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Vertical 03 · Credit unions & financial services

A number that survives the examiner.

Board packets, deposit reports, and lending figures all trace back to systems that disagree. senti answers in plain English from your live warehouse and files the question, the SQL, the sources, and the result as a record you can hand to a reviewer.

Book a demo Start with the assessment
every question, query and result logged · read-only by design
your data stays in your environment · metadata only leaves

1Exam week.

Not the failures you would put in a case study. The ordinary ones, from the week before a review.

Field note · A

“The board packet and the core report disagree on member growth.”

Two systems, two definitions of the same month. Nobody is wrong and nobody can prove it, so the meeting becomes an argument about which extract was pulled when.

Field note · B

“That report comes out of a workbook the last analyst built.”

Named ALM_reporting_v7 (final) (2), maintained by someone who has left. It still runs. Nobody is certain what it does, and nobody wants to be the one to change it.

Field note · C

“Which branches are below target this quarter?”

Asked in a Tuesday meeting, filed as a ticket, position 14 of 22. The quarter closes before it is answered, and the decision it was meant to inform is made without it.

You are about to sign off on a figure you cannot trace. That is the condition we build against.

2The questions finance actually asks.

Plain English, answered against the live schema, with the trace attached.

Deposits

“Which branches are below target this quarter?”

Answered across the core and the ledger at once, using the definition your finance team already uses rather than a new one.

Lending

“Which products moved the portfolio this quarter, and by how much?”

The SQL comes back with the answer, so your analyst reviews a query instead of writing one.

Review prep

“Where did this number come from?”

senti shows which source said what, which definition each figure used, and when it was read. Ask again in six months and the answer still shows its work.

3Governance.

Regulated environments ask harder questions. These are the answers.

Data residency
Your data stays where it lives. Only metadata leaves your environment.
Write access
None. Read-only by design — senti cannot alter a source system.
Access control
Access governed to industry best practices for data security, on every query.
Record
Every question, query, and result logged for review. Working toward SOC 2 Type 2 readiness.
Connects to
Athena · Redshift · PostgreSQL · BigQuery · MySQL · MSSQL

4Bring the figure you would not want questioned.

We will walk it back to the sources with you, on one call, under NDA.

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