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DataClarity

Case Study: Financial Services & Holding

Unified "Single Source of Truth" for Multi-Subsidiary Consolidation

How DataClarity helped a holding group automate financial reporting across 20+ independent subsidiaries, providing instant executive clarity.

20+

Subsidiaries Integrated

100%

Automated Reporting

SSOT

Single Source of Truth

Faster

Close Cycles

The Challenge: Fragmented Visibility

Our client, a holding group managing over 20 independent subsidiaries, struggled with a severe lack of centralized financial visibility. Each entity operated autonomously, managing financial data using different ERP systems, varied file formats (spreadsheets, legacy exports), and inconsistent data quality standards.

Consolidating this information manually for group-level reporting was an immensely time-consuming process, prone to human error. This made executive decision-making slow and reactive, as leadership lacked a timely, trusted view of the entire portfolio's performance.

The Solution: Centralized Data Cloud

To address this, DataClarity built a unified Financial Data Warehouse serving as the organization's "Single Source of Truth" (SSOT). We leveraged the Snowflake Data Cloud for its robust data sharing and scaling capabilities.

  • Data Integration Strategy: We designed automated ingestion pipelines to extract data from the disparate source systems and file formats across all 20+ subsidiaries.
  • Unified Data Model: We created a standardized, conformant data model within Snowflake, mapping disparate financial accounts into a single, coherent structure.
  • Automated Quality Checks: We implemented rigorous data quality and validation rules during the ingestion process to ensure accuracy before the data reached the warehouse.
  • Business Intelligence (BI): The consolidated data was connected to a modern BI tool, providing executives with interactive, real-time dashboards for instant financial clarity across the portfolio.

Key Outcomes

Instant Clarity

Executive leadership gained immediate, trusted visibility into financial performance across the entire group portfolio.

Eliminated Manual Work

Automated consolidation replaced error-prone spreadsheet processes, saving hundreds of man-hours monthly.

Scalable Foundation

The new platform easily accommodates future M&A activities, allowing new subsidiaries to be onboarded quickly.

Technology Stack

Snowflake

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