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.

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.


Chief Executive Officer, Innovayte


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.
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.
Strategic advisory to build a modern data foundation.
- 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
- KPI-aligned value assessment
- Current vs. future-state architecture blueprint
- Governance model for security and compliance
- Executive-approved roadmap
- Proof of concept *optional
Migrate on-prem legacy platforms to a modern Lakehouse.
- Legacy on-premesis infrastructure
- High infrastructure costs
- Limited scalability for AI/ML
- Complex ETL workflows
- Compliance and governance risks
- 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
Activate customer 360 and AI using zero-copy data sharing.
- Disconnected CRM and analytics
- Manual or delayed pipelines
- Inconsistent customer profiles
- Limited personalization
- 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
Modernize and unify your data on one platform.
- Fragmented architecture
- Limited federation
- Legacy on-premesis infrastructure
- High costs and overhead
- Poor data quality and governance
- Limited AI/analytics readiness
- 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
Our complete data offerings expand far beyond these. Reach out for more information.


