Customer Success: Empowering Self-Service Analytics in Wealth Management with AnalyticsCreator

Transform Wealth Management Analytics with Self-Service Data Access

A leading global wealth management firm replaced fragmented Excel reporting and rigid BI tools with a scalable, SQL-based data infrastructure powered by AnalyticsCreator. By automating data warehouse development and enabling self-service analytics, the firm cut reporting cycles by up to 80%, reduced IT workload by 30%, and empowered portfolio managers to make faster, data-driven decisions. Discover how metadata-driven automation transformed their analytics landscape—improving agility, governance, and business impact across the organization.