Investment and Wealth Management Firm
Case Study
Overview
Industry: Financial Services
Services: Managed Services, Consulting Services, Data & Analytics
A leading New Zealand investment and wealth management firm serves hundreds of thousands of clients across KiwiSaver, retail, and wholesale markets.
Following a period of significant growth and acquisition activity, the firm needed to modernise its data infrastructure, reduce complexity, and ensure compliance – while continuing to deliver best-in-class service to its clients.
Here’s a snapshot of the customer’s journey
The Challenge
After acquiring another provider, the organisation inherited multiple data platforms and a variety of legacy systems. This introduced complexity and duplication that hampered performance and increased operational costs.
The business needed to consolidate these systems into a unified, scalable data environment that could support integration with industry tools such as Apex and Salesforce Financial Services Cloud.
It also needed to retire legacy infrastructure, reduce licensing costs, and enhance its ability to meet regulatory and reporting obligations.
The Solution
DataSentinel was engaged to lead the firm’s data transformation initiative. Working closely with internal teams, DataSentinel architected a modern data platform using Snowflake, Fivetran, DBT, and Power BI to consolidate sources and automate data flows.
Legacy systems and manual processes were replaced with scalable cloud-based solutions. Unused licenses and infrastructure were retired to improve cost efficiency. A key outcome of the project was the implementation of Snowflake’s Secure Data Sharing and Zero ETL capabilities, which allowed real-time integration with Apex Nexus – enabling fast, secure access to investment data.
The modernised platform provided enhanced data visibility, streamlined reporting, and reduced overhead. DataSentinel continues to provide managed services to ensure the platform stays current, compliant, and adaptable to future needs.
Key Benefits
Elimination of duplicate systems and redundant infrastructure
Significant savings in licensing and support costs
Integration with industry-standard tools including Apex and Salesforce FSC
A single, secure, scalable data platform that supports growth and compliance
Long-term strategic partnership driving operational and reporting efficiency
The Results
The firm now operates from a consolidated data environment that improves reporting accuracy, supports compliance, and enables near real-time access to critical data.
Costs have been significantly reduced through platform consolidation, and the organisation is better positioned to scale and adapt as regulatory and business needs evolve.
DataSentinel’s ongoing partnership ensures the firm maintains a forward-looking, high-performing analytics function.
“We’ve been impressed not only with DataSentinel’s technical expertise, but with the way they’ve helped simplify and future-proof our data environment. They’ve become an essential partner in our ongoing transformation.”