Cloud Data Lake Powers Self-serve Analytics for a Wealth Management Firm This is our story of transforming the data infrastructure of a leading investment advisory firm to increase operational agility, cost efficiency and reporting performance. As we know... The wealth management sector has grown rapidly over the last few years, driven by a spate of mergers and acquisitions. However, this has also resulted in companies grappling with legacy technologies and operational challenges as they endeavor to harmonize disparate systems. At the same time, mounting regulatory pressures have underscored the need for firms to transform their digital capabilities. The challenge for a leading wealth management firm was... Multiple legacy systems and data silos, which meant that the company

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