eMoney Leverages Etleap and Looker to modernize financial services client experience
公司规模
1,000+
地区
- America
国家
- United States
产品
- Etleap
- Looker
- Amazon Redshift
- Amazon Web Services (AWS)
- Salesforce
技术栈
- Cloud-based solutions
- Data pipeline automation
- Data governance
- Data self-service
- Data integration
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 分析与建模 - 实时分析
- 应用基础设施与中间件 - 数据交换与集成
- 基础设施即服务 (IaaS) - 云计算
- 基础设施即服务 (IaaS) - 云存储服务
- 基础设施即服务 (IaaS) - 虚拟私有云
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 需求计划与预测
- 欺诈识别
- 库存管理
- 预测性维护
- 供应链可见性(SCV)
服务
- 云规划/设计/实施服务
- 数据科学服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
运营影响
数量效益
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