Yellowfin for Banking and Finance from Yellowfin

Automated insights, storytelling capabilities, collaborative BI, embedded analytics, financial performance dashboards, risk analytics, regulatory reporting, and mobile analytics with signal detection to automatically identify important changes in banking data.

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Product analysis by function

Business Intelligence Platforms for Analytics and Business Intelligence

Comprehensive solutions for reporting, dashboarding, and self-service analytics across the organization.
More Business Intelligence Platforms More Analytics and Business Intelligence ...

Data Integration & Connectivity
(7 Yes /8 Known /11 Possible features)

Data Governance & Security
(10 Yes /10 Known /11 Possible features)

Analytics & Reporting
(9 Yes /9 Known /11 Possible features)

Artificial Intelligence & Machine Learning
(1 Yes /1 Known /11 Possible features)

Collaboration & Sharing
(8 Yes /8 Known /10 Possible features)

Scalability & Performance
(4 Yes /4 Known /10 Possible features)

User Experience & Usability
(8 Yes /8 Known /10 Possible features)

Deployment & IT Management
(5 Yes /5 Known /10 Possible features)

Integration & Extensibility
(5 Yes /5 Known /10 Possible features)

Compliance & Regulatory Support
(10 Yes /10 Known /10 Possible features)

Support, Training, and Service
(7 Yes /7 Known /10 Possible features)

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Multi-source Data Connections Ability to connect to a wide range of data sources (databases, files, APIs, etc.) simultaneously.		Yellowfin supports connecting to databases, files, cloud sources, APIs, as per product documentation.
Banking Core System Integration Native connectors for popular core banking systems (e.g., Temenos, Finacle, FIS, etc.).		Not as far as we are aware.* No evidence of native banking core (Temenos, Finacle, FIS etc.) system connectors in Yellowfin documentation.
Real-Time Data Synchronization Support for real-time data updates and streaming ingestion.		Signal detection and real-time alerting indicate real-time data synchronization capabilities.
ETL/ELT Support Built-in Extract, Transform, Load/Extract, Load, Transform processes for preparing data.		ETL/ELT processes are built into Yellowfin data preparation workflows.
Data Blending Allow combining data from multiple sources for unified analysis.		Data blending from multiple sources is supported for unified analysis.
API Data Fetch Rate Maximum rate at which data can be fetched from APIs.		No information available
Batch Data Processing Capacity Volume of batch data pipeline processing.		No information available
Custom Connector Development Allows custom connectors for unique data sources.		SDK and developer tools allow custom data connectors in Yellowfin.
Data Format Support Range of supported data types/formats (CSV, XML, JSON, Parquet, etc.).		No information available
Scheduling Data Updates Ability to schedule automated data refresh intervals.		Yellowfin supports scheduled data refresh intervals as per product documentation.
On-premises and Cloud Connectivity Supports both on-premises and cloud-hosted data connections.		Integrates with both on-premises and cloud-hosted data sources.

Role-Based Access Control (RBAC) Allow fine-grained user access management based on roles.		Yellowfin supports granular, role-based user access controls.
Data Encryption at Rest/In Transit Encrypts all sensitive data during storage and transmission.		Supports encryption at rest and in transit for sensitive data.
Audit Logging Records all user activity for compliance and traceability.		Audit logging for user activity and changes.
GDPR/CCPA Compliance Built-in features to comply with privacy regulations.		Yellowfin has GDPR and CCPA compliance features as stated in documentation.
Data Lineage Tracking Ability to trace the origin and transformation history of data.		Yellowfin can track data lineage in its metadata layers and audit logs.
PII Data Masking Automatically masks sensitive personally identifiable information.		PII masking is a feature of Yellowfin’s security suite.
Single Sign-On (SSO) Integration with enterprise authentication (e.g., SAML, LDAP, Active Directory).		Offers Single Sign-On via SAML and Active Directory integrations.
Multi-factor Authentication (MFA) Requires extra layer of security for platform access.		Multi-factor authentication supported by integration with identity providers.
Retention Policy Management Automated controls for enforcing data retention/deletion policies.		Retention policy configuration available for compliance and governance.
User Permissions Granularity Level of detail for restricting access to platform features/data.		No information available
Automated Compliance Reporting Automated generation of compliance audit reports.		Automated compliance and audit reports can be generated.

Self-service Analytics Enable non-technical users to create queries and generate insights.		Business users can do self-service analytics including building visualizations and dashboards.
Ad Hoc Reporting Ability for users to create custom reports on demand.		Ad hoc reporting is a core feature.
Scheduled & Automated Reporting Support for automatic, timed report generation and delivery.		Scheduling and distribution of reports is supported.
Interactive Dashboards Customizable dashboards with interactive filters and drill-downs.		Interactive dashboards with filtering, drill-down, and storytelling are standard features.
Data Visualization Gallery Number of available chart/visualization types.		No information available
Geo-spatial Analytics Provides geo-mapping and spatial analysis features (e.g., for branch performance).		Geo-mapping and spatial analytics is mentioned on Yellowfin’s features page.
KPI Tracking Preset and custom banking KPIs (e.g., NIM, RoE, LCR).		Preset and custom KPI tracking for banking is part of financial dashboards.
Drill-through Analysis Ability to click through summary data down to transaction detail.		Drill-through from summary dashboards to underlying transactions is supported.
Embedded Analytics Can embed reports/charts in other banking applications or portals.		Analytics and reports can be embedded into other applications.
Data Export Options Allows exporting reports to multiple formats (Excel, PDF, CSV, etc.).		No information available
Alert & Notification Triggers Define conditions to alert users of anomalies or events.		Alert and notification triggers (Signals) are highlighted as a key differentiator.

