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The Future of Payments
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Snowflake forfinancial services
Simplify your enterprise data and AI architecture with interoperability, open standards and security in mind. Tap into an ecosystem of best-of-breed financial services data, solutions and AI models to power workflows across the buy-side, sell side, insurance and payments verticals.
Leading financial service institutions choose Snowflake to mobilize their data and AI
overview
Modernize your enterprise data and AI strategy
The world’s biggest banks, asset managers, insurers and payment providers are simplifying data access, enabling secure data collaboration, powering advanced ML and analytics and deploying agentic AI applications with Snowflake — today.
Easily deploy financial services-ready AI
AI with context means a more reliable way to power a new generation of financial services use cases. Snowflake Cortex AI for Financial Services, a suite of AI capabilities custom-built for the industry, is enhanced by an ecosystem of AI-ready partner capabilities.
Connect to the financial services ecosystem
Work together in the AI Data Cloud with top data and solutions providers, as well as critical service providers, to streamline data collaboration, power business-critical use cases and even uncover new commercial strategies.
Trust Snowflake to protect your most valuable asset — your data
Use AI and LLMs within Snowflake's security perimeter with built-in policies, access controls and end-to-end observability.
use cases
from data to business outcomes
Generate alpha
Perform quantitative research
Conduct research faster and generate alpha by simplifying data access, powering AI and ML workloads and seamlessly integrating with industry-leading solutions.
Run risk analytics
Build an enterprise risk and compliance platform
Power your risk management, regulatory reporting and compliance workflows on a single data platform to meet evolving requirements across banking, capital markets, asset management and insurance.
Reduce reputational risk
Enhance fraud detection, know your customer (KYC) and anti-money laundering (AML)
Detect possible fraud and address KYC/AML compliance requirements by bringing together data from across your businesses, performing ML model inference with data on Snowflake and accelerating with AI.
Optimize complex processes
Streamline insurance claims management
Modernize claims management and the overall customer experience with machine learning models applied throughout the claims lifecycle, including at first notice of loss or first report of injury.
Maximize customer lifetime value
Power next best action and personalization
Acquire new clients, predict product or policy suitability, personalize investment planning and determine next best action with customer 360 analytics and ML.
Compliance
Enterprise-Level Security and Compliance
Snowflake supports critical security and compliance
standards for the financial services industry, globally.
CUSTOMERS
Leading companies lead with Snowflake
Pfizer accelerates insights and processes data 4x faster with Snowpark
By migrating to Snowflake, this pharma giant has unified business units with greater access to insights and seamless data sharing — all while reducing total cost of ownership (TCO).
- 19K annual hours saved, thanks to faster data processing
- 57% reduction in TCO vs. previous solution
Intercontinental Exchange and the NYSE Optimize Costs With Snowpark
With Snowflake, Intercontinental Exchange has lowered costs and increased operational efficiency while supporting regulatory compliance and reporting for global exchanges like the New York Stock Exchange.
- 80% better ad hoc query performance
- >50% cost savings for NYSE’s regulatory reporting workload
Building a Document Chatbot Using Cortex AI at Siemens Energy
Siemens Energy relies on Snowflake and Cortex AI to transform paper-based information into actionable data, making hundreds of thousands of pages instantly accessible with AI chatbots for faster insights.
- 800k+ pages now accessible through a chatbot
AT&T Provides Faster Insights While Lowering Estimated Annual Costs by 84%
This premier enterprise gives more teams near-instant access to powerful insights for better decision-making and customer experiences — all while cutting costs and improving performance by switching to Snowflake.
- 84% savings on estimated annual costs, due to results caching
- <1 second to answer 90% of user queries via self-service dashboards
Advertising, Media & Entertainment
Merkle Improves Customer Experiences While Providing Data Governance and Security
Merkle, a dentsu company, consolidates sensitive data and collaborates with clients in Snowflake, resulting in a more efficient, trusted data environment that expedites data access and reduces risk.
- 64% faster data development cycle
- 20% estimated cost savings
FINANCIAL SERVICES SUB-VERTICALS
Use Case Spotlight
Ingest structured & unstructured data
Power business-critical analytics
Deploy AI and ML
Build and discover data, models and apps
Business continuity & resiliency
Streamline multimodal data ingestion
Snowflake Openflow — built on Apache NiFi — brings together batch and streaming, structured and unstructured data, whether it lives in third-party apps, PDFs or videos.
Code and automate pipelines with confidence
Meet data SLAs and automate repetitive tasks by focusing on outcomes instead of infrastructure, plus free your teams of operational overhead through native data engineering capabilities and integration with open standards.
