One trusted business language for every financial decision
Single shared governed business context.
Strategy Mosaic enables financial institutions to define governed metrics once, so teams and AI systems can make faster, more consistent decisions across reporting, risk, lending, and operations.
37% lower estimated cost per query
Up to 10x faster data modeling
200+ connected data sources
Build a governed semantic foundation, one decision at a time
Financial institutions do not need to standardize their entire data estate at once. They can begin with one high-value workflow, establish trusted business context, and expand the foundation over time.
Prioritize a high-value decision
Start with a workflow where consistent data can create measurable value, such as branch performance, lending operations, liquidity reporting, portfolio analysis, or claims processing.
Define and govern the business context
Establish approved metrics, relationships, hierarchies, ownership, refresh expectations, permissions, and row-level security so every user and system works from the same trusted definitions.
Reuse the context everywhere
Apply the same governed business logic across dashboards, applications, APIs, reports, data products, and AI agents instead of recreating it in each tool.
Monitor usage and expand
Track access, lineage, anomalies, cost, performance, and adoption, then extend the foundation into adjacent business domains without rebuilding the same definitions and controls.
The result is an AI-ready semantic foundation that gives people, applications, and AI agents trusted context instead of requiring each one to infer meaning from raw data.
One layer. Any LLM, any cloud, any database.
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Resource gallery
What is Strategy Mosaic for financial services?
Strategy Mosaic is a universal semantic layer. It gives banks, lenders, capital-markets firms, asset managers, and insurers a governed way to define and reuse business metrics, relationships, hierarchies, and access policies across data platforms, BI tools, applications, APIs, and AI agents.
How is a semantic layer different from a data warehouse or lakehouse?
A warehouse or lakehouse stores and processes data. Mosaic governs what that data means, how it should be calculated, which relationships are approved, and who is permitted to see each result. It works across your existing storage and cloud platforms rather than asking you to replace them.
Can Mosaic work across multiple clouds, data platforms, and BI tools?
Yes. Mosaic is built to sit above mixed data and analytics environments, so you can reuse governed business logic across major cloud, database, lakehouse, BI, application, and AI ecosystems.
How does Mosaic improve the reliability of AI-generated answers?
Mosaic gives AI agents certified metrics, approved relationships, reusable query logic, and user-aware security context. That reduces how often a model has to infer business meaning directly from raw schemas, a common cause of text-to-SQL hallucinations: SQL that runs successfully but applies the wrong business rule. With governed context in place, you move closer to trusted AI, where the answer follows the approved definition.
Does Strategy require financial institutions to move their data?
No. Mosaic can query data where it resides and operate within approved public-cloud, private-cloud, or customer-managed architectures. Deployment design depends on your data platforms, security requirements, and operating model.
How does Mosaic support governance, auditability, and compliance readiness?
Mosaic centralizes approved definitions, applies role and data-access controls, preserves lineage, validates query behavior, and shows you who accessed what. That supports AI data governance and audit readiness, though it does not replace your legal, compliance, risk, or control processes.
Can an institution start with one financial-services use case?
Yes. Many organizations begin with a high-value domain such as branch performance, lending operations, liquidity reporting, portfolio analytics, or claims processing. The governed foundation can then expand to adjacent workflows without rebuilding the same metrics and policies.
How does Mosaic help reduce vendor lock-in?
Mosaic keeps business logic independent from any single warehouse, BI tool, cloud, or model provider. You can modernize your technology stack while preserving the governed definitions that users and applications rely on.