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DOMO PARA SERVICIOS FINANCIEROS
Habilite una empresa de servicios financieros verdaderamente conectada.
Proporcione a su empresa datos para adquirir nuevos clientes, ayudar a aumentar las carteras y ofrecer un servicio de atención al cliente de primera clase.
Los líderes de servicios financieros de todo el mundo confían en Domo para obtener resultados.
Unify all your data
Bring 1,000+ data sources into one trusted view. Move from spreadsheets to live dashboards across the institution.
- Connect banking, loan, customer, and operational data.
- Remove silos across departments and systems.
- Give executives and analysts one source of truth.
Automate workflows
Replace manual reporting and repeat tasks with AI agents and alerts.
- Automate recurring reports across the business.
- Use AI agents to flag anomalies and risks.
- Free teams to focus on analysis, not manual work.
Gain full transparency
Track profitability, risk, and performance across the institution.
- Monitor loan portfolios, fraud risk, and customer churn.
- Drill into any metric yourself. No IT request needed.
- Share performance with stakeholders through dashboards.
Align teams with shared insights
Make institutional data usable across the business, with access controlled by role.
- Share dashboards with leadership, risk, and compliance teams.
- Control access by role, so people see only what they should.
- Let everyone act on the same trusted data.
Get ahead of risk with AI agents
Use predictive analytics and automation to act before problems grow.
- Forecast funding needs with loan analytics.
- Spot fraud earlier with digital banking analytics.
- Let AI agents recommend actions and run workflows.
See Domo in your day-to-day
Here is how your data, AI, and Domo come together across the work your institution does every day.
Grow account value with customer insights
Bring banking data into one view to find the insights that increase loyalty and retention across branches.
Give a consistent customer experience
Use current data to personalize each interaction and improve retention.
Help teams decide with data
Remove silos and share insights securely across teams.
Grow responsibly
Watch opportunities and risks with predictive analytics.
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Assess fraud risk
Measure and reduce fraud risk with AI analytics across digital banking channels to cut prevention costs.
Watch fraud across channels
Catch threats early with cross-channel analysis and predictive models.
Remove data silos
Combine data from all systems to find and reduce fraud risk.
Lower fraud costs
Use AI fraud assessment to reduce financial losses.
Stay ahead with alerts
Get automated notifications to spot risks before they grow.
Analyze default risk for credit portfolios
Use loan and customer data to optimize loan performance, forecast funding needs, and spot defaults early.
Get consistent results
Standardize loan risk models with integrated AI analytics.
Simplify data management
See customer and loan data in one platform for faster risk assessment.
Show insights at every stage
Track risk exposure with predictive dashboards.
AI agents for financial services
Explore what teams build with Domo's AI agents. Each one runs on your governed data, works within a user's permissions, and can trace every answer back to its source.
Risk Management
Scores fraud, liquidity risk, and anomalies, then routes alerts through approval workflows.
Fraud Monitoring and Routing
Detects fraud and routes each case to the right team for review.
Investment Analysis
Models markets with machine learning and compares approaches side by side.
Refinance Lead Gen
Finds potential candidates for lending and mortgage refinancing.
Regulatory Report Builder
Builds compliance reports automatically so teams skip manual assembly.
Built on enterprise-grade security and compliance
Domo meets the security, compliance, and privacy requirements of regulated industries, including financial services. Security is built into the platform at the infrastructure, application, and data levels.
Domo completes third-party audits, compliance assessments, and annual penetration tests to meet customer and regulatory requirements. Current certifications include SOC 1, SOC 2, ISO 27001, ISO 27018, HIPAA, HITRUST, GDPR, and CCPA.
Role-based access, end to end
Control who sees what with single sign-on, multi-factor authentication, IP restrictions, and role-based access controls, so people and AI agents reach only the data their role allows.
You hold the encryption keys
With Bring Your Own Key encryption, you supply and control the keys for your Domo environment. Revoke them and all data in your instance becomes immediately unreadable.
"What stood out about Domo was its ability to let everyone in the business learn from the data in dashboards they could design themselves."
"Domo's dashboards give all our stakeholders self-serve visibility. Our marketers now have transparency into every campaign, so they can learn from each other."
"You can't exaggerate how much Domo helped increase our data coverage and our understanding of it. People here are now comfortable using data every day."
"I use Domo daily to manage my direct reports and measure the success of the business. Domo brings all the data together and shows the risk points, so we don't spend hours in spreadsheets."
"We had another provider offer a data package to break down our debit card transactions. It would have cost $105,000, but we had already built something like it in Domo."
Jon Wages
Senior Data Advisor, Origin Bank
"The impact Domo has had across our business is immeasurable. Every department can manage capacity, forecast revenue, and understand trends."
