Banking & Fintech
Embed banking analytics customers can trust
Add interactive dashboards to your fintech, wealth-tech, or regtech product so account holders, treasury teams, and regulators see the metrics that matter—without exporting another spreadsheet.
4.6/5 on G2 and Capterra
Trusted by product teams worldwide
Product overview
Analytics that lives inside your product, not next to it
Give users insights and answers in a fully native product experience.
Ship banking analytics inside the product your customers already use
Embed dashboards in your fintech product, not a separate BI tool.
Luzmo is built for customer-facing analytics—dashboards your account holders, advisors, and merchants see inside your application. It is not a Power BI or Tableau replacement for your internal data team. Embed multi-tenant charts, KPIs, and self-serve exploration with a few lines of SDK code.
Meet SOC 2, GDPR, and data-residency requirements out of the box.
Row-level security, single sign-on, audit logs, and EU or US data isolation are first-class. Connect to your warehouse without caching sensitive transaction data, and document your security posture with our trust portal—useful for procurement, regulators, and security questionnaires.
Let customers ask their banking data questions in plain language.
Luzmo AI brings conversational analytics into your fintech product. Treasury, risk, and operations users get instant answers grounded in your data model—no SQL, no BI license, and no analyst in the loop.
Customers
What our customers say
Fintech and banking teams shipping analytics with Luzmo.
I love how easy and intuitive the chart and dashboard creation is! We were able to get going in no time and build beautiful, fully interactive charts which rich linking and filtering capabilities out the box.Read case study
Johan Vosloo
CEO at Commspace
Johan Vosloo
CEO at Commspace
Implementing Luzmo
Drag it, code it, or ask AI to build it
Whether your team builds with clicks, code, or agents, Luzmo ships with all three.
No-code builder
Drag, drop, ship. No engineering ticket required.
Full-code control
Style every pixel, swap any behavior, own the experience end to end.
AI agents
Skip the dashboard build. Embed with agents instead.
Use cases
How banking and fintech teams ship analytics with Luzmo
Account-holder dashboards
Give retail and SMB customers spending, cash-flow, and savings dashboards inside your banking app—not a CSV export emailed nightly.
Wealth-tech reporting
Embed portfolio performance, allocation, and benchmark dashboards for advisors and end investors with branded, white-label theming.
Regtech & compliance
Ship audit-ready reports to risk, fraud, and compliance teams—multi-tenant, role-aware, and exportable to PDF on demand.
Banking analytics FAQ
Common questions from fintech, wealth-tech, and regtech product teams.
What is banking analytics software?
Banking analytics software turns transaction, account, and risk data into dashboards and self-serve exploration. Embedded banking analytics—what Luzmo provides—delivers those dashboards inside your fintech, wealth-tech, or regtech product so your customers analyze data without leaving your application. It is distinct from internal BI tools (Power BI, Tableau Desktop, Looker Studio) used by your own analyst team.
Is Luzmo a Power BI or Tableau alternative for banking?
Luzmo is the right choice when you want to embed analytics in YOUR product for YOUR customers—account holders, advisors, treasury teams, partners, regulators. Power BI and Tableau Desktop are designed for internal analyst workflows inside one organization. If your goal is customer-facing dashboards inside a SaaS banking product, Luzmo is purpose-built for that use case.
How does Luzmo handle SOC 2, GDPR, and data residency for banking?
Luzmo is SOC 2 Type II and GDPR compliant, with EU and US data residency options, row-level security, SSO/SAML, and audit logging. Customer data stays in your warehouse—Luzmo queries it on demand without caching sensitive transactions. Full security posture, sub-processor list, and certifications live on the Luzmo trust portal.
Can Luzmo support multi-tenant analytics for fintech platforms?
Yes. Multi-tenant isolation is core to the platform. You define tenants, roles, and parameters in a JWT or SSO claim; Luzmo enforces row-level security at query time so each end customer only sees their own data—even when every tenant shares a single dashboard definition. This is the standard pattern across our fintech and banking customers.
How fast can we ship our first embedded banking dashboard?
Most teams ship a first embedded banking dashboard in days, not months. Connect a warehouse (Snowflake, BigQuery, Redshift, Postgres, or any SQL source), build the dashboard in Luzmo, and embed it with a few lines of SDK code. Features like white-label theming, scheduled exports, and AI-powered Q&A come standard—no separate BI implementation project required.
Ship the future of your data
Let us show you what Luzmo can do for your product.
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