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Challenge
Client faced problems with business analysis across multiple custodians (LPL, Fidelity, ORION), couldn't get insightful information from data sources, needed automatic daily data loads and backups
Solution
Created a data lake receiving data from multiple custodians via SFTP and Azure Blob storage, streamlined daily data load processes, built data warehouse for analysis
Results
60%
Data accessibility improved
75%
Analytical accuracy increased
50%
Automation reduced manual effort
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Data Lake Implementation
Financial Services company headquartered in Chicago/Denver
Wealth Management
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