Home
    // For fintech

    Let your team use AI on real customer data, safely

    Rig gives every person and every AI agent its own permissions on your warehouse, hides the fields they should not see, and logs every question asked. Fraud and disputes get their case context in minutes instead of an hour, and nobody has to hand out database credentials to make it happen.

    // Cleo, consumer fintech, Series C
    16 weeks
    from a fraud-team pilot to org-wide
    37 to 204
    seats over three months
    4,000
    tables in the governed context layer

    // In plain terms

    Rig is AI-native data infrastructure. Think Stripe or Vercel, but for data.

    We connect all your sources, build a brain that sits on top of them, and let your team and your AI tools reach that data safely. For a fintech that means fraud, disputes, ops and finance can each ask the warehouse a question directly, see only the fields their role allows, and leave an audit trail behind every one.

    // What you'd build

    What a fintech builds first

    These are projects, not features. Fintechs were already careful about who could reach customer data; what changed is that the people who cannot get access now have Claude and ChatGPT open in another tab, and the path of least resistance is to paste data into one of them.

    Dispute and chargeback evidence packs

    Every case assembled in one pass: the transaction and its history, the customer's prior disputes, the support contacts around it, and the device and session context. This is the job that took Cleo's analysts 30 to 60 minutes per case before anyone could decide anything.

    Your warehouse · Stripe · Zendesk · Intercom

    KYC and onboarding review queue

    Verification outcomes ordered by risk rather than by arrival, so analysts spend the day on the cases that need judgment instead of clearing the ones that never did.

    Sumsub · Your warehouse

    Approval-rate diagnostics

    Why approvals moved last week, cut by segment, cohort and channel, against the rule and model changes that shipped in the same window. The question every payments and lending team asks and few can answer the same day.

    Your warehouse

    Repayment risk and limit alerts

    Cohorts drifting off plan before they reach collections, and limit changes surfaced as alerts rather than found in a monthly review. Two of the things Cleo's finance and disputes teams built.

    Your warehouse · Stripe

    Fraud rule performance and false positives

    How each rule actually performs: what it catches, what it costs in good customers declined, and which rules have quietly stopped earning their place.

    Your warehouse

    Support quality and escalation patterns

    Every conversation reviewed rather than a 2% sample, with escalation patterns and weekly summaries surfaced automatically. Cleo runs conversation-quality reviews and escalation tracking this way.

    Zendesk · Intercom · Front

    Channel and campaign performance

    Spend against the accounts it actually acquired and what those accounts went on to be worth, rather than against platform-reported conversions. Cleo built top-performing ad detection and channel reviews on this.

    Meta Ads · Google Ads · Your warehouse

    Per-agent access and audit

    Each person and each AI agent scoped to its own role, queries running in a sandbox rather than against the raw database, PII masked by policy, and a full log of who asked what. The part that makes the rest of this list allowable.

    Rig MCP · Claude · ChatGPT · Cursor

    // In production

    "Every team has a Rig agent now. Ops, support, fraud, marketing. We stopped being the bottleneck."

    Cleo, consumer fintech, Series C

    Partner
    CleoConsumer fintech · Series C · 4,000-table warehouse
    Challenge
    Fraud and dispute analysts were spending 30 to 60 minutes per case assembling context before a decision could be made. The warehouse held four thousand tables and no documentation anyone trusted, and three analysts spent their week answering other teams' questions rather than doing their own work.
    Solution
    Rig built a self-healing context layer over the whole warehouse, then rolled out by function rather than by mandate, starting with the fraud team where the pain was sharpest. Finance and disputes followed, then marketing, operations, GTM and customer support, each building their own workflows on the same governed layer.
    • 16 weeks from a fraud-team pilot to org-wide
    • Seats went from 37 to 204 over three months
    • Five functions actively building, from three analysts automating data documentation to roughly 200 business users automating data-heavy work
    • Loan limit alerts, repayment risk warnings, dispute backlog triage, campaign tracking, OKR progress and conversation-quality reviews all running on the same layer

    What we are not going to claim

    Two things are worth saying plainly, because you will find them out in procurement anyway and we would rather it came from us.

    There is no fintech connector suite. We connect the commercial stack you run around the product, plus Sumsub for KYC, but there is no core banking, ledger, card issuing or lending connector in the catalogue. Rig's place in a fintech is on top of the warehouse your product data already lands in, which is how Cleo runs it.

    And on compliance: SOC 2 Type II is in progress rather than held, and we do not hold ISO 27001. PII masking is applied by policy rather than on by default, so classifying columns and setting those policies is a real part of onboarding. The mechanisms are there, the certification is not yet, and your risk team should hear that before they see a demo.

    // Proof

    Cleo runs on Rig, and so do these

    Cleo is the fintech, running Rig across five functions on its own warehouse. It is the only one so far, which is why the rest of the wall is labelled with what those companies actually do rather than left to imply otherwise.

    CleoConsumer fintechSuriSustainable oral care
    Hunter & GatherFood and supplements
    BirdieHomecare softwareNovakidOnline education
    deskbirdWorkplace management
    Vita MojoHospitality tech
    Frontline EducationK-12 school software

    Common questions

    Almost certainly not, and we would rather say so. The catalogue covers the commercial stack a fintech runs (Stripe, CRM, support, ads, finance tools) plus Sumsub for KYC, but there is no core banking, card issuing or lending connector. That is not usually the blocker, because your product data already lands in your own warehouse. Rig sits on top of that warehouse, which is exactly how Cleo runs.

    SOC 2 Type II is in progress, not held, and we do not hold ISO 27001 or a financial services accreditation. Data can stay in your own warehouse so it never moves to us, or you can use EU-based Rig hosting. The security page carries the current status, and we are happy to walk your risk team through it on a call rather than have you take a badge on a landing page at face value.

    Access is role based per person and per agent, queries run in a sandbox rather than against the raw database, PII columns can be classified and masked by policy, and every query is logged for audit. Worth knowing before you scope a rollout: masking is applied by policy rather than on by default, so classifying your PII columns and setting those policies is part of onboarding, not something that happens automatically.

    At Cleo, a consumer fintech at Series C, fraud and dispute analysts had been spending 30 to 60 minutes assembling context per case before they could decide anything. Rig built a self-healing context layer over a 4,000-table warehouse, and the rollout went from a fraud-team pilot to org-wide in 16 weeks, with seats going from 37 to 204 and five functions building on it.

    No, it removes them from the request queue. Cleo's own framing was going from three analysts automating data documentation to roughly 200 business users automating data-heavy work. The data team still owns the definitions and the access policy, which is the part that actually needs judgment.

    That is close to Cleo's exact number, and Novakid runs 5,000+. The context layer is generated from the warehouse rather than hand-written, and it re-derives as the schema drifts, which is the only reason a warehouse that size stays documented at all.

    Give the tools your team already uses a governed door

    Bring your warehouse and your access rules. We'll show you what the context layer builds over them.