An Analytics Platform for a Financial Planning Company

A financial planning company that helps people manage and navigate finances needed to modernize and streamline their entire analytics program. The organization’s mission is to educate and empower individuals to manage their money to achieve specific goals, and they have a number of tools and apps that help users track their spending and financial goals.

An End-to-End Analytics Platform

Prior to working with Keyrus, the organization had several databases with different types of information, making it difficult to locate specific data, understand sources, and monitor quality. The project also required a heavy degree of enterprise security from a tech perspective. Because the company handles sensitive personal data (referred to as PII) for its customers, their data must be protected and encrypted in certain ways to protect these customers.

Choosing the Best Technology

Our team integrated with the organization’s data engineering team and set out to build a new end-to-end analytics platform. The project began with an architecture design phase in which we mapped out technology options and tools with special emphasis on which modeling technique to use for the data warehouse. Our team implemented a data vault instead of the traditional warehouse and created proof of concepts (POCs) for each tool or technology. We then compiled a list of requirements with weighted priorities for each to determine which technology was best.

Building a Data Vault

The next project phase involved a longer POC in which we implemented all of the selected tools. We collected data from three sources into the data vault to assess the performance of the chosen tools. After positive results, we moved forward with the POC and began integrating more data sources for the longest phase of the project.

Our team implemented Tableau, Enterprise DB, and Snap Logic. The company uses AWS as its cloud platform, and also has Splunk, Alation, and Spark Stream deployed in their organization.

The end result is a robust system that integrates all data sources for fast and easy access.