Success Story

Unified Fragmented Data on an AI-Accelerated Data Lake for a Wealth Technology Company

About the Client

A wealth technology company

Challenges

Client data lived across a patchwork of legacy systems that had never been designed to work together, and the resulting silos were slowing collaboration, decision-making, and the customer-onboarding process itself.

  • Data fragmented across legacy systems, with no unified or governed platform
  • Silos slowing collaboration and decision-making across teams
  • Customer onboarding constrained by disconnected data sources rather than by market demand

Solutions

Innover consolidated the client's data landscape onto a single governed platform, using AI throughout the build to compress delivery time and bring real-time visibility online faster.

1. Unified Data Lake on Microsoft Fabric: consolidated legacy and modern systems into one governed platform

2. AI-accelerated build: AI used through ingestion design and pipeline scaffolding

3. Real-time visibility delivered across the platform, enabling faster decisions and shorter onboarding

4. AI tools used throughout: Claude, Microsoft Fabric, Azure Data Factory, and OpenLineage

Impact Delivered

30%

Faster reporting via real-time data access

25%

Lower operating costs, with legacy systems retired

70%

Gain in customer-onboarding efficiency