSpot?
No. Unlike other products, our pricing model uniquely lets an unlimited number of users access ThoughtSpot.
Is there an annual subscription option for Team Edition?
You are billed a flat $95 monthly fee for Team Edition. There is no annual subscription option for Team Edition. Other ThoughtSpot product editions are licensed via annual contracts.
Have another question?
Contact us and tell us what you need and we can help you find the right solution.
Ready to Try ThoughtSpot?
ThoughtSpot is the Agentic Analytics platform that empowers everyone to ask and answer any question, on any data, anywhere you work.
