Case Study
Rebuilt Financial SaaS Data Warehouse: 26 Reports, 75% Faster
Roko Labs rebuilt the data warehouse stack for a financial content platform serving Wells Fargo, Merrill Lynch, BlackRock, and Edward Jones. Six months, Snowflake, dbt, AWS data lake. 26 customer reports migrated, 75% faster report creation, $10M+ Analytics revenue opportunity in 2026.
Client
A financial content distribution platform serving Wells Fargo, Merrill Lynch, BlackRock, Edward Jones, and other financial institutions.
Industry
Project Duration
6 months
The Challenge
A financial content distribution platform partnered with Roko Labs to modernize its internal reporting system. Originally a simple BI tool, the system had grown into a fragile, monolithic platform that resisted change. Analytics and reporting logic lived inside application code and SQL queries, making them hard to trace, test, or reuse. Every schema change in a source system broke hard-coded formulas and triggered manual fixes.
The system couldn't handle more than basic transformations. Refreshes and report generation slowed regularly. Machine learning, automation, and real-time insights stayed out of reach.
The Vision
The platform serves hundreds of thousands of marketing and compliance professionals at financial institutions each year. Each interaction generates data on content usage and trends. The vision was to surface that data as analytics, then open it up for machine learning, automation, and real-time insights.
The new architecture integrates MySQL and PostgreSQL with an AWS data lake, a Snowflake warehouse, and dbt for transformation. The work involved rewiring existing reports for accuracy, integrating multiple data streams for session tracking, and rebuilding the pipeline, visualization, and reporting layer.
Solution
We rebuilt the visualization layer on Superset, an open-source BI tool. Superset replaced the legacy reports and added filtering and drill-downs that were not available before. Configuration changes ship without formal development releases.
We selected Superset, an open-source BI tool, to replicate existing Analytics reports.
Superset offers built-in features like filtering and drill-downs, adding interactivity previously unavailable.
It’s also easy to configure, enabling faster and more efficient delivery of updates and new visualizations without formal development releases.
Technology
The global data architecture unifies information architecture and data governance across three data consumers: the core application, internal BI, and AI/ML. The company now governs, secures, and shares data centrally.
The Results
The new architecture cut maintenance overhead, sped up report development, and centralized data governance across the core application, internal BI, and AI/ML consumers. Reports that previously required engineering releases now update through configuration changes. Data is shared securely with internal teams and external users under a single access model.
26
Customer reports updated and data sources refreshed from the new pipeline.
75%
Faster report creation time relative to the former, monolithic system.
$10M+
Revenue opportunity in 2026 for the new Analytics product.
