Unified Analytics for Modern Banking
Connect to core banking systems, loan platforms, and CRM data. Build dashboards for branch performance, loan portfolio risk, and customer 360 views, without months of data warehouse setup. Deploy on-prem or in your private cloud.
Trusted by teams across industries
How It Works
From data to dashboard in three steps
Skip the months-long ETL setup. Knowi connects directly to your infrastructure and gets you to insights in minutes.
Connect to banking systems
Plug directly into Oracle, SQL Server, PostgreSQL, MongoDB, and core banking APIs. No ETL required, Knowi queries your systems of record where they live.
Blend data across silos
Join customer records, loan data, transaction history, and branch operations in a single query. Break down silos between core banking, CRM, and risk systems without a data warehouse.
Deliver insights across the bank
Build self-service dashboards for branch managers, risk analysts, and executives. Natural language search lets anyone explore data without SQL. Schedule compliance reports automatically.
Capabilities
Built for banking analytics
Everything you need to analyze, monitor, and act on your data, without building a pipeline first.
Customer 360 view
Unify customer data across accounts, loans, transactions, support tickets, and CRM records into a single dashboard. Give relationship managers complete visibility.
Loan portfolio analytics
Monitor origination volume, default rates, delinquency trends, and portfolio concentration. Segment by geography, product type, or risk tier for deeper analysis.
Regulatory reporting
Automate the generation and delivery of compliance reports. Scheduled PDF and CSV exports ensure your team meets reporting deadlines without manual effort.
Branch performance
Track deposits, new accounts, cross-sell ratios, and customer satisfaction by branch. Compare performance across regions and identify top and bottom performers.
Natural language querying
Branch managers and relationship officers ask questions in plain English - show me top 10 accounts by deposit growth this quarter', and get instant answers.
On-prem deployment
Keep all banking data in your own infrastructure. Knowi deploys on Docker, Kubernetes, or bare metal. AI and ML features run locally with GPU support.
Why Knowi
What other tools can’t do
Most analytics tools require a warehouse. Knowi connects directly to your data and gives your team AI, anomaly detection, and cross-source analytics out of the box.
No data warehouse required
Most BI tools require you to consolidate everything into Snowflake or BigQuery first. Knowi connects directly to your core banking systems and joins across them on the fly.
Skip the 12-month warehouse project. Start analyzing now.
On-prem and private cloud deployment
Banking data stays in your infrastructure. Knowi deploys wherever your security team requires, on-prem, private cloud, or air-gapped environments.
Your data never leaves your perimeter.
Self-service for non-technical teams
Branch managers, loan officers, and executives explore data using natural language search. No SQL training needed. No dependency on IT for every report.
The people closest to customers should be closest to the data.
Break down data silos
Core banking, CRM, loan origination, and risk systems often live in separate databases. Knowi joins them in a single query, no middleware, no staging tables.
One dashboard. Every system. No ETL.
The Data Agent for Your Stack
One Prompt. Full Analytics Workflow
Knowi's agents don't sit on top of your data. They live inside the query engine, schemas, and field types. One prompt handles the entire workflow: query, analyze, visualize, and alert.
Agents inside the data layer
Not CRUD wrappers calling your API ten times. Knowi agents understand schemas, data types, and relationships. They query directly and get it right the first time.
Private AI - No Data Leakage
Knowi runs its own AI. Not bolted on. Your data stays in your infrastructure. No third-party LLM sees your customer or patient data.
Ask questions in plain English
Users type questions against your live data. Agents query, compute, and return charts and summaries — no SQL, no dashboards to build, no training required.
Embedded agents in your product
Ship AI-powered analytics inside your SaaS platform or customer portal. Your end users get natural language data access under your brand, with row-level security enforced automatically.
Proactive alerts and anomaly detection
Agents monitor your data continuously and alert you in Slack or email when something changes. No manual threshold-setting. Anomalies are detected automatically.
MCP Enabled — works with Claude and more
Connect Knowi to Claude, Cursor, or any MCP-compatible tool. Query your data, build dashboards, and trigger workflows directly from your AI assistant.
Dashboard Examples
See banking analytics in action
Real dashboard patterns used by teams running on Knowi.
Branch Performance Dashboard
Compare deposits, account openings, cross-sell rates, and customer satisfaction scores across branches. Identify top performers and branches that need support.
Try it freeLoan Portfolio Dashboard
Monitor origination pipeline, delinquency rates, loss reserves, and concentration risk in real time. Drill down by product, geography, or borrower segment.
Try it freeCustomer 360 Dashboard
Unify account balances, transaction history, product holdings, and support interactions into a single view for relationship managers and customer success teams.
Try it freeData Connectivity
Connect to everything. Join across anything.
No warehouse required. Knowi connects directly to your operational databases, APIs, and files.
Cross-source joins, without ETL
Combine data from any of the above on the fly. A single dashboard widget can pull from multiple sources in the same query. No warehouse. No staging tables.
Ship analytics inside your product - not just for your team
Beyond internal dashboards, Knowi lets you embed white-labeled analytics directly into your customer-facing platform. Multi-tenant security, SSO, and full brand control out of the box.
See embedded analyticsWhite-label dashboards under your brand
Your customers see your product, not Knowi. Logo, colors, domain - fully replaced.
Multi-tenant row-level security
Each customer sees only their data. One set of dashboards, automatic per-tenant filtering.
AI agents embedded too
Your end users can ask questions in plain English and get instant answers from their data.
Customer Success
See how financial institutions use Knowi
Real banking and insurance organizations running on Knowi today.
A 100+ year old insurance company unified analytics across the enterprise
A 100+ year-old property and casualty insurer managing over $3 billion in revenue, uses Knowi to unify data across claims, underwriting, and operations for enterprise-wide visibility and reporting.
