Modernize your data. Minimize your risk.
Financial data moves fast — and regulations move faster. With dbt, you can transform, govern, and audit data with confidence.
Common use cases in Financial Services
Financial institutions face the dual challenge of driving innovation while meeting strict compliance requirements. These are the high-impact ways dbt helps leading banks, insurers, and fintechs stay agile, compliant, and competitive.
Regulatory compliance & auditability
Ensure data transformations, definitions, and usage meet stringent standards like SOX, PCI DSS, EU DORA and GDPR. With built-in version control, audit logging, and lineage, dbt makes it easy to prove compliance at every step.
Trusted financial reporting
Establish a single, trusted source of truth with standardized definitions and metrics. dbt enforces consistency, quality, and transparency across teams, reducing errors and enabling faster, more reliable reporting.
Protect customer & transaction data
Protect sensitive financial data with role-based access controls, encryption, and secure architecture. dbt aligns with industry regulations to safeguard customer trust and minimize operational risk.
Scale high-volume financial data
Handle complex, large-scale financial data workloads without sacrificing speed or stability. dbt’s cloud-native architecture and project management features enable growth and agility, even as regulatory demands increase.
We passed with zero deficiencies, that's great. This system is exactly the kind of thing auditors look at during SOX audits.
Amber Oar Staff Analytics Engineer
Unlocking new data use cases
Beyond compliance, dbt empowers financial institutions to accelerate transformation and unlock new business value.
Accelerating modernization
Speed up digital transformation by reducing time-to-insight and enabling faster adoption of analytics and AI initiatives.
Customer 360 & breaking down silos
Unify customer data across products and channels to support personalized experiences, better pricing, loan decisions, and improved retention, while enabling quicker, data-driven responses to shifting market conditions.
Data governance for AI readiness
Build a governed, high-quality data foundation that ensures AI and machine learning models are trusted, compliant, and enterprise-ready.
Accelerate innovation while maintaining compliance and resiliency
dbt brings trust, compliance, and agility to financial data. Unlike competitors, the dbt platform improves compliance posture, ensures governance at scale, and increases adoption across teams.
SQL-based transformations deliver traceability, strict CI process, version control, and reproducibility. Automated documentation and fast dev cycles help teams meet compliance without slowing down.
Powering the future of financial data
Learn how industry leaders like Nasdaq and M1 Finance use dbt to transform complexity into clarity, enabling faster, smarter decision-making.
Read M1 Finance's storyFor our business needs, our investment in AI and dbt Semantic Layer has been worth it.
Kelly Wolinetz, Senior data engineer
Read Pepperstone's story10
inconsistent data sources identified and resolved per month, before any downstream issues
Read Nasdaq's storyBefore, 9 out 10 times the sales and executive team had to wait months to receive a data point they requested. By then, the data wasn’t relevant anymore or the new business was already lost.
Michael Weiss, Senior Product Manager
See how leading financial brands use dbt
Explore how Bilt Rewards, USAA, and LendInvest use dbt to modernize infrastructure, improve compliance, and deliver better customer experiences.
Trusted globally. Proven at scale.
97% customer satisfaction
Rated 4.8/5 on G2 by thousands of data leaders who trust dbt Cloud for critical analytics and AI initiatives
Enterprise-grade compliance
60,000+ teams
Over 60,000 teams worldwide rely on dbt, processing billions of data transformations with confidence
Named a Leader by Snowflake and Databricks
Recognized as Snowflake Data Cloud Partner of the Year and Databricks Customer Impact Partner of the Year
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