Unified Analytics for Modern Banking

Knowi connects natively to Oracle, SQL Server, DB2, PostgreSQL, and other databases used in core banking. You can also pull data from modern banking platforms and fintech APIs via Knowi's REST API connector. No ETL pipeline or data warehouse is required, Knowi queries your banking data where it lives.

Knowi's cross-source join feature lets you blend data from core banking, CRM, loan origination, and risk systems in a single query at read time. For example, you can join customer deposit data from Oracle with support tickets from Salesforce and loan records from a MongoDB collection, all without staging data in a warehouse or writing ETL jobs.

For multi-branch banking, you need a tool that supports row-level security, branch-level filtering, and cross-source joins. Knowi lets you compare deposits, new accounts, and cross-sell ratios across branches in a single dashboard. Each branch manager sees only their own data, while regional and executive leaders get aggregated views, all from the same underlying dashboard with permission-based filtering.

Knowi supports scheduled report generation in PDF and CSV formats, delivered via email on a daily, weekly, or monthly cadence. Reports are automatically scoped to user permissions so each compliance officer sees only the data they are authorized to access. Unlike Tableau or Power BI, Knowi does not require a separate data warehouse, reports pull directly from your source systems.

Yes. Knowi's cross-source joins let business analysts combine account, loan, transaction, CRM, and support data into a unified customer view without writing ETL code. Relationship managers get a single dashboard showing complete customer context. Knowi also supports natural language queries, so non-technical staff can ask follow-up questions in plain English.

Tableau and Power BI require data to be modeled in a warehouse before visualization. Knowi queries banking databases directly and joins data across sources at read time, eliminating the warehouse dependency. Knowi also offers on-premise deployment, natural language querying for non-technical users, and white-label embedding, features that are either unavailable or require enterprise add-ons in Tableau and Power BI.

Yes. Knowi deploys on-prem via Docker, Kubernetes, or bare-metal install. All features, including AI, ML, and natural language querying, run entirely within your infrastructure. No data leaves your network. This makes Knowi suitable for banks with strict data residency, SOC 2, and regulatory requirements that prevent cloud-based analytics.

Knowi supports configurable refresh intervals and threshold-based alerts. You can build dashboards that track delinquency trends, default rates, and portfolio concentration, then set alerts that fire when anomalies are detected. Knowi's AI layer can also surface unusual transaction patterns for fraud review. Alerts are delivered via email, Slack, or webhook.

Yes. Knowi's natural language interface lets loan officers, branch managers, and executives type questions like 'show me top 10 accounts by deposit growth this quarter' and get instant visual results. No SQL knowledge is required. This reduces the backlog on data teams and gives front-line staff faster access to the numbers they need for customer conversations and decisions.