Financial data your teams, auditors, and board can trust

Move from slow, manual reports to insights your teams can trust. We modernize financial data platforms with secure, audit-ready Snowflake architecture, so reporting runs faster, governance and lineage stay strong, costs stay predictable, and your numbers hold up to scrutiny.

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What you gain

From manual reporting to trusted, audit-ready insight

If you run data in financial services, you are likely dealing with slow manual reporting, heavy compliance demands, and numbers that are hard to trace. We modernize your platform on Snowflake with audit-ready architecture, end-to-end lineage, and strong access controls, so reporting is faster, every figure is traceable, and your data is accurate and governed enough for analytics and AI agents.

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Features

Reliable, audit-ready infrastructure

We build secure, resilient Snowflake architecture designed for the uptime and traceability financial services demands, so reporting and downstream systems stay dependable.

Numbers you can trace and trust

Source-to-report reconciliation and one governed semantic layer mean every figure ties back to its origin, so analysts, auditors, and AI agents all work from the same trusted logic.

Benefits

Why financial services leaders work with us

Compliance from day one

Governance, access controls, and audit trails are built into the platform, not bolted on later.

Reporting your teams can trust

Faster, reconciled reporting replaces slow manual work, so decisions rest on numbers that hold up.

Audit-ready by design

End-to-end lineage and traceability make audits and regulatory reviews straightforward.

Predictable, controlled costs

FinOps controls keep Snowflake spend predictable while performance stays strong.

Transparent and proven methodology

Our signature Snowflake consulting methodology

Our signature transparent methodology, refined through years of Snowflake experience, coordinated to deliver fast, high-quality results.

Sucess stories

How our Snowflake consulting transforms data operations

Case study
5 min read

How a $45B FMCG leader regained control of their Snowflake platform with Snowstack

Companies that fail to master their data platforms in 2025 will not just fall behind. They will become irrelevant as AI-native competitors rewrite the rules of the market.

Companies that fail to master their data platforms in 2025 will not just fall behind. They will become irrelevant as AI-native competitors rewrite the rules of the market. One global FMCG manufacturer recognized this early on. By partnering with us, they turned their underperforming Snowflake environment into an innovation engine.

Key outcomes:

  • 30% reduction in Snowflake costs through intelligent optimization
  • 60% faster incident resolution with 24/7 monitoring
  • 5+ new AI/BI use cases unlocked from reliable, curated datasets
  • 100% audit readiness for SOC 2 and GDPR frameworks

Having a dedicated Snowflake team that truly understands our platform made all the difference. We no longer chase incidents or firefight pipeline issues - we’re focused on enabling the business. Their ownership, responsiveness, and expertise elevated our data platform from a bottleneck to a strategic asset.                                                                                                                          - Senior Director, Data Platforms

Client overview

The client is a multinational Fast-Moving Consumer Goods (FMCG) manufacturer operating in over 180 countries through both corporate offices and an extensive franchise network. With global revenues exceeding $45 billion and more than 6,300 employees worldwide, they manage a diverse product portfolio distributed through complex regional supply chains.

The challenge

Despite investing in modern cloud infrastructure, the client was stuck. Their internal teams lacked the specialized expertise needed to run the platform. When key engineers left, so did the expertise. This resulted in growing technical debt. Critical pipelines regularly failed or ran late. Compliance and audit demands became difficult to satisfy due to inconsistent governance. Without proper optimization, Snowflake costs increased. As a result, the platform’s reputation fell from being seen as an innovation enabler to becoming a business blocker.

What made things even harder was the seasonal nature of FMCG operations. Demand for data engineering resources fluctuated throughout the year. Resource needs spiked during busy times and dropped during slow periods. This led to ongoing hiring and retention challenges. Meanwhile, competitors kept moving forward with steady expertise and data strategies.

Our solution

The client wanted a better way to manage their data and prepare for future growth. They asked us to provide a full Snowflake delivery team that could handle the project from start to finish. Instead of hiring separate contractors, they gained a team of Snowflake-certified experts who worked together to deliver the solution quickly.

Role Responsibility
Service Delivery Manager Coordination, client communication, strategic alignment
Snowflake Platform Lead Solution architecture, technical strategy, governance
L1/L2 Support Specialists Incident response, monitoring 24/7, routine maintenance
L3 Dev Team Experts Complex integrations, enhancements, and advanced troubleshooting
Data Engineers Pipeline development, data modelling, ETL optimization (optional based on client needs)
DevOps/FinOps Specialists Infrastructure automation, cost optimization, performance tuning (optional based on client needs)
AI/BI Architects Advanced analytics, machine learning enablement, dashboard strategy (optional based on client needs)

Our execution

With our support, the client regained platform stability, resolved recurring system issues, and accelerated the delivery of new data solutions. The Snowflake environment became easier to manage, more predictable, and better aligned with business priorities.

