eMoney Leverages Etleap and Looker to modernize financial services client experience
Company Size
1,000+
Region
- America
Country
- United States
Product
- Etleap
- Looker
- Amazon Redshift
- Amazon Web Services (AWS)
- Salesforce
Tech Stack
- Cloud-based solutions
- Data pipeline automation
- Data governance
- Data self-service
- Data integration
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Technology Category
- Analytics & Modeling - Real Time Analytics
- Application Infrastructure & Middleware - Data Exchange & Integration
- Infrastructure as a Service (IaaS) - Cloud Computing
- Infrastructure as a Service (IaaS) - Cloud Storage Services
- Infrastructure as a Service (IaaS) - Virtual Private Cloud
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Demand Planning & Forecasting
- Fraud Detection
- Inventory Management
- Predictive Maintenance
- Supply Chain Visibility
Services
- Cloud Planning, Design & Implementation Services
- Data Science Services
- System Integration
About The Customer
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the United States. eMoney’s team of more than 700 focuses on ensuring that customers have a positive, frictionless experience. The company leverages an innovative technology stack and data insights to deliver on that customer promise.
The Challenge
eMoney Advisor, a provider of technology solutions and services for financial planning, was dealing with multiple data silos and managed several products across its internal teams and business units. It was difficult to achieve the unified, client-first mindset they were committed to with their previous tech stack. In order to gain insights into and improve their client experience even more, they felt migrating to the cloud and leveraging integrations between tools was an important and inevitable investment. They also wanted to deliver more accessible and actionable insights across the organization for their internal users, whom they value as critical customers of their data and analytics program.
The Solution
eMoney runs their data solution as a full analytics stack in a virtual private cloud (VPC). They integrate data from existing on-premises and cloud services into Amazon Redshift using Etleap — running Redshift, Etleap, and Looker inside an Amazon Web Services (AWS) VPC. This allows the company to leverage the power and flexibility of the cloud while maintaining compliance with a complex set of security policies. The company chose Etleap as its ETL solution to centralize data from databases, applications, and hosted services into a cloud data warehouse. By leveraging Etleap’s native source integrations and data pipeline automation, eMoney was able to achieve a fast ETL build-out. eMoney selected Looker as their business intelligence platform because Looker’s modeling layer, LookML, allows the data team to define metrics once, and then ensure anyone who explores and creates reports on their own will be using the same metric definitions, achieving their data governance requirements.
Operational Impact
Quantitative Benefit
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