AI Reasoning Assistant for Fintech Analysts.

InsightAssist answers questions, proactively monitors metrics, generates hypothesis and helps build faster, smarter insights.

Learns your business context
Eliminates metric confusion
Reduces analysis time by 50%

The Problem

Delay in insight generation negatively impacts business outcomes

Days are lost to understanding data, aligning metrics, and explaining insights. Questions linger and decisions are delayed.

Inconsistent Metrics

Teams use different definitions, turning insights into debates instead of trusted decisions.

Time-Consuming Explanations

Analysts spend hours explaining their methodologies to earn trust from functional heads.

Dashboard Limitations

80% of decisions require additional data beyond what existing dashboards provide.

Slow Request Fulfillment

70% of new insight requests take 2-7 days to complete, causing critical delays.

Risk from Data Delays

Leaders forced to rely on gut feeling or proxy data, significantly raising business risk.

The Cost

The result: slow decisions, repeated questions, inconsistent metrics, and avoidable risk.

What InsightAssist Does

Your AI reasoning engine for business metrics

Not just SQL chat. InsightAssist understands context, business logic, and data relationships, like your best analyst. We go beyond queries to deliver reasoning, explanations, and actionable insights.

How it works

  • Understands metric definitions and business semantics
  • Generates explanations, scenarios, and recommendations
  • Aligns teams with shared reasoning, lineage, and sources
  • Learns from analyst feedback and corrections

Why it matters

  • 2/3rds of time lost on hypotheses, context mapping, and iteration
  • Generate ideas from patterns and link business terms to data
  • Refine insights and explain sources for trust
  • Automates the full reasoning loop

Designed specifically for fintech analysts. We understand what can and should be automated, from metric definitions to decision reasoning.

Why InsightAssist

Built for fintech analytics teams

We understand the challenges analysts face every day. InsightAssist is designed to handle the complexity of fintech data, from credit risk to portfolio performance, with the accuracy and context your team needs.

50%

Target Time Savings

80%

Insight Accuracy

100%

Context-Aware

Unlike generic SQL chat tools, InsightAssist understands fintech metrics, business logic, and the reasoning behind every decision.

Features

Everything analysts need to move from questions to decisions

Conversational Insight Chat

Ask: "Why did approval rates drop last week?" Get instant, sourced, metric-accurate answers.

Metric & KPI Monitoring

Automatically tracks shifts across portfolios, channels, and cohorts. Alerts before small issues become big.

Analyst Feedback Learning

Every correction improves the model's understanding of your business context.

Context-Aware Reasoning

Generates hypotheses, compares cohorts, and produces narrative explanations beyond raw SQL.

Documentation & Lineage

Every insight includes assumptions, lineage, and links to underlying queries and metrics.

Enterprise-Ready

Auditability, RBAC, SSO, and deployment options that fit fintech workflows.

Early Access

Get early access to InsightAssist

We're onboarding a limited number of fintech analytics teams to validate automated decision reasoning and insight workflows.

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Privacy Policy

Last updated: November 12, 2025

Information We Collect

When you use InsightAssist, we collect information that you provide directly to us, such as when you create an account, request early access, or contact us. This may include your name, email address, company name, and role. We also collect usage data to improve our services.

How We Use Your Information

We use the information we collect to provide, maintain, and improve InsightAssist, to communicate with you about your account and our services, and to send you technical notices and support messages. We do not sell your personal information to third parties.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

Your Rights

You have the right to access, update, or delete your personal information at any time. You can also opt-out of certain communications from us. To exercise these rights, please contact us through the early access form.

Contact Us

If you have questions about this Privacy Policy, please contact us through our early access form.