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Data EngineeringFinancial Services
Unified RIA Client Reporting Engine
Engineered a centralized data warehouse and business intelligence platform for a top-tier advisory network.
The Challenge
Advisors manually assembled asset balances from disconnected CRMs, causing monthly client reports to take weeks to produce and increasing manual errors.
Our Solution
We unified CRM pipelines with Snowflake, centralizing client performance analytics and automating end-of-month reporting output.
Delivery Approach
The implementation took exactly 6 weeks. The delivery squad consisted of 1 Lead Analytics Engineer and 1 Financial Data Architect.
"Consolidating our platforms saved weeks of manual labor each month."— Managing Director, Cascade Wealth RIA