Optimizing Data Costs, Elevating Insights for Leading Financial Firm in US
Overview.
A prominent US-based financial services firm faced escalating costs associated with storing legacy data within its Salesforce CRM system. The company sought a solution to reduce expenses while preserving data integrity and enabling valuable insights
Soaring infrastructure costs due to Salesforce data storage
Difficulty in leveraging legacy data for analytics and insights
Need to optimize resource allocation for future growth
Solution.
To address these challenges, the bank partnered with Coforge to implement a data migration and optimization strategy. The solution involved:
Data Migration: Coforge engineered a robust data migration pipeline using Azure, Azure Data Factory (ADF), and Salesforce REST APIs, seamlessly transferring legacy data from Salesforce to Azure SQL.
Cost Optimization: By migrating historical data to a more cost-effective storage solution, client achieved a remarkable reduction in infrastructure expenses, liberating resources for strategic investments.
Reporting and Analytics: Leveraging Tableau's powerful reporting capabilities, Coforge developed comprehensive analytical solutions, enabling in-depth analysis and actionable insights from the migrated legacy data.
