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Building a modern data platform with a leading wealth management solutions provider

AWS Confluent data monetization product platforming snowflake
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Co-developed a modern, plug-and-play data sharing platform with self-serve functionality across the client portfolio.

Implemented an observability platform that allows customers to view and update their data in real time.

Developed and administered end-to-end tagging and masking policies to ensure enterprise-wide compliance and security.

Challenge

The client of this engagement is a provider of data-driven solutions for wealth management enterprises, offering robust and seamless data capabilities and expanding the realm of the possible. Their service portfolio includes risk analysis and management, asset servicing and custody, compliance and regulation, cyber and network security, and business intelligence solutions.

After a merger that combined three existing companies under one brand, the was in need of a comprehensive data strategy that would help them move off of 25-year-old legacy systems, rejuvenate their data transfer methods, implement and enforce data governance across business units, and enhance the firm’s ability to provide clean, timely data to its clients.

Solution

Understanding the client’s need to unify and modernize its data, Hakkoda worked with internal stakeholders to develop a multi-lane, plug-and-play data sharing platform that would allow clients and partners across the enterprise’s portfolio to access data in micro-batches and near real-time.

This platform also included observability capabilities that allowed the client’s customers to see performance metrics and make changes to their data for regulatory compliance. These self-serve data sharing and observability capabilities empower the firm’s entire client portfolio, including high-profile customers, with the ability to update their data and see changes reflected in real time.

To help the client with its end-to-end data governance initiatives, Hakkoda also helped internal teams implement enterprise-wide tagging and masking policies. With standards and procedures in place, the client can operate with confidence that client data is accurate, complete, compliant, and secure, while also allowing them to provide evidence of that fact to vested stakeholders.

The model

Technology used:

Snowflake

AWS (Kinesis/S3)

DBT

Terraform

Confluent

Full time resources:

17 dedicated team members

Project duration:

12+ months

“We needed a partner that wasn't a generalist. We needed a partner that had focused skill sets, focused capabilities, focused delivery in a market. If I had to describe Hakkoda in one word, it is focus.”
- Client Chief Technology Officer

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