Google Cloud Platform Case Studies eMoney Leverages Etleap and Looker to modernize financial services client experience

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	eMoney Leverages Etleap and Looker to modernize financial services client experience Google Cloud Platform

eMoney Leverages Etleap and Looker to modernize financial services client experience

Google Cloud Platform

Technology Category	Analytics & Modeling - Real Time Analytics Application Infrastructure & Middleware - Data Exchange & Integration Infrastructure as a Service (IaaS) - Cloud Computing Infrastructure as a Service (IaaS) - Cloud Storage Services Infrastructure as a Service (IaaS) - Virtual Private Cloud
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Demand Planning & Forecasting Fraud Detection Inventory Management Predictive Maintenance Supply Chain Visibility
Services	Cloud Planning, Design & Implementation Services Data Science Services System Integration
Challenge	eMoney Advisor, a provider of technology solutions and services for financial planning, was dealing with multiple data silos and managed several products across its internal teams and business units. It was difficult to achieve the unified, client-first mindset they were committed to with their previous tech stack. In order to gain insights into and improve their client experience even more, they felt migrating to the cloud and leveraging integrations between tools was an important and inevitable investment. They also wanted to deliver more accessible and actionable insights across the organization for their internal users, whom they value as critical customers of their data and analytics program. Read More
About Customer	eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the United States. eMoney’s team of more than 700 focuses on ensuring that customers have a positive, frictionless experience. The company leverages an innovative technology stack and data insights to deliver on that customer promise. Read More
Solution	eMoney runs their data solution as a full analytics stack in a virtual private cloud (VPC). They integrate data from existing on-premises and cloud services into Amazon Redshift using Etleap — running Redshift, Etleap, and Looker inside an Amazon Web Services (AWS) VPC. This allows the company to leverage the power and flexibility of the cloud while maintaining compliance with a complex set of security policies. The company chose Etleap as its ETL solution to centralize data from databases, applications, and hosted services into a cloud data warehouse. By leveraging Etleap’s native source integrations and data pipeline automation, eMoney was able to achieve a fast ETL build-out. eMoney selected Looker as their business intelligence platform because Looker’s modeling layer, LookML, allows the data team to define metrics once, and then ensure anyone who explores and creates reports on their own will be using the same metric definitions, achieving their data governance requirements. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Real Time Analytics

Application Infrastructure & Middleware - Data Exchange & Integration

Infrastructure as a Service (IaaS) - Cloud Computing

Infrastructure as a Service (IaaS) - Cloud Storage Services

Infrastructure as a Service (IaaS) - Virtual Private Cloud

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Demand Planning & Forecasting

Fraud Detection

Inventory Management

Predictive Maintenance

Supply Chain Visibility

Services

Cloud Planning, Design & Implementation Services

Data Science Services

System Integration

Challenge

eMoney Advisor, a provider of technology solutions and services for financial planning, was dealing with multiple data silos and managed several products across its internal teams and business units. It was difficult to achieve the unified, client-first mindset they were committed to with their previous tech stack. In order to gain insights into and improve their client experience even more, they felt migrating to the cloud and leveraging integrations between tools was an important and inevitable investment. They also wanted to deliver more accessible and actionable insights across the organization for their internal users, whom they value as critical customers of their data and analytics program.

About Customer

eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the United States. eMoney’s team of more than 700 focuses on ensuring that customers have a positive, frictionless experience. The company leverages an innovative technology stack and data insights to deliver on that customer promise.

Solution

eMoney runs their data solution as a full analytics stack in a virtual private cloud (VPC). They integrate data from existing on-premises and cloud services into Amazon Redshift using Etleap — running Redshift, Etleap, and Looker inside an Amazon Web Services (AWS) VPC. This allows the company to leverage the power and flexibility of the cloud while maintaining compliance with a complex set of security policies. The company chose Etleap as its ETL solution to centralize data from databases, applications, and hosted services into a cloud data warehouse. By leveraging Etleap’s native source integrations and data pipeline automation, eMoney was able to achieve a fast ETL build-out. eMoney selected Looker as their business intelligence platform because Looker’s modeling layer, LookML, allows the data team to define metrics once, and then ensure anyone who explores and creates reports on their own will be using the same metric definitions, achieving their data governance requirements.

Impact #1	Improved visibility into the customer journey and experience
Impact #2	Increased internal efficiency across teams and operations
Impact #3	Achieved 100% enterprise-wide data adoption by focusing on individual team needs and implementing a hub-and-spoke data team model

Impact #1

Improved visibility into the customer journey and experience

Impact #2

Increased internal efficiency across teams and operations

Impact #3

Achieved 100% enterprise-wide data adoption by focusing on individual team needs and implementing a hub-and-spoke data team model

Benefit #1	Rapid time-to-value for the new analytics stack: Six weeks from project kickoff to production implementation

Benefit #1

Rapid time-to-value for the new analytics stack: Six weeks from project kickoff to production implementation

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Overview

eMoney Leverages Etleap and Looker to modernize financial services client experience

Operational Impact

Quantitative Benefit