Process and extract information from unstructured text
Document AI can prepare pipelines for continuous processing of new documents of a specific type, such as application forms or finance statements, as well as extract information from entities or tables based on the list of specified columns.
Run analytics on data outside of Snowflake
Query both managed and unmanaged Iceberg tables with Snowflake and benefit from Snowflake's performance, security and governance features to open table formats.
Transform multimodal data
With AISQL, turn everyday data analysts into AI engineers without complex coding. Transform any data type — from insurance claims to call center transcripts — into insights, and unlock capabilities like classification, summarization, sentiment analysis and more.
Optimize tick data
From TCA to regulatory reporting, analyze your time series data over specific time ranges to the nanosecond with SQL-native functions.
Build agents and conversational apps
Empower employees of all technical abilities to run analytics using natural language built with state-of-the-art agentic orchestration and accurate retrieval.
Bring ML models to your data
Develop, deploy and monitor ML features and models at scale with a fully integrated platform that brings together tools, workflows and compute infrastructure to the data.
Tap into state-of-the-art LLMs
Meet your business needs by accessing industry-leading foundational models from OpenAI, Anthropic, Reka, Mistral and more at scale directly in SQL or via APIs.
Discover and access internal data
Make data, models, apps, AI products and other organizational listings discoverable and accessible across the enterprise with Internal Marketplace.
Integrate third-party data
Access thousands of live, ready-to-use data to power business workflows across the front, mid and back offices, including from FactSet, ICE, LSEG and more.
Implement data governance & security
Protect and audit your data, apps and models with data governance capabilities like tags and data lineage, and centrally apply granular access policies across all databases, schemas and tables.
Build a multi-cloud enterprise data strategy
Ensure business continuity and resiliency by building a multi-cloud, cross-region data strategy on Snowflake, which is available on major providers across numerous global regions.
Ensure account replication and manage failovers
Meet DORA obligations by replicating your critical account objects to another Snowflake account in your organization in a different region in case of unplanned failovers.
Enable write-once-read-many semantics
Comply with SEC 17a-4(f), CFTC 1.31(d) and FINRA regulations with Snowflake Snapshots by creating immutable copies of data at specific intervals, ensuring consistency and reliability for time-based analysis.
Join your peers to explore demos of the latest data and AI technologies, hear from industry experts, earn professional badges, and much more. Learn, connect and play at Dev Day!
MOSCONE CENTER | SAN FRANCISCO | JUNE 5
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Explore more in financial services
Get Started
Take the next stepwith Snowflake
Start your 30-day free Snowflake trial today
- $400 in free usage to start
- Immediate access to the AI Data Cloud
- Enable your most critical data workloads
Conversational AI in Snowflake
Frequently Asked Questions
Understand how AI agents can turn your enterprise data into fast, governed insights.
What is Snowflake Intelligence?
Snowflake Intelligence is a conversational AI experience that allows business users to interact with their enterprise data using natural language, providing deep insights from both structured and unstructured sources while maintaining Snowflake's security and governance framework, ultimately bridging the gap between data and actionable business intelligence.
It can query both structured data (tables and records in databases) and unstructured data (documents, conversations, transcripts, emails). It also can access information from third-party applications including Salesforce and Zendesk through Snowflake’s connectivity capabilities.
How does Snowflake ensure security and governance for AI agents?
Snowflake ensures security and governance for AI agents by integrating them within its existing robust security framework. The system automatically honors all role-based access controls, data masking policies, and governance rules that are already established in Snowflake.
This means AI agents can only access and provide insights based on data that users are authorized to see, eliminating the need to create separate permission systems. Additionally, Snowflake maintains end-to-end unified governance from data ingestion to application deployment, provides complete transparency into how insights are generated, and offers administrative visibility into agent usage and performance, all while keeping everything within Snowflake's secure perimeter.
Can the semantic model be automatically created?
Yes. This feature introduces an AI generation capability that gives users the ability to generate the semantic model completely automatically. The UI will take semantic context from a number of different possible sources (including external semantic layers), and generate a semantic model with that information. Query history data is used to infer relationships and generate verified queries automatically.
Can I embed Cortex Agents in my own app?
Yes, you can use REST APIs to embed agentic workflows into web apps, internal portals or collaboration channels such as Microsoft Teams.
How do I get started building my own data agent?
Build your agents with Snowsight. You can also reference example apps and templates from the Cortex AI quickstarts.
What makes Snowflake’s conversational AI different?
Snowflake offers unified access to both structured and unstructured data, industry-leading reasoning models, comprehensive explainability, all within Snowflake secure perimeter.