Structured collaboration

The client led a phased rollout, supported by bi-weekly service reviews and backlog planning sessions. We worked directly within their workflows (Slack, Teams, Jira) and joined daily stand-ups and steering meetings. To help address long-standing challenges with knowledge retention, we introduced clear RACI ownership and thorough documentation practices.

SLA-Driven Support Model

The engagement featured a service model tailored to the client’s operational needs. Platform support was aligned to business hours, extended hours, or 24/7 coverage depending on requirements. SLAs were defined by incident severity, with guaranteed response and resolution times in place. To give the client real-time visibility and control, we implemented automated monitoring and alerting.

Platform optimisation and future-proofing

The client was committed to building a Snowflake environment that could scale with the business. With our support, they focused on optimising performance, controlling costs, and staying ahead of future demands.

Faster delivery, greater impact

We supported ongoing initiatives by onboarding new data sources, integrating BI tools and APIs, and maintaining platform standards across internal and third-party teams. Automation and reusable pipelines cut source-to-Snowflake integration time from weeks to days.

Continuous improvement and strategic reporting

Monthly platform reports provided clear visibility into KPIs, usage trends, incidents, and optimisation opportunities. This helped the client move from reactive support to a proactive and data-driven platform management.

Governance and security practices

To support regulatory and internal compliance requirements, we implemented platform-wide governance controls. These included RBAC, data masking policies, access audits, and full alignment with SOC 2 and GDPR frameworks.

The results

Area Before After
Platform Stability Recurring system issues, unpredictable performance. Stable Snowflake environment aligned with business priorities.
Collaboration External support created silos, unclear ownership, and poor knowledge retention. Embedded in client workflows, clear RACI ownership, and a strong documentation culture.
Support Model Reactive issue handling, manual oversight, and inconsistent coverage. SLA-driven with defined severity levels, automated monitoring, and 60% faster resolution.
Cost & Performance Not optimised Snowflake’s cost with limited scalability planning. Up to 30% cost reduction with no performance loss, scalable architecture.
Delivery Speed Weeks to integrate new data sources, limited AI/BI enablement. 5+ new AI and BI use cases supported by production-ready datasets.
Reporting & Visibility Limited insight into platform health and usage trends. Monthly KPI-driven reports, proactive platform optimisation.
Governance & Security Gaps in compliance and audit readiness. Full SOC 2 and GDPR alignment, 100% audit readiness with traceability.

Strategic value

Owning a data platform is not the goal. Making it work for the business is.

This partnership showed how Team as a Service can turn a complex platform into a strategic asset. By working directly inside the client’s operations, our certified Snowflake experts turned a complex, high-maintenance platform into a scalable foundation for growth.

Now, they are ready to take on AI and advanced analytics, backed by an architecture built to grow with the business.

At Snowstack, we don’t just help companies manage Snowflake. Our model helps enterprises stay ahead in a data environment that keeps changing

Ready to turn your Snowflake platform into a competitive advantage?

Let’s talk about how our team can help you get there

Project details

Industry

FMCG

Duration

Ongoing (Support Service)

Engagement Model

Team as a Service

Frequently Used Snowflake Components

Core Snowflake Data Cloud, Snowpipe, Tasks & Streams, Materialized Views, Secure Data Sharing, RBAC & Data Masking, Snowpark, Resource Monitors

Other Tools Integrated

dbt, Fivetran / Airbyte, Power BI / Tableau / Looker, Azure Blob / AWS S3 / GCP Storage, GitHub / GitLab, ServiceNow / Jira, Okta / Azure AD, Great Expectations / Monte Carlo

Case study
5 min read

How a top global logistics leader boosted BI performance by 65% with Snowflake

One wrong move during their Snowflake migration could have brought down hundreds of BI applications and reports. With legacy systems built over 15 years and rising maintenance costs putting operations at risk, this top-5 global logistics company faced its most critical data challenge yet.

One wrong move during their Snowflake migration could have brought down hundreds of BI applications and reports. With legacy systems built over 15 years and rising maintenance costs putting operations at risk, this top-5 global logistics company faced its most critical data challenge yet.

