Fintech Analytics and Cloud Modernization
Industry Sector
The Challenge
A start-up Fintech needed to design and implement custom analytics for its growing client base of investment advisors, family offices, and internal associates. The core challenge was building a secure, intuitive, and scalable web-native analytics solution that seamlessly integrated with the client’s web application. Tracking and reporting on giving history was a key part of the value proposition.
Palomar's Solution
Palomar partnered with the Co-Founder and Head of Product to Design, Build, and Deploy a suite of reports in Looker Studio Pro (LSP). The solution involved: 1. Migrating existing visualizations from Tableau to Looker Studio Pro for enhanced flexibility and features. 2. Building a back-end integrated with a PostgreSQL database, including custom SQL queries and materialized views. 3. Embedding LSP visualizations in the client-facing web app, enabling SSO (Single Sign-On) and dynamic filtering of content based on user and organization logins.
Key Results
The implemented solution provides a secure, embedded, and highly customized reporting environment for both internal and external users. This system automated and streamlined the giving process, making it easier for large donors and family offices to give more. Customer analytics became the core value proposition, which was a key differentiator in the market and contributed to the client’s subsequent acquisition by TIFIN, a major Fintech holding company.