FreeWhitepaper

The Agentic Lakehouse for Financial Services & Insurance

Legacy data infrastructure is the single biggest barrier blocking FSI institutions from realizing agentic AI at scale. Learn how the Agentic Lakehouse gives banks, insurers, and capital markets firms the governed, high-performance data foundation their AI agents demand.

The Agentic Lakehouse for Financial Services & Insurance Cover

What's Inside

  • Why 99% of FSI institutions plan AI agents but only 11% succeed
  • Five Agentic Lakehouse capabilities purpose-built for FSI workloads
  • Critical use cases: fraud, risk reporting, Customer 360, and more
  • A proven 90-day path to production with measurable first-quarter ROI

"The institutions that win with agentic AI are the ones that solve the data foundation problem first, not last. The Agentic Lakehouse is that foundation."

Joe Rodriguez, Industry SME, Financial Services, Dremio

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WHITEPAPER OVERVIEW

What You'll Learn

A practical guide to the data platform that turns FSI agentic AI investment into trusted, real-time intelligence across risk, compliance, and customer analytics.

The FSI data crisis
The FSI data crisis, explained

Most FSI institutions maintain 10 to 15 disconnected core systems. Brittle ETL pipelines, siloed governance, and proprietary lock-in are blocking agentic AI adoption, and why 37% of institutions name poor data quality as their top AI barrier.

Five platform capabilities
Five platform capabilities for FSI AI

Zero-ETL Federation, the AI Semantic Layer, Autonomous Reflections, a built-in MCP server, and enterprise-grade compliance controls, each designed for the high-concurrency, semantically consistent, governance-enforced workloads FSI agentic AI demands.

Use cases with measurable impact
Use cases with measurable impact

Learn how your peers are using the Agentic Lakehouse to deliver 65% faster regulatory reporting with 70 to 90% lower infrastructure cost.

Featured Author

Joe Rodriguez

Industry SME, Financial Services, Dremio

"The institutions that win with agentic AI are the ones that solve the data foundation problem first, not last. The Agentic Lakehouse is that foundation."

See the Agentic Lakehouse in action

Dremio is the Agentic Lakehouse, the only Iceberg-native data platform built for FSI-grade governance, performance, and open architecture. Start building your data foundation today.

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