Customer Story How a Financial Technology Provider Modernized Operational Reporting with Sigma What we did Migrated critical operational reports to Sigma before a legacy platform deadline, protecting continuity across banking, reconciliation, balancing, and compliance reporting. Built and modernized 80+ Sigma reports with a focus on standardization, accuracy, and long-term maintainability — while improving the QA…
Customer Story Streamlining Cybersecurity Operations with a Modern Data Infrastructure What we did Industry Technologies About The company — with more than a century of experience — delivers financial services, focusing on retirement planning, investment management, and insurance, to help clients achieve financial stability and secure retirement. Business Goals The company seeks to strengthen client…
Customer Story Data Risk Taxonomy System Curbs Data Incidents & Ensures Regulatory Compliance What we did Industry Technologies About the Company Global financial services company offering a range of services — from investment management to life assurance — for 10+ million customers worldwide. Goal As the company expands its global footprint, it has become more necessary to…
Customer Story Investing in a Data Warehouse Reaps Big Returns for Investment Company What we did Industry Technologies Company Overview Guggenheim Partners is a global investment and advisory financial services firm with more than $240 billion in assets under management. The company has 25 offices around the globe and engages in three primary businesses: investment…
Customer Story National Bank Uses Location Analytics to Determine Appropriate Market Coverage What we did Industry Technologies Company Overview Citibank is the consumer division of financial services multinational Citigroup. Founded in 1812 as City Bank of New York, the company is the world’s largest credit card issuer with 139 million accounts and $375 billion in…
Customer Story National Bank Accelerates Decision Making to Improve Branch Operations What we did Industry Technologies Company Overview Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, mortgage, investment, wealth management, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin….
Customer Story Captive Confidently Faces Major Growth with Data and Analytics Roadmap What we did Industry Technologies Company Overview Captive Resources (CRI) is an independent captive consulting company. They provide companies the ability to become insurance company owners, rather than insurance buyers, through the creation, development, and oversight of member-owned group captive insurance companies. Problem…
Customer Story Asset Management Company Reduces Quarterly Reporting Process from 3 Days to 10 Minutes What we did Industry Technologies Business Problem An asset management company lacked a solution to view important financial metrics, such as raw EBITDA, revenue by issuers and industry, and year-over-year growth. In order to determine these metrics, IT, Operations, Marketing,…
Customer Story Phoenix Offers Premium Mortgage Advisory Services with Cloud-Based Data Analytics Platform What we did Industry Technologies Company Overview Founded in 1997 and based in Denver, CO, PHOENIX is the premier residential mortgage industry advisor with over 250 customers including banks, credit unions, independent mortgage companies, mortgage servicers, investors, and owners of mortgage loans…
Customer Story Analytics Solution Provides FleetCor with Complete View into Overall Fleet Operations What we did Industry Technologies Company Overview FleetCor is a global leader in business payments. Their specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Problem FleetCor has thousands of customers, ranging from…
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