Wealth Management Giant Slashes Costs by 40% with Coforge's Cloud-Powered Reporting Revolution .

Challenges.

• Migrate from legacy reporting system to a cloud-based solution 

• Deliver timely, visually compelling, and interactive reports 

• Enable near real-time dashboards and self-service reporting 

• Implement AI/ML-powered predictive analytics 

• Streamline data processes and reduce operational costs 

Solution.

Coforge designed a cloud-based reporting and analytics platform using: 

• Snowflake for optimized data warehousing 

• Power BI and Power BI Embed for interactive analytics 

• dbt for data transformation 

• Fivetran for data integration 

Key highlights: 

• Comprehensive assessment of existing Informatica mappings and transformation logic  

• Optimized data warehouse design on Snowflake  

• Development of self-service Power BI reports with AI/ML capabilities  

• Implementation of robust data governance model  

• Secure report sharing with external clients using Power BI Embed 

The Impact.