Financial Services

Drive operational excellence in financial services

Create a better customer experience and employee effectiveness with a modern, collaborative data platform.

Industry - Finance hero
Trusted by finance companies across the world
  • Royal Bank of Canada
  • jpmorgan-chase
  • TooGood Financial logo
  • Klarna logo

Replace spreadsheets
 with efficiency and governance

No technical skills needed
Simple as a spreadsheet, powerful as a database.
Assign tasks and stay notified
Manage projects, tasks, and subtasks from beginning to end. Collaborate with stakeholders and stay up-to-date.
Receive data intake easily
Build forms to collect data from clients, teammates, and stakeholders that feed directly into your database.
Establish user management and audit trails
Manage role-based access to your data and track events to comply with data compliance requirements.
Visualize data the way you want
With Kanban, Timeline, Calendar, Forms and Grid views, visualize and manipulate data in multiple ways.
Data security compliance
Meet the toughest security and data compliance requirements. Baserow is GDPR, SOC 2, and HIPAA certified. Deploy on our cloud, or self-host on your own servers.

What our customers tell us

“We use Baserow as the single source of truth for policy and risk incident data. We like the simplicity, flexibility, and security that Baserow provides.”
RBC - David Porter profile picture
David Power
Vice President, Group Risk Management
“Baserow helps us govern controls for our security engineers. We like the user friendliness, API capabilities, and the option to self-host."
Klarna - Niek Nigg profile picture
Niek Nigg
Chief Security & Risk Officer
"Baserow has been great for compliance tracking and marketing campaigns. We wanted an open source platform that we could self-host, and it checks every box we need."
JP Morgan Chase - Miles Maddox profile picture
Miles Maddox
Head of Platform Engineering

Digitize and automate across your business

Ensure compliance
Monitor and manage regulatory compliance, ensuring you're always audit-ready.
Track OKRs
Set organizational goals and track progress at the team and individual level.
Keep policies up to date
Create a single source of truth for policies. Make changes and see them reflected immediately.
Visualize loan information easily
Automate your loan application and approval process by building customer portals directly from your database.
Stay ahead with risk management
Manage risk and remediation plans. So you’re never caught off guard.
Allocate capital effectively
Manage investment portfolio and prospect data. Determine when, where, and how to allocate financial resources.