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Wealth Management
Financial Services
Time & Resource Management
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Challenge

Fragmented data silos hindered insight; needed a unified, scalable repository for real-time analytics and AI-ready modelling.

Solution

Created a data lake receiving data from multiple custodians via SFTP and Azure Blob; streamlined daily data-load processes; built a data warehouse for analysis

Results

+60%

Data accessibility

+75%

Analytical accuracy

-50%

Manual effort
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Data Lake Implementation

Financial Services company headquartered in Chicago/Denver

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