Transactions You Can Explain. Outcomes You Can Defend

Give research, risk, fraud and customer teams the trusted context and governed AI they need to move faster, without trading away control, lineage or regulatory posture.

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“The Model Said So” Isn’t a Defensible Answer

Financial services organizations are under pressure to use AI for revenue growth and productivity while protecting trust, security and regulatory posture. That balance is difficult when customer data, transaction data and regulatory knowledge remain spread across disconnected systems. Regulators won’t accept probabilistic outputs as answers, and most data platforms can store this complexity without actually understanding it.

The Progress Data Platform helps financial services teams add shared context, governance and lineage so AI can support real work, without becoming a compliance or trust problem.

About 70% of financial services executives believe AI will directly contribute to revenue growth in the coming years.

World Economic Forum, 2025

Why Companies Trust the Progress
Data Platform

Proof That Financial Services Teams Move Faster with Defensible Context

Customer Stories

Financial Services

Global Financial Services Firm Selects Progress Data Platform to Build AI-Powered Legal Assistant

Legal research reduced from four hours to minutes per dossier

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Customer Stories

Streamlining Post-Trade Processing

Millions of trades processed daily
Thousands of messages per second

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Customer Stories

ABN Amro Brings Vast Amounts of Data into a Central Operational Trade Store

Full trade lineage with “tech time travel” capability for regulatory review

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Validated by the Experts, Leading with Outcomes

Progress Named Exemplary in the 2026
ISG Buyers Guide for Data Platform

Progress Data Platform Ranked #1 and Named a Champion in Metadata Management

Who This Is For

Needs a governed data foundation that supports AI without adding more fragmentation.

Shared Enterprise Context

Chief Data Officers in financial services face a dual mandate: enable AI-driven efficiency and competitive advantage while ensuring that every new capability strengthens, rather than weakens, the organization's risk and compliance posture. Enterprise data is distributed across core banking platforms, trading systems, customer databases and regulatory repositories, each governed by its own structure, access controls and audit requirements. The challenge is not consolidation; it is building a shared data layer that adds context, governance and lineage so AI can operate across these sources without introducing new compliance exposure. A governed data foundation makes existing enterprise data more usable and more defensible for the AI use cases the business is prioritizing.

Needs traceable outputs, stronger controls and a clear path back to source evidence.

Explainability & Lineage

Risk and compliance leaders need every AI-generated output their teams rely on to be explainable, traceable and defensible under regulatory scrutiny. In practice, most AI implementations in financial services treat explainability as an afterthought, rather than a design requirement. When a regulator asks how a risk score was assigned, why a fraud alert was triggered or what data informed a compliance decision, the response must include the data, logic and source, not a confidence score from an opaque model. A governed data platform preserves full lineage from output back to source evidence and enforces the access controls, validation rules and audit trails that regulatory frameworks like MiFID II, Basel III/IV and Dodd-Frank require.

Needs reduced manual research and decision friction across teams and workflows.

Trusted Retrieval & Automation

Digital and operations leaders in financial services are under pressure to reduce manual effort, accelerate processing and improve workflow quality while maintaining low error rates and strong risk controls. Teams spend significant time on repetitive research, cross-system data reconciliation and manual verification, work that AI could support if the underlying data were connected and properly governed. A governed data platform enables AI to retrieve from trusted enterprise sources, apply business rules at the point of decision and deliver results that operations teams can act on with confidence that the information is current, complete and compliant.

Needs AI that improves service quality and speed without increasing exposure.

Governed AI in Advisory Workflows

Lines of business leaders are accountable for client outcomes, service quality and revenue growth, and increasingly view AI as a way to equip advisors and relationship managers with a more complete picture of every client. Today, the information they need is spread across CRM systems, communications platforms, contracts, account records and compliance documentation, and assembling a complete client view takes far longer than it should. A connected data platform brings structured and unstructured client data together, surfaces relevant context at the point of interaction and operates within the compliance guardrails the organization requires, so client-facing teams can focus on the relationship, rather than the research behind it.

What Financial Services Teams Can Do with the Progress Data Platform

Manual Research Faster Action Losing Control Every Client

Cut Manual Research Without Cutting Corners

Help teams compile and analyze regulatory information faster, with less repetition and without losing the audit trail.

How It Works

Grounds AI in governed knowledge sources and preserves lineage back to source material.

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Global financial services firm reduced a four-hour research workflow to minutes

Turn Fraud and Risk Signals Into Faster Action

Help analysts connect patterns across identities, devices, transactions and behavior, so investigations start sooner and close faster.

How It Works

Adds context across siloed data and supports governed AI for higher-trust investigation workflows.

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Reduced investigation timelines through automated cross-source correlation and entity resolution

Scale Post-Trade Operations Without Losing Control

Give operations teams a stronger foundation for scale, performance and control across asset classes and markets.

How It Works

Supports connected data and context across complex transaction workflows.

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Broadridge processes thousands of messages per second and millions of trades daily for clients

Give Advisors a Full Picture of Every Client

Enable relationship managers to reach complete client intelligence from fragmented data sources, in minutes, not days.

How It Works

Connects structured client data with unstructured communications, contracts and account documents.

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New business use cases deployed in weeks vs. months after hub implementation

How the Progress Data Platform Delivers for Financial Services

The Progress Data Platform helps financial services organizations connect enterprise data, apply shared context and governance, and deliver trusted information to AI and business workflows. It is built for high-trust environments where teams need security, auditability and explainability, in tandem with speed.