fivetran for financial services

Automated and secure data movement for financial services

Digitize your customer experience, monitor fraudulent charges and easily calculate customer lifetime value with secure, high-volume data movement.

why fivetran

Data movement with security and speed to keep up with your business

Power your finance services with the most reliable and secure data movement platform.

Accelerate time to insights with high-volume data movement

 

Get peace of mind from source to destination

  • Data is encrypted in transit and at rest, and purged after it’s successfully written to your destination.
  • Enable column masking to block or hash PII and sensitive data before it enters your destination.

Accurate data for informed, revenue-generating business decisions

  • Automated scans for incremental updates using system columns for applications or transaction logs for database sources.

"The value of Fivetran isn't any one individual connector — the value is being able to pull in Salesforce, Marketo, Asana, NetSuite and Lever and blend the data from historically separate departments together for analysis.”

William tsu, customer success operations, blend

business outcomes

Scale up financial services, safely and securely

Improve your customers' experience and monitor fraud in real-time all while protecting PII with Fivetran's automated data movement platform.

Improve customer service

Banks and fintechs rely on technology to provide the best experience possible for their customers — centralize the data from your chat, contact center, ticketing and survey platforms for a fully automated data strategy.

Transform digitally to maximize ROI

Embracing a modern, cloud-based data stack and data strategy is key to accelerating revenue efficiency.

Fraud and anomaly detection

Leverage your real-time data to monitor and detect fraud before it happens.

Stay secure

Protecting customers’ PII keeps their identities safe and minimizes reputational risk to your institution.

Increase profitability

With next-gen analytics, identify product areas ripe for cost reduction and pinpoint upsell and cross-sell opportunities.

Scale your business

Test and iterate faster, reach more customers and scale your platform or service with an automated tech stack.

Customer experience and insights

Improve customer service

Banks and fintechs rely on technology to provide the best experience possible for their customers — centralize the data from your various platforms for a fully automated data strategy.

Transform digitally to maximize ROI

Embracing a modern, cloud-based data stack and data strategy is key to accelerating revenue efficiency.

Mitigate fraud and risk

Fraud and anomaly detection

Leverage your real-time data to monitor and detect fraud before it happens.

Stay secure

Protecting customers’ PII keeps their identities safe and minimizes reputational risk to your institution.

Trend forecasting and predictions

Increase profitability

With next-gen analytics, identify product areas ripe for cost reduction and pinpoint upsell and cross-sell opportunities.

Scale your business

Test and iterate faster, reach more customers and scale your platform or service with an automated tech stack.

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case study

How Blend used Fivetran to move from startup to IPO

Challenge

Blend’s engineering team was working full time to build and maintain data pipelines to various platforms across the fintech startup’s siloed departments. Frequent breakages were causing long delays to reporting and hugely limiting Blend’s ability to test and iterate on their product.

Solution

By replacing their unreliable and maintenance-heavy, in-house data pipelines with Fivetran’s fully managed connectors, Blend reduced the time it takes to connect to a new source from weeks to minutes, cut their reporting time in half, and reallocated their data team’s focus to high-impact, business-critical projects.
 

Find your financial services connectors

full-featured platform

Get even more out of Fivetran's automated data movement platform

Infrastructure modernization

Whether it's migrating to the cloud or modernizing legacy systems, learn how Fivetran can accelerate your digital transformation.

Learn more

Database replication

Fivetran allows you to effortlessly add operational databases to analytics projects and see the full picture.

Learn more

Related resources

ebook

Fivetran for financial technology

Case study

Lendi makes data-driven decisions with Fivetran

webinar

Digitazation and finance with JPMorgan Chase

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