Fintech · Wealth & Investing · 200–1000 · North America #b007_02

Context

We run an automated investing and retirement service for individuals, employers and independent advisors, with a central data platform serving many internal teams.

Industry

Fintech · Wealth & Investing

Size

200–1000 employees

Region

North America

Tools budget

$5K–20K per month

Needs

Data pipelines & integration. Our data platform team must keep self-serve pipelines reliable as more product and analytics teams build on them.

Today: in-house data platform team running orchestrated self-serve pipelines for product and analytics groups · Urgency: this year

Analytics & BI. We need trustworthy dashboards so business teams can answer questions without waiting on analysts.

Today: a lead analyst owns business reporting and dashboards for non-technical teams · Urgency: this year

Data quality & observability. Data errors in client balances or performance reporting are costly, so we want earlier detection of bad data.

Today: quality checks built into transformation models; no dedicated observability found · Urgency: later

Who decides

head of data · team trial

Expects from suppliers

Works with orchestration-based pipelines; Self-serve for engineers and analysts; Predictable pricing as data grows

Not a fit

Point tools needing a dedicated admin; Solutions without role-based access controls

Stack

data warehouse: cloud, cloud: AWS-class hyperscaler, CI/CD pipeline in place

Buying triggers

scaling transaction volume, tool consolidation