Atlan for financial services

Automate governance.
Accelerate growth.

Your data strategy holds billions in value, but compliance complexity creates bottlenecks. Atlan automates governance, enforcing policies in real time, securing sensitive data, and ensuring regulatory readiness—so compliance fuels growth, not friction.

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One control plane. Endless possibilities.

The increasing diversity of use cases, tools, and users can lead to chaos for financial institutions trying to responsibly use data and AI to grow their business. Atlan's data control plane uses metadata to create a map of your data estate, automate documentation, enable collaboration across tools, and deliver trusted, governed data.

Ensure compliance with connected, declarative policies

Move faster with automations and AI

Make confident decisions with trusted data products

Adapt to every edge case with a flexible, extensible platform

6 trillion dollars in assets managed!

Collectively Atlan’s financial services customers manage over $6 trillion in assets. Serve more than 80 million households. Process 36+ billion transactions annually.

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Make governance work
for everyone and everything

Bridge the gap between business, risk, and AI teams with automated governance—enabling seamless compliance, data access, and security across financial products, transactions, and regulatory workflows.

Automation & AI

Scale tagging and enrichment with rule-based automations, enrich metadata with AI, and more.

Policy Manager and Transparency Center

Get a real-time view of policy coverage, incidents, and breaches by connecting policies to data.

Approval Workflows

No-code setup for approval workflows, frictionless approvals enabled by notifications.

Open API platform

Ready for every edge case, from connecting to complex, in-house systems to governing AI models

Why industry leaders love us

"The ROI that we're going to see from the efficiency gains, from the end user analyst all the way to the engineer that might be trying to fix some report that they're saying is broken, I think those are the biggest value drivers."

Daniel Dowdy

Director, Big Data Analytics
North American Bancard

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See how teams like yours succeed

Automation

”We were thrilled to get hands-on with Atlan AI. We could immediately see our curation process getting slicker and quicker.”

Karthik Ramani, Global Head of Data Architecture, Dr Martens

Personalization & Collaboration

“It’s been 5 months now since the rollout. User feedback has been super positive. We more than doubled, almost tripled, our user base from our previous data catalog.”

Danrlei Alves, Senior Data Governance Analyst, Porto

Open & Extensible

“We chose Atlan because we wanted a robust API offering, since we have our own in-house ingestion engine that we want to tie into Atlan.”

Michael Weiss, Senior Product Manager, Nasdaq

Configurable & Adaptive

“When we presented it to our users they said, ‘This doesn’t look too complicated.’ And for our team, [Atlan] gave us room to grow and mature as an organization without too many restrictions.”

Nestor Jarquin, Global Data & Analytics Lead, Aliaxis

Personalization & Collaboration

“Atlan is the central layer that brings all metadata from data producers to data consumers. Now, our data consumers easily discover and use the data they need.”

Mark Kidwell, Chief Data Architect of Data Platform Services, Autodesk

Automation

“With Atlan, we were able to plug in our tech stack … in a matter of minutes. Our Data Engineering team were already solving issues in Atlan before Alation was even turned on.”

Anthony Baker, Data Governance Manager, Purple