Financial Services & Insurance

Trusted Data for a Regulated World

Ensure regulatory confidence, reduce risk, and enable digital transformation with trusted, governed, and observable data.

RightData helps organizations ensure their data is accurate, reconciled, certified, audit-ready, and usable across analytics and AI.

Industry Challenges

Common data challenges that impact financial services & insurance organizations

  • Data spread across core banking, policy, claims, billing, and risk systems
  • Inconsistent definitions across finance, risk, and operations
  • Manual reconciliations and controls
  • High regulatory scrutiny and audit pressure
  • Legacy platforms slowing modernization
  • AI and analytics demands on unreliable data

How RightData Works

A proven approach to building trusted data foundations for financial services & insurance

  1. Integrate & Discover
    Connect data from core banking, claims, and risk systems

  2. Reconcile & Balance
    Automated cross-system reconciliation and balancing

  3. Govern & Certify
    Apply regulatory controls and certification workflows

  4. Report & Audit
    Audit-ready documentation and compliance reporting

Before & After RightData

See the transformation RightData enables for financial services & insurance organizations

Aspect Before After RightData
Regulatory Reporting ✕ Manual data gathering, weeks per cycle Automated, certified submissions in hours
Reconciliations ✕ Spreadsheet-based, error-prone Real-time, automated balancing
Audit Readiness ✕ Fire drills before each audit Always audit-ready with full lineage
Data Quality ✕ Issues discovered during submissions Proactive monitoring and early warnings
AI Enablement ✕ Months to prepare trusted datasets AI-ready data products in days

Transform your data operations with RightData

Key Capabilities

RightData provides DataTrust for quality and certification, RightSight for observability, and DataMarket for data products.

Regulatory Validation

Automated validation for regulatory submissions and compliance

Reconciliations

Cross-system reconciliation and financial balancing

Data Certification

Integrity audit and certification workflows

Risk Data Validation

Stress testing and risk management datasets

Policy Management

PII masking, contracts, and access auditing

Observability

Early warning and data health monitoring with RightSight

Key Use Cases

  1. Regulatory reporting and compliance assurance
  2. Financial close and reconciliations
  3. Risk management and stress testing datasets
  4. Claims and policy analytics
  5. Digital transformation and cloud modernization validation
  6. AI enablement with trusted, governed inputs

Proof: Examples: AF Group, Berkshire Hathaway Specialty Insurance (BHSI), National Indemnity Company (NICO), Railpen (pensions).

Business Outcomes

Measurable results our customers achieve

  • 95% Submission confidence
  • 80% Fewer audit findings
  • 3x Faster close cycles
  • 70% Less manual effort

Estimate Your Impact

See what organizations in financial services & insurance typically achieve with RightData

Value Impact Estimator

Select your organization size:

Growing

Building data foundations 50-500 employees

Mid-Market

Scaling data operations 500-5,000 employees

Enterprise

Complex data ecosystems 5,000+ employees

Select your organization size above to see typical outcomes

Ready to Build Trust in Your Data?

Join leading financial services & insurance organizations that trust RightData for their data quality and governance needs.