A leading wealth management firm sought to revolutionize its reporting and analytics capabilities by migrating from a legacy system to a cutting-edge cloud-based solution. They partnered with Coforge to implement a state-of-the-art platform leveraging Snowflake and Power BI. The goal was to deliver timely, interactive reports, enable self-service analytics, and integrate AI/ML-powered predictive capabilities to drive intelligent decision-making and unlock new competitive advantages.