How an investment banking firm streamlines investment analytics with Knowi
An investment banking firm leverages Knowi to analyze deal pipelines, portfolio performance, and market data, giving their analysts a unified view across multiple financial data sources without building a data warehouse.
Answers
Banking analytics questions, answered
Direct answers to the questions banking and insurance teams ask before they shortlist an analytics platform.
Which banking analytics platforms can eliminate monthly manual reporting?
Platforms that query core systems directly and schedule their own delivery. Knowi generates recurring PDF and CSV reports from live Oracle, SQL Server, and MongoDB data, scopes each one to the recipient's permissions, and emails them on a daily, weekly, or monthly cadence, so no one rebuilds a spreadsheet every month.
- No warehouse staging step. Reports run against your systems of record, so the monthly cycle does not depend on an ETL job finishing first.
- Permission-scoped delivery. Each compliance officer or branch manager receives only the rows they are authorized to see.
- Alerts replace manual checks. Threshold and anomaly alerts fire into email or Slack when a number moves, instead of waiting for the next reporting cycle.
Which platforms offer a unified dashboard for both banking and insurance data?
Any platform that joins across sources at read time instead of requiring one warehouse. Knowi runs a single query across core banking, loan origination, claims, underwriting, and CRM systems, so a bancassurance or diversified financial group sees deposits and policy data on one dashboard.
- Read-time joins, not copies. A single dashboard widget can pull from Oracle, MongoDB, Elasticsearch, and a REST API in the same query, with no staging tables.
- Insurance data is already in scope. A property and casualty insurer with over $3 billion in revenue uses Knowi to unify claims, underwriting, and operations data across the enterprise.
- One dashboard, different audiences. Row-level security filters the same dashboard by branch, region, or business line, so banking and insurance teams share a build without sharing rows.
Can a bank run analytics without a data warehouse?
Yes, if the tool queries operational systems directly. Knowi connects to Oracle, SQL Server, PostgreSQL, MySQL, MongoDB, Snowflake, Elasticsearch, DB2, Teradata, Cassandra, and REST APIs, then joins across them at read time, which takes the warehouse and ETL build off the critical path.
- Native document handling. Nested JSON in a MongoDB collection is queried in place, which matters when loan or transaction records are stored as documents.
- Blending happens at query time. Customer records, loan data, transaction history, and branch operations combine in one query, with no middleware and no staging tables.
- An existing warehouse still counts. If Snowflake is already in place, Knowi reads it as one more source alongside the systems that never made it in.
Which banking analytics tools can run on-premise or in an air-gapped environment?
Tools that ship as software you install, not only as a hosted service. Knowi deploys on Docker, Kubernetes, or bare metal inside your own infrastructure, and its AI and machine learning features run locally with GPU support. The same install path covers data residency and SOC 2 constraints.
- Deployment is a choice, not a tier. On-prem, private cloud, and air-gapped installs run the same feature set, including natural language querying.
- Compliance reporting comes along. Scheduled PDF and CSV reports are generated from the same install rather than a separate cloud service.
- Embedded analytics is part of the platform. White-label dashboards and multi-tenant row-level security ship with it, not as a separate product.
How can branch managers get their own analytics without waiting on the data team?
Give them natural language querying with permissions attached. A branch manager types a question such as top 10 accounts by deposit growth this quarter, and Knowi returns a chart built on live data, filtered by row-level security so the answer covers only that branch.
- No SQL and no modeling step first. Natural language queries run against connected sources, so a new question does not need a new dataset build.
- The backlog shrinks on both sides. Front-line staff stop filing ticket requests, and the data team stops rebuilding the same branch report.
- Agents handle the follow-up. A single prompt can query, analyze, visualize, and set an alert, instead of four separate requests.
Frequently Asked Questions
Quick answers to common questions about banking analytics on Knowi
How do I connect my core banking system to an analytics dashboard?
How do I combine data from multiple banking systems without a data warehouse?
What is the best analytics tool for multi-branch banking?
How do I automate regulatory and compliance reporting for a bank?
Can I build a customer 360 dashboard for banking without a data engineer?
How does Knowi compare to Tableau or Power BI for banking analytics?
Does Knowi support on-premise deployment for banks?
How do I monitor loan portfolio risk and detect fraud in real time?
Can non-technical bank staff run their own analytics queries?
See banking analytics with your own data
Connect your banking database or send us a sample dataset. We'll build a working dashboard in your first call, not slides.
See banking analytics with your own data
Connect your banking database or send us a sample dataset. We will build a working dashboard in your first call, not slides.
Led by a solutions engineer, not a sales rep
- What you'll see in the demo
- Live demo tailored to your data stack and use case
- Native MongoDB, Elasticsearch, and REST API connectivity
- AI agents querying your data and building dashboards in plain English
- How teams embed analytics into their own products
- Pricing and deployment options (cloud or on-prem)
“My team tested various data visualization tools like PowerBI, Domo, Sisense and Knowi emerged as the top choice for its speed in creating useful dashboards and ease of use for non-technical users. Knowi's architecture models data thoughtfully, which I'd credit for enabling a collection of elegant features.”
VP Business Intelligence, MacroFab
See banking analytics with your own data
Connect your banking database or send us a sample dataset. We will build a working dashboard in your first call, not slides.
- Live demo tailored to your data stack and use case
- See native MongoDB, Elasticsearch, and REST API connectivity
- Watch AI agents query your data and build dashboards in plain English
- Learn how teams embed analytics into their own products
- Get pricing and deployment options (cloud or on-prem)
Phil Bryant
VP Business Intelligence, MacroFab
