J.D. Power Award-winning Investment Advisory

Toptal data engineers boost efficiency for J.D. Power Award-winning investment advisory.

An award-winning investment advisory was hindered by a lack of data infrastructure and enlisted Toptal to design and implement Snowflake-powered data architecture.

Client

A leading US financial services firm with an estimated $200 billion in client assets.

Employees

3,200+

Revenue

$729M

Industry

Financial Services

Delivered Services

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Challenge

De-merging from a parent company can present challenges regarding data. A leading investment advisory could not access its own data due to a lack of internal infrastructure and struggled with unwieldy manual processes for requesting data from its former parent company.

Solution

Instant foundational solutions

Toptal introduced a versatile technical lead with 13 years of experience and a team of highly skilled professionals in a matter of days. The team began by automating the client’s spreadsheet-based data storage to streamline updates while the new data architecture was built.

Best-in-class technology

Over the next two years, the client enlisted additional engineers and architects from Toptal to provide foundational support for their in-house team. They used MuleSoft APIs and Azure data services to create automated, integrated connections for efficient data processing with the newly constructed Snowflake data platform.

Outcome

Efficiency boost

Before implementing the Snowflake-powered data architecture, the client’s request team manually processed up to 20 data requests per week, with many failing due to inaccurate or missing data from the former parent company. The Snowflake platform now enables instant request processing, increasing the team’s efficiency.

Data-driven growth potential

Toptal’s engineers leveraged Snowflake’s scalable cloud data platform to lead technical development across the client’s four data domains. Their expertise in modern data structures enabled the creation of a high-quality, centralized data solution that delivers actionable business intelligence and positions the client for sustained growth.

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I can’t imagine what we would have done without the Toptal team helping us streamline the data architecture and build a strong BI capability to provide a better customer experience.
VP Data & Analytics
J.D. Power Award-winning Investment Advisory

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