Agentic Lakehouse for Financial Services and Insurance

This white paper discusses the Agentic Lakehouse designed specifically for financial services and insurance (FSI) institutions. It outlines the challenges faced by these institutions in deploying agentic AI, including fragmented data estates and high infrastructure costs. The paper presents Dremio's solution, which enables real-time data access without the need for ETL processes, thereby reducing costs and improving performance. It details the architecture of the Agentic Lakehouse, emphasizing its capabilities such as a governed AI semantic layer and autonomous reflections for optimized query performance. The document also highlights critical use cases, including real-time fraud detection, regulatory reporting, and customer onboarding, showcasing how Dremio's platform can lead to significant operational efficiencies and cost savings. Additionally, it addresses compliance with various regulations and the importance of a purpose-built data platform for the agentic era. The paper concludes with a discussion on the open standard advantages of Dremio's technology.