# 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.