Accelerating Data Integration in the Financial Services Industry with Fivetran 

Overview

About the Client

The client operates in the financial services industry, offering investment management, financial advisory, and loan processing services. With a growing base of clients and increasing digital operations, the company needed seamless, reliable access to data from various systems to enhance reporting, compliance, and customer analytics. 

Challenges Faced 

As operations expanded, the client encountered several roadblocks: 

• Siloed Data Systems: Data was dispersed across multiple platforms, including CRM, ERP, and third-party banking applications. 

• Manual ETL Processes: Data engineers spent excessive time building and maintaining pipelines, slowing down analytics. 

• Delayed Reporting: Business reports were often outdated, impacting real-time decision-making and regulatory compliance. 

• Scaling Issues: Legacy data integration tools failed to keep up with the increasing data volume and complexity. 

• Limited Technical Resources: The team lacked bandwidth to constantly monitor and troubleshoot broken pipelines. 

Our Solution 

We implemented Fivetran, a fully managed data integration platform, to centralize and automate the client’s data movement. Fivetran’s pre-built connectors and schema management capabilities ensured reliable and fast access to real-time data from various sources. 

Key solution benefits included: 

• Plug-and-play connectors for finance, CRM, and cloud platforms. 

• Near real-time data syncing for improved decision-making. 

• Automated schema updates and error handling. 

• Scalable architecture supporting increasing data needs. 

Technology & Tools Implementation 

We deployed and customized Fivetran for seamless data movement: 

• Connector Setup: Integrated over 15+ data sources including Salesforce, QuickBooks, Snowflake, and internal SQL databases. 

• Warehouse Syncing: Consolidated all data into a central cloud data warehouse for unified reporting. 

• Transformation Support: Used Fivetran’s integration with dbt for downstream data transformations. 

• Monitoring & Alerts: Configured automated alerts for sync failures and pipeline performance. 

Results

The Impact and Outcome 

The adoption of Fivetran brought measurable improvements: 

• 75% reduction in engineering time spent on data pipelines. 

• Real-time financial dashboards enabled faster investment and risk decisions. 

• Improved data quality with automatic error resolution and schema alignment. 

• Enhanced regulatory reporting with accurate, up-to-date datasets. 

• Scalability and agility to onboard new tools and systems without re-engineering pipelines. 

With Fivetran, the client now enjoys faster access to actionable insights, reduced operational overhead, and greater agility in its data operations.