Consolidate your financial data. On your infrastructure. With AI that never sees a transaction.
Connect banking systems, payment processors, CRMs, and compliance tools into a single queryable database — without data leaving your environment.
The challenge
The challenge
Financial services companies operate under strict data sovereignty requirements. GDPR, MiFID II, PSD2, and internal risk policies prohibit routing sensitive financial data through third-party SaaS platforms. Yet the need for consolidated reporting — across core banking, payment processing, CRM, compliance, and risk systems — is more acute than in any other industry.
The current options: expensive enterprise platforms (Informatica, Palantir) that require six-figure contracts and months of implementation, or manual reconciliation processes that consume analyst hours and introduce errors.
How RelayData solves this
How RelayData solves this
Regulatory-grade data sovereignty.
Runs on your servers. Transaction data, customer PII, and account information never leave your network. No external data handling agreements needed for the data flow itself.
Multi-system reconciliation.
Connect your core banking system, payment gateway (Stripe, Adyen), CRM (Salesforce, HubSpot), accounting (QuickBooks, Xero), and compliance tools. Cross-system joins that previously required manual Excel work become automatic.
AI-powered automatic field matching for complex data structures.
Financial systems have notoriously complex data structures. The AI maps fields across systems, handles naming mismatches (one system calls it 'client_id', another calls it 'customer_reference'), and flags ambiguities for human review.
Use cases
Use cases
| Use Case | Systems Connected | Business Impact |
|---|---|---|
| Transaction reconciliation | Core banking + Payment gateway + Accounting | Automated daily reconciliation across systems. Spot discrepancies in minutes, not days. |
| Regulatory reporting | All financial systems + Compliance tools | Consolidated data for MiFID II, PSD2, AML reporting. Always-current data instead of quarterly manual assembly. |
| Customer 360 for financial advisors | CRM + Banking + Investment platforms | Complete client view: accounts, transactions, interactions, risk profile. Cross-sell and retention analytics. |
| Risk and exposure monitoring | Trading systems + Risk models + Market data | Real-time exposure view across portfolios. Data consolidation that supports risk model inputs. |
| Fintech operational analytics | Payment API + User database + Support tools | End-to-end view: signup → first transaction → support interaction → revenue. Cohort analysis across systems. |
Security & Compliance
Compliance Alignment
GDPR
Data stays in your jurisdiction. RelayData is not a data processor for your data flow.
MiFID II
Transaction data consolidation on your infrastructure supports record-keeping obligations without third-party exposure.
PSD2
Payment data integration without routing through external SaaS. API connections to banking systems stay within your network.
Source-available licence
Source-available code. Your compliance team can audit exactly what the software does.
NIS2
Financial services are 'essential entities' under NIS2. Installation on your servers satisfies Article 21 supply chain security requirements — your data integration is software you run, not a third-party service you depend on.
DORA
For firms subject to the Digital Operational Resilience Act, RelayData's architecture reduces ICT third-party concentration risk. No dependency on an external SaaS provider for critical data flows.
How it works
Up and running in under an hour.
Install on your servers
Your IT team runs a simple setup. Four containers start on your infrastructure. Nothing leaves your network.
Connect your systems
Pick your systems from a visual grid. AI organises your data and field relationships automatically.
Query everything in one place
All your data lands in a single queryable database. Connect your reporting tools and reporting apps with one connection string.
Consolidate your financial data without regulatory risk.
Install on your servers. No credit card required.
Get startedNo credit card required. Runs on your servers.