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Financial services data migrations.
Banks, credit unions, and asset managers with deadlines for regulators that don't move. We move you to a modern platform like Snowflake or Databricks without breaking your regulatory reporting cycles.
Built for the financial services reality.
- Switch-over timed around your reporting cycle (never a go-live during quarter-end)
- A full trail you can hand to an auditor on day one
- A proven plan for retiring old mainframe and legacy systems
- Access controls — who can see which rows and columns — matched to your existing permissions
Three problems we solve over and over.
The old system you can't turn off
Data plumbing written by people who left in 2014, running on aging systems, feeding regulatory reports that absolutely cannot break. We map exactly where every number comes from before we change a thing.
An audit trail from day one
Everything we build can trace where each number came from and where it goes, with a guarantee on how fresh it is. When a regulator asks where a number came from, the answer takes minutes, not weeks.
Keeping costs in check
Modern platforms reward careful use. We work out the real cost up front so finance never sees a surprise invoice at month close.
Where this stack meets AI.
The deep-dive pages below cover the AI builds we see most often on top of a healthy financial services data foundation.
Snowflake Cortex
An AI assistant that answers from your own documents and keeps your existing Snowflake permissions — useful when the data, controls, and audit trail all need to stay inside one secure boundary.
RAG implementation
An AI assistant that answers from your own documents — for compliance research, policy lookups, and regulatory questions, with a citation on every answer a reviewer can check.
Document automation
Turn contracts, statements, know-your-customer packets, and disclosures into clean, usable data that lands on your platform alongside the rest of your data.
Take the readiness assessment.
Twenty-five questions across five sections, about fifteen minutes. You receive four independent outputs — Organizational Readiness, Migration Complexity, a Platform-Fit Signal indicating whether your workload leans Snowflake, Databricks, or both, and AI Foundation Readiness from the data-foundation questions AI projects depend on.