DolfinIntelligence
Governed AI for financial services
See clearly. Decide confidently.
Bring the information that matters into focus and give every team the confidence to act.
DolfinIntelligence
Governed AI for financial services
Make today’s decisions with today’s data.
Give decision-makers timely access to the intelligence they need—without waiting for another report.
DolfinIntelligence
Governed AI for financial services
Your data team, amplified.
Reduce repetitive requests and give your experts more time to govern, build and create value.
DolfinIntelligence
Governed AI for financial services
Connect what matters. See the bigger picture.
Reveal meaningful relationships across disconnected systems and information.
DolfinIntelligence
Governed AI for financial services
Anticipate needs. Act sooner.
Identify changing customer needs, emerging risks and new opportunities before they are missed.
What is Dolfin?
Intelligence without rigid boundaries
Move beyond predefined reports and fixed views
Auditable, Tracable & Permission Based
Dolfin provides governed, role-based access with traceable activity and auditable outputs .
PII Data
PII and sensitive information remain protected within your organization’s controlled environment
Security & Data Protection
Secure infrastructure. Controlled access.
Data is stored on SOC 2 infrastructure covered by SOC 2 Type II reports. Permission-based access ensures users can access only the data and capabilities authorized for their roles.
For more information, contact our data compliance team. Click here.
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Who it is for
Intelligence for every team
Dolfin gives each team a clearer view of what matters to them—while governance, security and organizational control remain at the foundation.
CEO A clearer view of your financial organization.
Bring customers, performance and operations into sharper focus so leadership can align teams and move forward with greater confidence.
CFO Turn financial intelligence into measurable value.
Gain a clearer view across cash flow, balances, reconciliation, credit exposure and performance—helping finance leaders recognize change and focus attention where it matters most.
Data Team Your data team, amplified.
Give data professionals greater freedom to explore, test and build while retaining control over data, permissions and outputs.
Department Managers Turn intelligence into focused action.
Help managers understand priorities, direct their teams and make informed decisions using timely intelligence relevant to their responsibilities.
Collections Focus resources where they can have the greatest impact.
Give collections leaders a clearer view of changing account conditions and emerging priorities so teams can act with greater focus and consistency.
Customer Service Anticipate needs and deliver more relevant support.
Help teams recognize important changes sooner, understand customer situations more clearly and respond with timely, appropriate support.
Compliance Governance and compliance built into every decision.
Strengthen oversight by helping compliance teams recognize exceptions and review activity against internal policies and applicable requirements.
Marketing & Customer Experience Turn customer understanding into stronger relationships.
Recognize changing needs, improve the relevance of communication and uncover opportunities to strengthen satisfaction, retention and long-term value.
About Dolfin
Financial experience. Responsible intelligence.
Dolfin Intelligence brings together experience in banking, lending and data to create intelligence designed around the realities of financial services.
Our team’s background spans banking operations, customer service, dataset development, alternative-data products and subprime credit-risk scoring. That experience shapes how Dolfin approaches information, decisions and the responsibility that comes with handling sensitive financial data.
Learn more about usBuilt from financial experience
Dolfin is shaped by people who understand how financial organizations operate, how lending decisions are made and how customer information can support better service, stronger portfolios and more confident decisions.
Data protection understood
We understand the responsibility of working with PII and sensitive financial information. Dolfin is designed to support each customer’s policies and applicable privacy, security and record-protection obligations.
These may include GDPR, the Gramm-Leach-Bliley Act, the FTC Safeguards Rule, NCUA Part 748 and applicable state privacy laws such as the CCPA/CPRA.Governed by design
Access and changes are permission-based, while activity and approved changes are logged and accounted for. Teams work from the same governed foundation, helping keep analytics, decisions and strategies aligned across the organization.
Accountable intelligence
Logged. Permissioned. Validated.
Dolfin’s analytics operate within approved data access, role permissions and organizational rules. Questions and outputs pass through governance and validation guardrails so results remain traceable, reviewable and connected to the information used to produce them.
Role-based access
Logged activity
Traceable outputs
Validation guardrails
Customer-aligned governance
References to laws and regulatory frameworks describe areas Dolfin is designed to support and do not constitute legal advice, certification or a guarantee of compliance. Applicable requirements depend on each organization, jurisdiction and implementation.
Legal
Analytics.
Not decisioning.
Dolfin is a governed analytics platform that enables authorized users to explore data, examine relationships and identify patterns, changes and signals.
Dolfin does not make or recommend credit, lending, eligibility, pricing, compliance or other business decisions. It does not approve or decline customers and does not provide financial, legal or regulatory advice.
Analytical outputs may be incomplete or inaccurate and must be independently reviewed and validated by the organization. Each organization remains solely responsible for interpreting its data and for every action or decision taken using that information.