Our experts at Snowstack stepped in to navigate this complex transformation. The outcome? A smooth migration that turned the company’s greatest risk into a long-term competitive advantage.

Key outcomes:

  • Report performance improved by 65%, with dashboards running in minutes instead of hours.
  • Infrastructure costs fell by 40% while system performance increased.
  • The migration achieved zero disruption, maintaining 100% uptime.
  • Over 65% of legacy SQL was converted automatically, saving months of effort.
  • More than 40 developers were trained and upskilled on Snowflake.

Over the years, our BI teams developed an effective approach to data modeling, which had long been a strength. However, with the ongoing migration of the central data warehouse to Snowflake, we knew that adopting new tools could take months, if not years. We urgently needed support from Snowflake professionals to guide the adoption process and help our BI teams incorporate the new technology into their workflows.                                                                                                                         - Lead Data Architect

Client overview

The client operates as one of the top 5 key players in the industry, managing supply chains that span multiple continents and serve millions of customers worldwide. Their data ecosystem had evolved organically, supporting hundreds of BI applications that power everything from real-time shipment tracking to route optimization algorithms.

The client’s BI reports weren't just internal dashboard. They powered customer-facing systems that enterprise clients used to track shipments worth millions of dollars. Any disruption to these systems could trigger contract penalties and damage relationships with major accounts.

The challenge

15 years of business growth had created a BI environment that was difficult to manage. Hundreds of reports were built independently by different teams with varying skill levels. Although they all drew from the same data warehouse, each team applied its own transformation logic within separate BI systems. What began as team-specific solutions had grown into a web of technical debt that no one fully understood.

Challenge Area Client Experience
Technical debt and inconsistency Over many years, different teams created their own data models. As a result, reports often contradicted each other — the same metric could show different results depending on the report. This inconsistency frustrated business users and eroded confidence in the data.
Escalating maintenance costs Keeping the BI landscape running became increasingly expensive. Daily maintenance and constant support from the BI team drained resources, while longer service interruptions disrupted critical supply chain operations.
Migration risk The decision to migrate the legacy data warehouse to Snowflake came with high stakes. Leaders worried that reporting would break during the transition, and teams were reluctant to commit knowing how many reports required refactoring.
Governance and scalability issues The architecture had grown in silos. Each team worked with its own logic and processes, making it nearly impossible to apply consistent governance or scale analytics across the organization. Collaboration was limited, and data reusability suffered.

Our solution

Recognizing the critical need for modernization, the client made the strategic decision to unify their data model and move it to Snowflake alongside their ongoing data warehouse migration. We guided the client through five steps.

Step 1: identifying the foundation

Together with the client, we analysed their extensive BI landscape to identify the datasets most frequently used across reports. This joint assessment defined a minimum viable product (MVP) scope that would deliver immediate value and build momentum for the broader transformation.

Step 2: building the Snowflake environment

We worked with the client to establish a dedicated Snowflake environment designed specifically for BI collaboration. Together, we implemented:

  • Standardized schemas and roles to ensure consistent data access patterns across teams
  • Compute scaling strategies optimized for BI workloads
  • Role-based access control (RBAC) to strengthen governance
  • BI-specific access patterns tailored to Snowflake datasets

Step 3: automating the migration process

To accelerate the transition and protect prior investments, we partnered with the client to implement automated migration scripts that converted legacy SQL into Snowflake SQL. This achieved a 65% automatic refactor success rate, dramatically reducing manual work while preserving business logic.

Step 4: orchestrating seamless integration

In close collaboration, we designed and deployed new orchestration pipelines that synchronized Snowflake model builds with BI report refreshes. These pipelines were integrated with the client’s existing technology stack, including:

  • Airflow Snowflake Operator for workflow management
  • AWS SNS for notifications
  • AWS S3 for data staging
  • Git for version control

Step 5: investing in the team

Recognizing that technology transformation must go hand-in-hand with people transformation, we partnered with the client to deliver training for more than 40 BI developers. This knowledge transfer ensured teams could confidently work with Snowflake as their new backend, embedding long-term value into the organization.

Foundation for Future Innovation

Still running hundreds of disconnected BI reports with inconsistent data models?

Upgrading your BI architecture is no longer a matter of if. The real question is how quickly you can create a one source of truth before competitors pull so far ahead you can’t catch up. The companies winning today are those replacing broken reporting with accurate, unified data that every team can trust. Each month you delay, they improve decision accuracy and grow their market share.

