Banking – Wealth Management Analytics


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One of the largest banks in the US was struggling with the data warehouse they used to analyze their wealth management business.  They had outsourced maintenance of a reporting solution that was extremely complex and hard to manage, resulting in significant mistakes.  We rebuilt the data infrastructure enable them to:

  • Improve the Extract, Transform and Load (ETL) process
  • Improve wealth management analytics
  • Eradicate the need to outsource maintenance

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Technologies: SQL Server   Industry: Banking/Finance

Our Work Included:

  • Re-engineering the ETL
  • Building a cube for analyzing wealth management accounts


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