Case Studies
Real results from real clients. See how we help financial services firms transform their data infrastructure.
$15B Multi-Strategy Hedge Fund: Real-Time Portfolio Analytics
Replacing manual Excel-based processes with an automated cloud data platform that delivers real-time portfolio insights and investor reporting.
Challenge
Portfolio managers spent 20+ hours weekly on manual data aggregation from multiple prime brokers and administrators. Investor reports took days to produce.
Solution
Built a Snowflake-based data warehouse with automated ETL from all data sources, real-time dashboards, and one-click investor reporting.
Results
95% reduction in manual reporting time. Real-time P&L updates. Investor reports generated in minutes instead of days.
Key Outcomes
$8B Private Equity Firm: Portfolio Company Monitoring Platform
Unified analytics platform providing real-time visibility across 25+ portfolio companies with automated LP reporting.
Challenge
Manual collection and consolidation of financial data from portfolio companies. Quarterly LP reports required weeks of analyst time.
Solution
Implemented Power BI-based platform with automated data feeds from all portfolio companies and standardized KPI tracking.
Results
80% reduction in reporting time. Real-time portfolio health monitoring. Standardized metrics across all investments.
Key Outcomes
Alternative Asset Manager: ML-Powered Risk Analytics
Implementing machine learning models for predictive risk analytics and anomaly detection across a diverse portfolio.
Challenge
Traditional risk models failed to capture complex relationships in alternative investments. Manual review processes were slow and error-prone.
Solution
Built custom ML models on Databricks for risk forecasting and anomaly detection, with automated alerting and investigation workflows.
Results
40% improvement in risk prediction accuracy. Early detection of portfolio issues saving millions in potential losses.
Key Outcomes
Ready to Transform Your Data Infrastructure?
These are just a few examples of how we help financial services firms modernize their data platforms. Every engagement is tailored to your specific challenges and goals.
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