Financial services
Walk into the boardroom with numbers you can stand behind
Give boards and committees the same traceable number in every audit report, risk report and committee pack, with governed templates and access controls built for a regulated industry.
Trusted by the world's best organizations
Committee and business-unit packs run through one person's hands
Board, committee and management packs pull from several systems and come in dozens of variants. Often one analyst assembles every one of them, every cycle.
Dozens of variants a quarter
Every business unit and committee gets its own pack from the same data.
Stitched from several systems
Figures come from BI, the CRM and spreadsheets, and are pasted in by hand.
One analyst is the pipeline
When the person who knows the pack is out, the pack waits.
Every report you run, built once and refreshed from the source
Committee packs, risk and liquidity reports and client reviews refresh from governed data in approved templates, with access set by the permissions you already have.
Refresh from source before every meeting.
Update exposure and risk views each cycle without a rebuild.
The ALCO pack refreshes liquidity, funding and rate-sensitivity views from treasury data before every committee meeting.
Complaints, screening alerts and other compliance figures go to the board monthly, from one template kept under version control.
Report returns and allocations from governed data.
Send each investor a consistent, on-brand update.
Open findings fell to seven after five payments-controls findings closed in Q3, and the one overdue action is due October 31.
How SoFi does it
“We had a powerful data stack, but the last mile, getting our insights into the decision-maker’s hands, was still a manual process. Rollstack gave us the critical bridge to ensure our world-class analysis and insights made it into the decks where decisions were being made.”
- visualizations updated every month
- 3,300+
- decks updated every month
- 30+
Across financial services
Banks
Board, ALCO, credit risk and impairment packs that have to match the ledger and the risk models.
Fintech and payments
Forecasts, business reviews and board materials shared by finance, treasury and credit risk teams.
Asset and wealth management
Distribution reviews and territory scorecards for the business, and portfolio reviews for clients.
Private equity and venture capital
Quarterly investor reports and portfolio KPI packs, with numbers that tie out across every fund.
Questions
Will it pass our vendor risk review?
Rollstack is SOC 2 Type II audited and GDPR compliant, with SSO, AES-256 encryption and a published sub-processor list. Request the SOC 2 report from our trust center.
Does it respect our row-level permissions?
Access follows the permissions in your BI tool, so a regional lead sees only their region.
Can we show an auditor where a figure came from?
Each chart and figure links back to the dashboard or table it came from, and version control keeps each template's history. Every delivery is on record.
Can each legal entity's reporting stay separate?
Yes. Split one template by entity, and each version draws only on that entity's data. Who can open each version follows your BI permissions.
Connects to the tools you already use
All integrationsBuilt for every team that reports
Finance and FP&A
Turn governed financial data into board packs, committee decks and finance packages that refresh each cycle, with every number traceable to its source.
Rollstack for Finance