626

Case studies/

Investment Services

Data

Modernisation

Unified data lakehouse, governed reporting layer, resilient backup posture

In partnership with Confidential UAE Investment Consortium

Project goal

Break down data silos and give portfolio leaders accurate insight on demand while meeting regional compliance expectations.

Design brief

Create a calm executive workspace with Alveus blues and metallic accents that signals trust and speed.

Client

Confidential UAE Investment Consortium

Tech stack

Azure SynapseDatabricksPower BIAzure PurviewAzure Active DirectoryTerraform

Outcomes

Numbers that prove
the difference.

Highlight

Recovery point objective

15 mins

Automated backups mean leaders can restore critical insight within a quarter hour.

Metric

Manual report preparation time reduced

76%

Quarterly packs now refresh automatically with governed datasets.

Metric

Data sources connected

18 systems

Core banking, CRM, market feeds and risk models now sit in one trusted hub.

The challenge

What stood
in the way.

The investment consortium relied on country specific spreadsheets, email attachments and siloed CRM exports. Analysts spent nights reconciling numbers before board meetings and risk teams could not see exposure in one place.

01

Portfolio performance data lived in six regional databases with conflicting formats

02

Finance, risk and investor relations all used different versions of the truth

03

No standard backup policy left leadership anxious about audit readiness

04

Report refreshes required manual SQL pulls and fragile macros

05

Sensitive data lacked consistent access controls and masking

The solution

How we
delivered.

We orchestrated a secure lakehouse pattern so every team works from trusted data sets with controlled lineage and rapid recovery.

01 / 05 features

Key features

Feature 01

01

Azure Synapse pipelines collecting source data into Delta tables with quality checks

Delivery process

From discovery to go-live.

Step 1 of 5

Phase 01 of 05

01

Assessed existing exports, databases and spreadsheets to define integration priorities

Up next · Prototyped ingestion from the highest value market

The results

What changed
after go-live.

Leadership now requests insight knowing the data is timely, complete and protected. Teams answer investor questions on demand without waiting for overnight jobs.

Achievement 01

Unified Investment Intelligence

Eighteen data sources run through a governed model with lineage and stewardship documented.

Achievement 02

Automated Board Reporting

Power BI dashboards refresh before every meeting, freeing analysts for strategic work.

Achievement 03

Fifteen Minute Recovery

Geo redundant backups and scripted failover deliver confidence for regulators and partners.

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