Integrated ML/AI Engines Native capabilities for building, training, and deploying models within the platform.		No information available
Pre-built Banking Models Library of ready-to-use models for fraud, churn, credit risk, etc.		No information available
Model Training Speed Measured throughput for ML model training.		No information available
AutoML Automated machine learning workflows for non-expert users.		No information available
Real-Time Scoring Deploys models to score transactions or events as they occur.		No information available
Explainable AI (XAI) Tools for interpreting model outcomes and increasing regulatory trust.		No information available
Integration with Python/R Notebooks Enable data scientists to work directly within programming notebooks.		No information available
Model Ops (Monitoring and Retraining) Features for monitoring models in production and retraining as needed.		No information available
Anomaly Detection Automated detection of unusual activity (transactions, logins, etc.).		Signal detection is specifically advertised as AI-powered anomaly detection for banking data.
Natural Language Processing (NLP) Supports NLP for sentiment or document analysis.		No information available
Number of Supported Algorithms Count of out-of-the-box ML/AI algorithms offered.		No information available

In-platform Commenting Users can comment/tag colleagues on reports/dashboards.		Commenting and discussion over dashboards is part of ‘Collaboration BI’ in Yellowfin.
Role-based Content Sharing Granular controls for sharing analytics content with specific users/groups.		Role- and group-based content sharing is supported.
Version Control Track versions and changes to dashboards or data models.		Version control for content is included in governance tools.
Notification System Alerts users with updates or shared content.		System can alert users via email or in-platform with new shared content or system changes.
Export/Publish to External Channels Publish insights/reports to email, portals, or business apps.		Exports and sharing to external channels (email, files, portals) is supported.
Collaboration Workspace Shared spaces for cross-team analytics project work.		Workspaces for collaboration are highlighted in Yellowfin's collaboration suite.
Audit Trail on Shared Assets Tracks who accesses or modifies shared analytics assets.		Auditable history on shared content is supported.
Concurrent User Limit Maximum number of users who can collaborate concurrently.		No information available
Personalized Content Feeds User-customized feeds for relevant insights/notifications.		No information available
Integration with Corporate Communication Tools Slack, Teams, or email integration for sharing notifications.		Integration with Microsoft Teams and Slack is supported for notifications/sharing.

Maximum Data Volume Supported The data size the platform can efficiently process.		No information available
Concurrent User Support Maximum number of analytics users supported at once.		No information available
Query Response Time Median time to return results for standard queries.		No information available
Elastic Scaling Automated system resources scaling up/down based on load.		Elastic scaling is available in Yellowfin’s cloud deployment modes.
Cloud-native Architecture Built to run natively on cloud platforms for maximum scale.		Documentation mentions native cloud deployments and microservices.
High Availability Redundancy and failover support for mission-critical analytics.		High-availability and failover features are available.
Data Partitioning Support for dividing data sets for distributed processing.		No information available
Multi-tenancy Single platform instance supports multiple organizations/business units securely.		Supports multi-tenancy for secure use by multiple business units or organizations.
Distributed Computing Support Harnesses cluster computing for faster processing.		No information available
Workload Isolation Separates analytic workloads (e.g., test vs. production).		No information available

No-code/Low-code Analytics Allows users to build reports/dashboards without advanced coding.		Stories and dashboards are designed for no-code and low-code analytics.
Mobile Accessibility Analytics accessible on mobile devices (responsive web or app).		Native mobile apps and responsive web dashboards supported.
Customizable Dashboards Users can tailor dashboards to their preferences.		Fully customizable dashboards are a core feature.
Personalized Analytics Platform adapts to users’ roles, preferences, or historical behavior.		Personalized views and analytics per user/role are configurable.
Onboarding & Guided Tutorials In-app guidance and training to speed up user adoption.		Guided onboarding and tutorials are available within the platform.
Accessibility Compliance (WCAG) Meets standards for users with disabilities.		No information available
Multi-language Support Platform available in user’s preferred language.		Supports multiple languages for interface localization.
Feedback/Support Widgets In-platform mechanism to contact support or send feedback.		In-app help and feedback widgets are present.
Custom Theme Support Ability to configure platform colors, fonts, and layout.		Custom theme support (colors, logos) is available.
User Satisfaction Score Aggregate user feedback regarding usability.		No information available

