DATABRICKS

Helping you grow the value of your data

A modern data stack isn’t a luxury, it’s a requirement. We help financial institutions activate Databricks to unify, govern, and operationalize data at scale.

DRIVING REAL IMPACT

Our implementation of Databricks has been a game-changer. It aligns perfectly with our mission to empower advisors with cutting-edge technology and clean data.

CAPABILITIES

Data services that move the needle

Built on data engineering and financial services expertise, we help you modernize your foundation, connect systems, and drive action. 

Enterprise data strategy

Build a secure, scalable foundation for real-time insights and AI.

Salesforce and Databricks integration

Power segmentation, personalization, sales, and service with unified data.

Data Cloud and Databricks activation

By connecting Databricks and Salesforce Data Cloud, we enable unified data intelligence that drives precise, customer-centric engagement strategies.

Data ingestion and governance

Automate pipelines and enforce data quality at scale.

AI readiness and ML enablement

Prep your data for predictive and generative AI.

FEATURED OFFERINGS

Modern solutions for real data problems

These offerings are built to help financial institutions modernize faster, reduce risk, and put Databricks to work—without starting from scratch.

Data & AI Advisory

Strategic advisory to build a modern data foundation.

Your challenges
  • Disconnected or siloed data across systems
  • Unclear AI use cases or value path
  • Gaps in governance, security, or compliance
  • Lack of leadership alignment
  • No clear data roadmap
Outcomes
  • KPI-aligned value assessment
  • Current vs. future-state architecture blueprint
  • Governance model for security and compliance
  • Executive-approved roadmap
  • Proof of concept *optional
4-12 weeks
Cloud migration 

Migrate on-prem legacy platforms to a modern Lakehouse.

Your challenges
  • Legacy on-premesis infrastructure
  • High infrastructure costs
  • Limited scalability for AI/ML
  • Complex ETL workflows
  • Compliance and governance risks
Outcomes
  • Migration strategy and roadmap
  • Automated data and pipeline migration
  • Optimized cloud-native architecture and optimal hybrid cloud strategy
  • Enhanced data governance with Unity Catalog
  • Scalable platform for analytics and AI
8–14 weeks
Salesforce + Databricks

Activate customer 360 and AI using zero-copy data sharing.

Your challenges
  • Disconnected CRM and analytics
  • Manual or delayed pipelines
  • Inconsistent customer profiles
  • Limited personalization
Outcomes
  • Bi-directional data federation with zero copy
  • Real-time CRM data ingestion via LakeFlow Connect
  • Deploy Databricks models in Salesforce via BYOM
  • Unified customer 360 across platforms
6-10 weeks
Databricks Lakehouse

Modernize and unify your data on one platform.

Your challenges
  • Fragmented architecture
  • Limited federation
  • Legacy on-premesis infrastructure
  • High costs and overhead
  • Poor data quality and governance
  • Limited AI/analytics readiness
Outcomes
  • Unified platform via Databricks
  • Delta Lake and Unity Catalog for quality and governance
  • Real-time analytics and ML-ready architecture
  • AI-ready foundation with structured ingestion pipelines
8-14 weeks

Our complete data offerings expand far beyond these. Reach out for more information.

75%

reduction in infrastructure costs

350%

improvement in data completeness

99%

data accuracy across analytics pipelines

Turn data chaos into clarity