Trusted Intelligence for Financial Services
Give your teams and clients real-time answers grounded in a governed semantic layer — so you can deploy AI without the risk.
Free TrialFinance trusts Omni
De-risk financial decisions
Empower teams with secure, governed AI to instantly query unified metrics like AUM and delinquency.
Create a unified model for trusted metrics
Define "approval rate," "delinquency," and "AUM" once in a shared semantic model. Omni ensures every dashboard, AI chat, and spreadsheet uses the exact same logic — eliminating the "islands of analysis" that plague legacy stacks.
AI that speaks Finance
Most AI analytics tools guess at key metrics like revenue. Omni’s AI is grounded in your business model and governed definitions. It understands multi-step questions like "Why did approval rates drop last week?" and provides answers you can trace back to the source.
Use familiar spreadsheets, without the chaos
Stop the CSV export cycle. Connect your spreadsheets directly to your governed warehouse data to ensure your finance and GTM teams work with live, consistent metrics without leaving the UI they love.
Enterprise-grade security for finance
Omni protects sensitive financial data with a governed semantic model, granular role- and row-level controls, and secure, encrypted warehouse connectivity—so teams can move fast without compromising compliance.
Give clients the trusted, tailored answers they expect
Stop building custom reports for every partner or client. Embed fully customizable, AI-powered analytics directly into your portal. Omni’s architecture enforces strict tenant isolation and row-level security at query time, so clients only see their own data.
Our product and customer success executives immediately prompted Omni’s AI to act like a domain expert in our field and identify opportunities for revenue growth, and they were shocked at the quality of the response! - Austin Aranda, Director of Data Solutions
Finance teams trust Omni
One shared model for Fundrise
All of our one-off analyses tie back to the core metrics defined in the shared model: What did this campaign do to Investments? What did this investor interaction do for Growth? Having those core definitions ironed out early makes the migration of all the long-tail definitions much simpler.- Luke Ruth, Chief Product Officer at Fundrise