We help you close that gap fast. Our Snowflake-certified experts bring years of experience and a proven approach to modern BI transformation. We can take years of messy, disconnected systems and turn them into a single, reliable analytics platform in months. With one source of truth in place, your teams spend less time fixing reports, more time acting on accurate information, and deliver faster business decisions.

Ready to unify your BI architecture on Snowflake?

Book your strategy session

Project details

Industry

Global Logistics & Supply Chain

Duration

3 months implementation

Engagement Model

Migration service with comprehensive training & support

Team Composition

Lead Architect, Data Engineers, Migration Specialists, BI Developers

Frequently Used Snowflake Components

Warehouses, RBAC, Snowpipe, Tasks & Streams, Secure Data Sharing, Materialized Views, Time Travel, Stored Procedures

Other Tools Integrated

Airflow Snowflake Operator, AWS SNS, AWS S3, dbt, Fivetran, Power BI, Azure AD

From 80% faster reporting to 65% cost savings, here's how our clients turned data into business results.

View all stories

Enterprise-grade security

Enterprise security controls and governance frameworks built into every Snowflake implementation. Role-based access, data encryption, and audit trails configured from day one.

SOC 2 TYPE II
Certified

HIPAA Certified

Testimonials

What our clients say

What used to take us hours of manual clean-up across dozens of Excel files is now a seamless process. The Snowstack team didn't just give us technology – they gave us our time back. We now build better reports much faster, and can finally think about predictive analytics as a reality, not just a wish. They felt like part of our team from day one.

Head of Sales Intelligence

Having a dedicated Snowflake team that truly understands our platform made all the difference. We no longer chase incidents or firefight pipeline issues – we’re focused on enabling the business. Their ownership, responsiveness, and expertise elevated our data platform from a bottleneck to a strategic asset.

Senior Director, Data Platforms

Working with Snowstack was a game-changer. Their team came in with a clear methodology, deep Snowflake expertise, and zero handholding needed. We didn't have to move a muscle in-house – they brought it all, tailored it to our business, and delivered fast.

CTO, Regional Pharma Distributor

Over the years, our BI teams developed an effective approach to data modelling, which had long been a strength. However, with the ongoing migration of the central data warehouse to Snowflake, we knew that adopting new tools could take months, if not years. We urgently needed support from Snowflake professionals to guide the adoption process and help our BI teams incorporate the new technology into their workflows.

Lead Data Architect

FAQs

Answers to common questions about secure, governed, audit-ready Snowflake platforms for financial services.

Free consultation
How do you make financial data audit-ready?

We build audit-ready architecture with end-to-end lineage, role-based access, masking, and audit trails, so every figure can be traced back to its source and every access is logged. That makes audits and regulatory reviews straightforward, because you can show exactly how a number was produced and who touched the data.

How do we know a number is right before the board or a regulator relies on it?

We reconcile source-to-report so figures tie back to their origin, add freshness and completeness checks to catch broken feeds, and define each metric once in a governed semantic layer. Reports, analysts, and AI agents all read the same trusted logic, so the number on the board pack is the number in the source.

Is governance built in, or bolted on afterward?

Built in. Access controls, masking, lineage, and audit trails are part of the platform from day one, aligned to standards like SOC 2 and GDPR. Security, risk, and compliance see how data is used from the start, instead of governance being a clean-up project after the fact.

Can you make our reporting faster without weakening control?

Yes, and the two go together. Reconciled data and automated pipelines replace slow manual reporting, while governance and lineage stay intact. You get faster close and reporting cycles on numbers that still hold up to scrutiny, not speed at the expense of trust.

Is our financial data ever exposed or used outside our environment?

No. Your data stays in your own Snowflake environment under your control, used only for the agreed use cases. In finance projects we put controls in place to prevent non-auditable access and to ensure data is never exposed outside your Snowflake and cloud setup.

How fast can we get to audit-ready, AI-ready data, and how do you price it?

We start with a fixed-scope assessment that pressure-tests your reporting, governance, and lineage and maps the path forward. Most clients see data-quality and governance wins inside the first 30 days, with a governed foundation typically in place around 90. Pricing is transparent: a fixed-fee assessment first, then scoped sprints or a fractional platform team.

Still have questions?
Free consultation

Ready to make your financial reporting fast and audit-ready?

Book a free consultation with a senior Snowflake architect and we will pressure-test your reporting, governance, and lineage, and map the path to audit-ready, AI-ready data.

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