Deepnote AI notebooks for BFSI. Rapid prototyping, KPI tracking, and SQL + Python analytics in secure single-tenant or on-prem deployments.
Trusted by leading finance companies
Protect sensitive financial data with enterprise-grade safeguards. Deepnote ensures compliance for analytics teams across BFSI.
Single Sign-On (SSO)
SAML authentication
Role-based access control
Encrypted connections
Audit logs
Single-tenant & on-premise
Customer-managed keys
SOC 2 & GDPR compliance
Sample Vendor in Gartner® Hype Cycle™ for Collaborative Analytics for 2025
Deepnote is the AI workspace for finance and data professionals chosen by banking analytics, insurance analytics, and wealth management teams that need fast, governed insight. Put SQL, Python, and no code in one workspace to deliver finance analytics and data visualization that leadership trusts.
Deepnote enables rapid prototyping on large datasets with zero setup. Analysts move from SQL to Python to ML in one place and generate data driven insights faster than BI-only workflows.
For banking analytics, consolidate KPI pipelines, credit risk models, AML and KYC checks, and loan origination scorecards in collaborative notebooks that track lineage and approvals.
For insurance analytics, move from static reports to live analyses that quantify loss ratios, claims leakage, and pricing elasticity across segments using AI in insurance responsibly.
In wealth management and portfolio management, unify stock portfolio analysis, factor research, backtests, and reporting so portfolio managers see exposures, drift, and attribution in real time.
For research teams, produce stock portfolio analytics and visualization with interactive charts, technical trading indicators, trading charts, trading patterns, and signals like the golden cross that non-technical colleagues can understand. Executives get shorter time to value, governed collaboration, and deployment in your own environment so sensitive financial and identity data never leaves your control.
Banking analytics
Track deposit growth, NIM, fee income, and capital ratios in real time.
Build credit risk models (PD, LGD, EAD), stress testing, and CCAR workflows.
Detect fraud with loan origination scorecards, pre-approval rules, pricing engines, and orchestration for credit card fraud, synthetic fraud, and AI-based detection.
Insurance analytics
Price P&C and life policies with uplift on quote-to-bind conversion.
Streamline claims triage, leakage detection, SIU fraud, and identity management.
Standardize actuarial reserving (frequency-severity GLMs) and deliver governed dashboards and analytics experiences.
Finance and insurance teams often work with Bloomberg Terminal, Datarade, Kaiko, TradingView, Google Finance, Perplexity Finance, and Dow Jones. These data sources can be accessed via vendor APIs, Python packages, or CSV exports in line with license terms.
Wealth, asset, and treasury
Run stock portfolio analysis with factor tilts, risk parity, and transaction cost modeling.
Research trading indicators and patterns, including golden cross detection.
Monitor liquidity, VaR, stress scenarios, FX hedging, ESG screening, and controversy risk.
Payments and fintech
Model LTV vs. CAC, optimize interchange, and improve rewards strategies.
Reduce merchant risk and chargeback losses.
Strengthen fraud and identity management across the customer lifecycle.
Choose multi tenant, single tenant managed by you or by Deepnote, or on-prem behind your firewall. Start inside your VPC.
Secure, zero-setup browser environments. Explore data, mix Python and SQL, and share results as interactive apps.
Instant integrations with Snowflake, Databricks, Redshift, BigQuery, S3, and Trino. Schema browsing and SQL right next to Python.
Use Deepnote Agent to analyze data end to end, write SQL with schema context, and promote notebooks to production. Integrate ML models and AI agents directly into notebooks when BI falls short.
Real-time comments and diff views. Parameterize notebooks, schedule runs, and reuse outputs across teams.
Effortlessly access live prices, market trends, and key financial metrics for any stock in seconds.
Analyze automated trading signals and backtested results to see how institutional fund flows and calendar effects impact treasury bond ETF performance.
Deepnote connects seamlessly with enterprise grade tools including Snowflake, Databricks, Amazon S3, Google Cloud Storage, BigQuery, Amazon Redshift, Trino, Apache Spark, Fivetran, Airflow, and other major warehouses and databases.
Capability
Deepnote for BFSI
Classic Jupyter
Data connectivity
Native integrations with Snowflake, BigQuery, Redshift, Databricks, and more
Schema browser and secrets vault
Python and SQL together
Drivers per user
Manual secrets
Limited schema discovery
Collaboration
Real‑time multi‑user editing
Comments, shareable projects, and shared program state
Single editor by default
Handoffs via files or Git
AI agent
End‑to‑end AI‑assisted data analysis
Inline AI suggestions for Python and SQL
Text to SQL with your data context
No native AI functionality
No shared AI context of schemas or enterprise metadata
Resource optimization
Billing alerts and machine limits to control spend
Usage observability for platform teams
DIY cluster sizing, auto shutdown scripts, and schedulers.
Limited guardrails by default.
Scheduling and pipelines
Native scheduling, parameters, and environment pinning
Publish dashboards and promote logic to dbt or Airflow for reuse in Snowflake or BigQuery
Not built in. Requires external schedulers and custom scripts.
Enterprise governance
SAML SSO, SCIM, RBAC, audit logs, and workspace policies
Artifact lineage tracking, SOC 2 readiness and GDPR support
Add‑ons or self‑built solutions required
Deployment
Multi tenant, single tenant, or on prem in your own VPC.
Self-host for isolation, possible with DIY Kubernetes but requires significant DevOps overhead
Thom Hopmans, Senior ML Engineer
Ryan Delgado, Director of Engineering
Get a dedicated, single tenant workspace, connect Snowflake or BigQuery, and ship your first governed analysis in days. Invite risk, compliance, and engineering to review live notebooks with full context and manage risk with confidence. Book a demo to scope your deployment and success plan.
