Decision-ready Outcomes from Complex Ever-changing Data
Your business runs in real time. Your data stack still runs in batches. Clarista closes the gap with real-time governed intelligence
Clarista is an AI-native analytics platform for financial services teams, including wealth, private markets, insurance, and banking. We integrate efficiently with your existing systems, keep data governed and auditable, and help teams move from questions to outcomes fast, without layers of complexity.
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Why outcomes stall
Enterprise data has never been more valuable, or more fragmented.
Teams invest in cloud platforms, modern pipelines, and best-of-breed tools, yet the business still waits for answers. Technical teams get buried in one-off requests. Business users work around gaps with spreadsheets and manual processes. Traditional BI and custom apps were not designed for today’s pace, nor for governed AI at scale.
Our belief
Every employee should be able to explore trusted enterprise data as easily as asking a question, and every answer should be secure, explainable, and defensible. That means:
Frictionless Data Access
Fast, unified access without disruption
Intelligence Where Work Happens
AI embedded directly into daily workflows
Governance by Design
Enforced by default, not added later
Value in Weeks, Not Quarters
Rapid time-to-impact from day one
How Clarista delivers outcomes
Clarista brings together three capabilities that must work as one. When they are disconnected, “smart” solutions break at scale. When they are integrated, teams move faster with confidence.
Foundation
A unified data foundation for the entire firm.
Connect to your existing systems without unnecessary duplication. Clarista unifies data across platforms, keeps it fresh, and reduces integration overhead so teams can start delivering value quickly.
Governance
Built-in trust & control for every dataset
Turn access and quality controls into a business advantage. Clarista applies policy-driven governance, auditability, and controls so data and AI outputs remain trusted, compliant, and ready for enterprise scrutiny.
Intelligence
AI-assisted next best actions and decisions
Put AI where work happens. Clarista delivers real-time Q&A, insights, and workflow automation that learns your business context and improves over time, so teams get better answers with less effort.
Delivery models that fit your team
Different teams need different levels of support. Clarista flexes with you, from lightweight enablement to hands-on delivery:cial data usable without compromising security or compliance.
Self-serve adoption for fast starts
Co-architecture with your team for the right design from day one
Managed delivery for end-to-end execution and measurable outcomes
About Clarista
Clarista focuses on Wealth, Private Markets, and Insurance because these are trust-based businesses, responsible for protecting and growing the financial security of individuals and families.
We help the teams who carry that responsibility make sound decisions and provide trusted, personalized advice, with clarity, speed, and accountability.
Achieving this requires more than technology. It requires a deep understanding of business domain, processes, and data realities. Our team blends financial services expertise with AI and engineering excellence to help clients deliver outcomes quickly, efficiently, and responsibly.
Unblock Knowledge.
Achieving this requires more than technology. It requires a deep understanding of business domain, processes, and data realities. Our team blends financial services expertise with AI and engineering excellence to help clients deliver outcomes quickly, efficiently, and responsibly.
Unblock Knowledge.
Founder
Suvrat Bansal, Founder and CEO, has led the build-out of data management, cloud, and AI analytics capabilities for global financial institutions, both as a technology leader and as a Chief Data and Analytics Officer.
He brings a practical, outcomes-first approach focused on measurable business value, delivered with efficiency and accountability.
This mission is personal for him, as someone who’s built a life through hard work while balancing family and career, he knows how much people depend on financial professionals to act in their best interest with honest, proactive, cost-effective guidance and solutions.
This mission is personal for him, as someone who’s built a life through hard work while balancing family and career, he knows how much people depend on financial professionals to act in their best interest with honest, proactive, cost-effective guidance and solutions.
Security and Trust come Standard.
Clarista is designed to keep your data in your environment - protected, governed, and auditable, while enabling fast results across your most important business workflows.