Financial services companies rely on data to operate. Things like credit ratings are based on data and market intelligence is built using data. The systems that support these things need to be easy to see, secure and well managed. But the information needed to manage all of this is often found in places, such, as tools used to find information systems that manage assets platforms that provide business intelligence and spreadsheets. Financial services companies need to keep track of all this data to make sure everything runs smoothly.
This fragmentation makes even straightforward questions difficult to answer. How many servers are active? Which assets are vulnerable? Where did a KPI originate? Answering them can involve reconciling several systems, tracing definitions manually, and relying on subject-matter experts to validate the results.
This whitepaper looks at how Altimetrik addressed this challenge for a global financial information and analytics enterprise. The organization had more than 50,000 physical servers recorded across three discovery sources, each presenting a different view of the same environment.
Altimetrik developed a platform that brought these sources together into a governed server-estate dataset. It also introduced automated metadata generation and certification a Supervisor Agent that sends questions to the conversational BI agent and an RDF-based knowledge graph that shares trusted relationships and definitions, with other systems.
Built using Databricks, Microsoft Fabric and a custom multi-agent framework the platform cut down reconciliation and metadata work by about 70 percent. Infrastructure reconciliation tasks that used to take weeks were done in minutes.
The whitepaper also examines the engineering work behind the platform, including reconciling inconsistent asset records, resolving different definitions for the same business concepts, creating conversational BI agents on demand, and producing validated semantic artifacts for other systems to use.
Download the full whitepaper to learn how financial services enterprises can bring together fragmented data, strengthen governance, and make trusted information easier to access through conversational BI and multi-agent intelligence.
Authors: Shivkumar Krishnan, Biplab Adhikary and Sathiyanarayanan, AI Engineering, Altimetrik
Building a Trusted, Conversational Data Layer for Financial Services Financial services companies rely on data to operate. Things like credit ratings are based on data and market intelligence is built using data. The systems that support these things need to be easy to see, secure and well managed. But the information needed to manage all […]
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“Amit Singh is the Chief Strategy Officer and Chief of Staff to the CEO at Altimetrik, where he drives corporate strategy, growth acceleration, and value creation through transformation initiatives. In this dual role, he partners closely with leadership teams, investors, and the board to align business strategy with sustained, technology-driven growth.
With over two decades of experience at the intersection of technology, business, and transformation, Amit brings a unique perspective on how organizations can innovate and adapt in a rapidly evolving digital landscape. His career has been defined by building high-performing teams, scaling innovative platforms, and driving organizational change to deliver lasting impact.
Before joining Altimetrik, Amit held senior leadership roles at Visa, where he led technology strategy, engineering, and product development for Real-Time Payments and the Visa Developer Platform. Earlier, he served as Chief Product Officer at a startup and spent more than a decade at Oracle, leading product and engineering teams across a wide range of enterprise software applications.”
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