See how Data Clymer helped a leading investment firm with $30B+ assets under management unlock the value of data.

A Growing Partnership

The firm initially turned to Data Clymer to create a new data model and build out a modern data stack. Since then, they have continued to expand the scope of their data projects. Multiple teams across the firm now partner with Data Clymer to achieve their goals through improved data analytics, dashboards, and strategic guidance.

Data Technology Stack

Outcomes & Results

faster time to insight

Instant Cost Savings

The firm's new best-in-class cloud data stack was less costly, more scalable, and easier to maintain.

improved data quality and trust

Improved Decision Making

Teams across the firm rely on actionable reporting and dashboards to make timely strategic decisions.

flexible on-demand expertise

Flexible On-Demand Expertise

The firm gained flexibility with an instant data team that scales up or down based on projects and business needs.

Data Goals & Initiatives

Enable Self-Service Access to Timely Insights

Data pipeline creation and modeling development to support six internal departments with various needs and use cases for CRM, financial, and activity data.

Spread Data Literacy and Create a Data Culture

Training and support for users and superusers across five departments, with office hours and ad-hoc working sessions as needed.

Improve Security and Governance of Sensitive Data

Completed a security overhaul and created Looker user management framework and day-to-day administration of users.

Save Time and Manual Finance Work

Consolidated and integrated financial data from internal and external sources into streamlined reports.

Answer Relevant Business Questions & Support KPIs

Organized data into scalable models, optimized processes, and created activity stream models.

Create a Search Repository of Industry Experts

Partnering with Data Science team to support an ongoing search repository initiative that will integrate nearly a dozen external data sources.


Need On-Demand Data Expertise?

Whether you have a big data project underway or are just getting started on your data journey, Data Clymer is here to help. Contact us today to find out how a partnership can augment gaps in your data staff and help you unlock the value of your business data. For the latest data trends and updates from Data Clymer, subscribe here to get them right in your inbox.