Turning Complexity into Clarity for Financial Professionals

Clarista eliminates data fragmentation to deliver personalized, compliant, and actionable intelligence with AI.

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Results You Can Count On.

Fabric

A unified data foundation for the entire firm.

Connect custodians, portfolio systems, documents, & internal data into a single, consistent data layer.

Keep all data under your control to minimize data copies & vendor lock-ins.

GoverNANCE

Built-in trust & control for every dataset.

Ensure data can be trusted, explained, and defended by embedding validations and traceability.

Automate definitions, reconciliations and quality checks with AI.

Intelligence

AI-assisted next best actions and decisions.

Prepare faster with portfolio briefs, market summaries, & real-time answers from governed data & documents.

Leverage personalized AI, trained on each client's 360 view.

Decision-Ready Intelligence Built on Governed Data and AI

Wealth Management

Rapidly integrate custodians and fintech apps, unify client data, and scale personalized advice with AI- generated portfolio & market briefs.

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Insurance

Connect policy, underwriting & claims data to speed submissions, decisions, and cycle time, plus AI podcasts that simplify complex products like VUL.

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Private Markets

Automate deal screening, investor onboarding, reconciliations, and investor notices, reducing manual work across the deal & investor lifecycle.

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Case STudies

How It Works

Unified & Trusted Data
with AI Intelligence

Clarista brings data engineering, governance, and AI together—zero-copy, transparent, and interoperable across your stack.

Data Engineering & Integration

Faster & smarter with One-Fabric:
‍Explore before you build with a zero-copy data fabric across medallion stages. One semantic model serves BI/ML/GenAI. Materialize only when needed to cut cost. Platform neutral: cloud providers, lake-houses, SaaS apps and on-premises sources.

Any-Source, Zero-Copy Data Fabric

Unify data across clouds, on-prem, and SaaS with direct reads (federation). When APIs require, run event or scheduled syncs. Unify cross-source data in minutes; materialize selectively for performance.

AI-Assisted ETL/ELT Orchestration

Configure data work-flows with drag & drop transformers to deliver cloud lake-houses (Snowflake, Databricks etc.). Accelerate complex transformations with AI Copilot . Optimize medallion steps and reduce materialization. Version control every work-flow.

Event- or Schedule-Driven CDC

Celery watchers detect changes from databases, APIs, and files; capture inserts, updates, deletes. Ordered retries and lineage tracking, health dashboards, and alerts keep pipelines trustworthy.

Document Intelligence Pipeline

Ingest PDFs, statements, and contracts; extract tables and fields. Auto-classify, mask PII, link to mastered entities, publish governed Smart Tables for document comparison, and automate RAG pipelines for AI.

Data Governance &
Management

Turn governance into value:
AI automates classification,
data quality, and policies to activate
a business-ready catalog and
semantic views  raising trust,
accelerating access, and proving
compliance without heavy manual
effort.

Business-Ready Catalog & Semantic Views

AI Copilot assisted unified catalog and glossary enable governed, business-ready semantic views; link terms to technical columns and metrics; explore instantly across sources without extra engineering.

Data Quality SLAs & Observability

Auto-profiling and GenAI-authored rules at business/technical levels; scheduled checks, notifications, role-based dashboards; enforce SLAs with trend tracking

Classification, Protection & Access Controls

GenAI-driven classification, tagging, masking; RBAC/ABAC with row/column filters and time windows; audit-ready enforcement across engines to satisfy CISO and compliance requirements.

Data Mastering (Golden Records)

Link records by common IDs and ML text matching; apply survivorship rules and confidence; steward review; publish mastered entities downstream for analytics and operations.

Data Analytics & AI

AI beyond prompts:
Clarista’s context engine
learns from semantics and user
feedback to enable fast,
interoperable, transparent analytics
across sources, at every stage—
powering BI/ML/GenAI with traceable
outputs and continuous
improvement.

One-Click Briefs & Podcasts

Generate executive or client briefings from governed slices: charts, narratives, configurable sections by source. Export as PDF/Word. Create audio summaries—presentation, debate, or updates—in your voice.

Natural-Language Q&A with Traceability

Ask in plain English across data and documents. Clarista translates to SQL/RAG, cites sources, learns from feedback, and logs every step for reproducible, audit-friendly answers.

Document Intelligence

Extract entities, terms, and tables from PDFs and contracts. Compare by topics (entities, dates, custom tags), link to mastered records, and publish governed tables for analysis and downstream workflows.

Forecasts & What-Ifs on Governed Data

Run classical, ML, and NLP models with automated ModelOps. Integrate model metrics into golden views, explain drivers, and simulate scenarios to support decisions and proactive planning.

360 Dashboards—Clarista or Your BI

Zero-copy joins across on-prem, cloud, and SaaS with drill-throughs and alerts. Use Clarista dashboards or power Power BI/Tableau with consistent semantics, governed data and enforced access policies.

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Built for the Modern Business

Whether you're outgrowing basic BI tools or seeking enterprise capabilities without the complexity, our platform delivers the perfect balance of power, simplicity and affordability.

Clarista’s flexibility, efficient implementation, and cost-effective working model made it the ideal partner for our data needs. Their approach has been a game-changer in how we access, manage and consume data across our systems.

Jeff Gerson

Managing Director, CIO

Leerink Partners

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