Banking & Financial Services

Scaling a Tier-1 Financial Data Platform Team

Learn how we supplied critical cloud and data engineering expertise within two weeks, accelerating client roadmap delivery by six months.

Technologies:

Strategy (formerly MicroStrategy), Power BI, SQL, Data Integration, ETL, Data Governance

Scope:

Regulatory reporting, Single Source of Truth, automated data mapping, Data Platform Staff Augmentation

Challenge

A leading financial services organization managed vast volumes of transactional data while operating under strict regulatory and audit requirements. At the same time, growing business demand placed increasing pressure on the internal Data Platform team, creating resource constraints that slowed the delivery of critical reporting and data initiatives.

The organization required not only technology improvements, but also experienced specialists who could quickly integrate with existing teams and accelerate the development of its data platform.

Key challenges included:

Large-scale transactional data environment: Processing and governing rapidly growing volumes of financial data required highly efficient and reliable reporting processes.
Regulatory compliance: Financial reporting had to meet stringent regulatory requirements while ensuring complete auditability, data quality, and governance.
Fragmented reporting landscape: Multiple reporting sources and inconsistent metrics made it difficult to establish a trusted, organization-wide view of business performance.
Limited internal capacity: The existing Data Platform team lacked sufficient specialist resources to deliver strategic initiatives at the required pace.

Solution

We combined expert Staff Augmentation with targeted improvements to the client’s reporting and data platform, enabling immediate delivery capacity while strengthening the long-term architecture.

Our senior consultants became an extension of the client’s Data Platform team, contributing both hands-on implementation expertise and architectural guidance throughout the engagement.

Key solution pillars:

Rapid team augmentation: Experienced Data Platform specialists quickly integrated into the client’s delivery teams, accelerating ongoing initiatives without lengthy recruitment cycles.
Modern financial reporting: Designed and implemented high-performance dashboards in Strategy (formerly MicroStrategy) and Power BI to support both operational and regulatory reporting.
Trusted enterprise data foundation: Consolidated business data into a Single Source of Truth, ensuring consistent KPIs and reliable reporting across the organization.
Automated data validation and governance: Introduced automated data quality controls, validation processes, and governance mechanisms to strengthen regulatory compliance and audit readiness.
Data mapping automation: Automated more than 500 complex data mapping structures, dramatically reducing manual effort while improving consistency and maintainability.

Results

The migration to Snowflake enabled the bank to achieve all of its strategic transformation objectives.

Key business outcomes:

Reporting cycles reduced from days to minutes through extensive automation of reporting and data processing workflows.
A true Single Source of Truth providing consistent, trusted data for executives, operational teams, and regulatory reporting.
Full regulatory compliance and auditability supported by automated validation, governance, and data quality controls.
Significant reduction in manual effort through the automation of more than 500 complex data mappings, allowing specialists to focus on higher-value initiatives.
Accelerated platform development by rapidly expanding the client’s Data Platform team with experienced consultants who delivered value from day one.