Rise Analytics Launches Finn: An AI Agent That Turns Financial Institution Data into Instant Answers

Paolo Teotino

​Rise Analytics, a wholly owned subsidiary of Trellance, today announced the launch of Finn, an AI-powered analytics agent designed to transform how credit unions and other financial institutions interact with their data.

Finn introduces a new way to access analytics: instead of navigating dashboards, building reports or writing complex queries, users can simply ask questions in natural language and receive immediate, data-driven insights. Integrated directly with the Rise Analytics Data Platform, Finn connects to an institution’s trusted data environment, including the Rise Data Lakehouse and Predictive Analytics models, to deliver real-time insights, visualizations and contextual recommendations.

By combining large language model technology with Rise Analytics’ secure analytics infrastructure, Finn helps financial institutions dramatically reduce the time between accessing data and taking action.

With Finn, users can:

• Ask questions about institutional performance and receive instant data-backed answers
• Identify trends and patterns across member activity, lending performance and portfolio metrics
• Access insights from predictive models and benchmarking datasets with contextual recommendations
• Automatically generate dashboards, charts, graphs and downloadable datasets to support reporting, decision-making and marketing campaign execution

Finn can quickly surface insights related to member behavior, portfolio performance, charge-off trends, benchmarking data and other key operational metrics, making advanced analytics accessible to both technical and non-technical users across the organization.

“Financial institutions sit on an incredible amount of data, but accessing insights quickly has traditionally required navigating dashboards or running complex queries,” said Paolo Teotino, Executive Director of Rise Analytics. “Finn changes that. It creates a direct conversation between users and their data. Instead of searching for answers, leaders can simply ask the question and immediately receive clear, actionable insights and contextual recommendations.”

Finn is now available as an add-on capability for Rise Analytics clients and can be activated with a simple configuration toggle. Organizations can begin using the AI agent almost immediately after enabling the service while maintaining the security and confidentiality of their data within the highly trusted Rise Analytics managed cloud platform.

Learn more about Finn and how it can help your financial institution unlock the full power of its data at RiseAnalytics.com. 

---