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 global finance leader achieved AI readiness in 90 days with Snowstack

Monthly spend had passed $800K with no clear breakdown of where the money was going. By partnering with us, they gained full visibility and, within 90 days, turned uncontrolled costs into a governed, AI-ready platform built for scale.

$800K in cloud costs every month, and no explanation. For a leading financial services firm, cloud was critical to scaling the business, yet it had become one of the fastest-growing expenses. Monthly spend had passed $800K with no clear breakdown of where the money was going. By partnering with us, they gained full visibility and, within 90 days, turned uncontrolled costs into a governed, AI-ready platform built for scale.

Key outcomes:

  • Data ingestion latency reduced by 80%
  • AI-readiness achieved in 90 days
  • Real-time cost monitoring and automated optimization
  • Modern data platform for analytics, ML, and AI use cases

Client overview

Our client is a financial services company generating $500M in annual revenue with a team of 2,500 employees across North America and Europe. In the midst of rapid growth, they were transitioning from legacy systems to a modern cloud data platform built on Snowflake. But they faced rising cloud costs and a fragmented data landscape.

The challenge

Our client had ambitious AI and GenAI goals, but lacked the foundational architecture to support them cost-effectively.

Challenge area Industry context Specific issues at client Business impact
Fragmented Infrastructure 80–90% of enterprise data is unstructured, yet only 18% of organizations report being able to take advantage of it. Data scattered across SharePoint, Salesforce, and custom tools with no unified architecture for AI initiatives. High maintenance overhead, inability to leverage enterprise-wide data for AI.
Unstructured Data Processing Managing unstructured data is challenging for 71% of enterprises. Struggling with the processing of unstructured data. Slow time-to-insight, missed opportunities for AI and advanced analytics.
Trust & Governance 62% of organizations cite lack of data governance as the top hurdle to AI initiatives. Dashboards showed conflicting KPIs due to inconsistent definitions and missing lineage tracking. Low confidence in analytics, compliance risks, and poor decision-making.
Scalability & Agility Legacy data architectures can’t support AI workloads or scale without high operational overhead. Manual processes, siloed datasets, and outdated architecture limited agility. Blocked innovation, delayed AI adoption, and competitive disadvantage.

The client knew what Snowflake could deliver but needed the right partner to design, implement, and operationalize a solution that would translate that capability into measurable business value.

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Our solution

The client set out to gain full visibility, governance, and scalability in their cloud environment. By partnering with us, they implemented a modern, AI-ready data platform built on Snowflake to address the challenges limiting performance.

Unified data Ingestion with OpenFlow

They consolidated structured and unstructured data from SharePoint, Salesforce, and custom systems into a single ingestion framework, eliminating fragmented pipelines and enabling real-time analytics.

Centralized Metadata and governance with Horizon Catalog

They integrated metadata from BI tools, dbt models, and Iceberg tables into one governed repository, achieving full lineage visibility, consistent KPIs, and stronger compliance controls.

Consistent logic with semantic views

Business rules were embedded directly into the data layer. This made sure that every team worked from the same definitions for analytics and AI training.

Self-service analytics with Cortex AI SQL

Business users can now query governed datasets in natural language, reducing reliance on engineering and accelerating decision-making.

FinOps cost governance

Daily cost visibility, clear ownership tracking, and accurate forecasting were integrated into operations, turning cost control into a proactive practice.

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Why it mattered

If you can’t see your cloud costs, you’re losing money. In many enterprises, unused services, duplicate workloads, and unclear cost ownership quietly drain millions each year. Without visibility and governance, budgets overspend, AI projects stall, and growth slows.

Our team provides the insight and control to stop waste, making every cloud dollar accountable and directly tied to business results. So start controlling your cloud spend today.

Book a Snowflake consultation.

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Project details

Industry

Financial Services

Duration

90 days (initial build) + ongoing support

Engagement Model

FinOps & AI readiness program

Team Composition

Snowflake Solution Architect, Data Engineers, BI Specialist, Data Governance Lead

Frequently Used Snowflake Components

OpenFlow, Horizon Catalog, Cortex AI SQL, Semantic Views

Other Tools Integrated

SharePoint, Salesforce, dbt, Fivetran, Power BI

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)

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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.

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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

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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

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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.

Free consultation