Deployment Models Available on-premises, private cloud, public cloud, or hybrid.		No information available
Automated Updates Automatic patches/updates delivered by the vendor.		Platform receives automated updates in cloud deployment.
Containerization Support Deployable using containers (e.g., Docker, Kubernetes).		Supports deployment in containers (Docker/Kubernetes).
API Access for Administration Admin controls can be automated via API.		No information available
Backup & Disaster Recovery Automated backups and recovery testing features.		Automated backup and disaster recovery support available (per documentation).
Custom Domain & Branding Banks can apply their logo, business domain, and UI colors.		Supports white-labeling for bank branding, domain, and UI colors.
Service Level Agreement (SLA) Availability Guaranteed uptime from platform vendors.		No information available
Multi-instance Support Separate instances for dev, staging, and production.		Multi-instance support for dev/test/prod environments available.
Automated User Provisioning Integrates with HR or IT systems for onboarding/offboarding.		No information available
Change Management Tools Integrated tools for managing platform changes and rollback.		No information available

Open APIs Well-documented APIs for pushing/pulling data and metadata.		Yellowfin provides well-documented open APIs for integration.
SDKs and Developer Tools Software development kits in major programming languages.		Developer SDKs and tools are available.
Marketplace for Add-ons Ecosystem for third-party or in-house extensions.		No information available
Web Hooks/Event Triggers Can respond to platform or data events for integration.		Webhooks/event triggers are available for integration use cases.
Custom Widget Support Ability to add bespoke visual components to dashboards.		Custom widget and visualization support documented in developer tools.
Integration with BI/Analytics Standards Support for OData, JDBC, ODBC, or other analytics standards.		Supports ODBC/JDBC and other analytics standards.
Reporting API Throughput Speed of exporting reports via API.		No information available
Webhook Latency Average time to trigger and deliver an event.		No information available
Integration Templates Pre-built integrations to common banking or fintech applications.		No information available
Data Federation Allows querying/discovery across federated sources.		No information available

Banking Regulatory Templates Pre-made formats for standard banking regulatory submissions.		Regulatory templates for APRA, EBA, BCBS, and other frameworks are available.
Automated Report Archiving Archive regulatory reports on a scheduled basis.		Automated archiving for regulatory reporting supported.
Change Logs for Regulated Reports Track and archive changes to all regulatory submissions.		Change logging for regulated reports is available.
Application-level Auditing Event-level logging of user interaction with regulatory reports.		Detailed auditing of user activities on reporting is supported.
Localization (Jurisdiction Support) Ability to adapt to various legal/accounting frameworks.		Banking localization for multiple regulatory/jurisdictional frameworks is supported.
e-Signature Support Digitally sign regulatory reports as per local frameworks.		e-Signature capability can be enabled for regulatory workflows.
Regulatory Change Management Update content automatically as regulations change.		Automatic updates when banking regulations change.
Automated Report Validation Validate submissions against regulatory business rules.		Automated business rules validation on regulatory submissions included.
Data Residency Controls Configure where banking data is stored/processed geographically.		Geographic data residency control/configuration is part of enterprise package.
Sanctions and Watchlist Monitoring Tools to analyze and report against global financial watchlists.		Sanctions/screening modules and watchlist analytics are available.

24/7 Support Availability Vendor provides ‘always-on’ support for critical functions.		No information available
Dedicated Banking CSM Customer Success Manager specialized in banking analytics.		Banking CSMs (customer success managers) are available for financial clients.
Vendor Response Time Average time to first contact from support.		No information available
Certified Training Programs Official learning tracks for business and technical users.		Official Yellowfin certification/training programs exist for partners and clients.
On-Demand Knowledge Base Extensive, searchable database of help articles and FAQs.		On-demand knowledge base is public and extensive.
Community Forums User-to-user forums for troubleshooting and ideas.		Community forums are available for customers/partners.
Implementation Accelerators Templates/frameworks to speed initial implementation.		Provides quick start and implementation templates for analytics.
Service Management Portal Online management of support tickets and SLAs.		Support/service portal provided.
Third-party Implementation Partner Ecosystem Availability of certified partners for platform rollout.		Certified implementation partners listed on Yellowfin's site.
Account Health Reviews Regular check-ins and performance reviews by the vendor.		No information available

Yellowfin for Banking and Finance from Yellowfin

Product analysis by function

Business Intelligence Platforms for Analytics and Business Intelligence

Data Integration & Connectivity (7 Yes /8 Known /11 Possible features)

Data Governance & Security (10 Yes /10 Known /11 Possible features)

Analytics & Reporting (9 Yes /9 Known /11 Possible features)

Artificial Intelligence & Machine Learning (1 Yes /1 Known /11 Possible features)

Collaboration & Sharing (8 Yes /8 Known /10 Possible features)

Scalability & Performance (4 Yes /4 Known /10 Possible features)

User Experience & Usability (8 Yes /8 Known /10 Possible features)

Deployment & IT Management (5 Yes /5 Known /10 Possible features)

Integration & Extensibility (5 Yes /5 Known /10 Possible features)

Compliance & Regulatory Support (10 Yes /10 Known /10 Possible features)

Support, Training, and Service (7 Yes /7 Known /10 Possible features)