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Understanding client sentiment with a wealth management leader

Azure BlackRock Aladdin client stories data modernization DBT
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Designed and implemented a Snowflake-based platform in 4 months while delivering BlackRock test files, validating system integration, and executing hypercare.

Automated 45 daily data extract files using Azure Data Factory and dbt, ensuring encryption and compliance with BlackRock specifications.

Enabled real-time client sentiment analysis to enhance engagement, minimize churn, and optimize responsiveness across investment portfolios.

Challenge

The client is a leading organization in the UK financial and professional services industry. The enterprise needed help transitioning advisors to the BlackRock Aladdin platform, which required pulling and integrating data from multiple sources. To ensure that all data extracts met BlackRock solution requirements, complex data ingestion and processing from various systems would be required.

Beyond the integration, the client also needed to deepen its understanding of client behavior to stay competitive. This meant going beyond static dashboards and historical reporting. Client leadership needed real-time, predictive client sentiment analysis to help advisors proactively engage clients, reduce churn risk, and identify emerging needs across investment portfolios.

Solution

Hakkoda partnered with the client’s internal team to design and implement a Snowflake-based data platform purpose-built for integration with Aladdin. This process included automating and encrypting data extracts to ensure a smooth integration process, enabling the client to leverage the full capabilities of the Aladdin platform within a tight, 4-month timeframe.

The resulting platform included 45 automated, daily data extract files built using Azure Data Factory and dbt, ensuring both encryption and compatibility with Aladdin’s specifications. Beyond integration, Hakkoda worked directly with the CIO, COO, and investment managers to leverage the new platform for advanced analytics. This enabled insights into assets under management (AUM), share of wallet, and vertical-specific growth opportunities.

Using Snowflake and AI-driven models, Hakkoda developed a solution for monitoring client sentiment, recommending next-best actions, and identifying cross-sell opportunities. This solution helped the client push beyond a compliance-driven transformation and turn their data modernization initiative into a strategic growth lever.

The model

Technology used:

Snowflake

Aladdin by BlackRock

DBT

Azure Data Factory

Project duration:

4 months

"We chose Hakkoda because they brought creativity, innovation and excitement to what we considered quite a daunting prospect of bringing together data from multiple parts of our organization into a single warehouse. They went about it in a very collaborative, very engaging way that enabled my team to feel like part of the journey, learning and adapting as they went."
- Client Chief Information Officer

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