Key Highlights
- We partnered with a rapidly growing UK-based financial services firm to modernize their analytics infrastructure by deploying a secure, multi-tenant data architecture and enabling personalized, self-service insights for over 50 institutional clients.
- Using iBeam accelerators, we consolidated siloed reporting frameworks into a centralized tenant-aware data model. The platform incorporated automated pipeline orchestration, row-level security, and embedded analytics—empowering internal teams and clients to access tailored insights, reduce reporting cycles, and maintain regulatory compliance across tenants.
- This strategic modernization addressed redundant manual reporting, unlocked operational efficiency, and transformed the client experience through dynamic, self-serve data access and governance-by-design.
Problem Statement
01
Redundant Client Reporting: Bespoke reporting logic for each institutional client resulted in high manual overhead, delayed delivery, and inconsistent KPI interpretation.
02
Regulatory Compliance Complexity: Maintaining strict data isolation and audit readiness across tenants created operational drag and compliance risk exposure.
03
Limited Insight Accessibility: Client-facing teams and stakeholders were dependent on centralized IT support for routine analytics and performance reports.
Solution Overview
01
Multi-Tenant Data Architecture: Implemented a centralized, tenant-aware star schema with metadata tagging and row-level security to ensure client data isolation and scalable reporting.
02
Self-Service Analytics Enablement: Enabled business users to generate ad hoc queries, monitor KPIs, and build dashboards through a user-friendly analytics layer, minimizing IT dependency.
03
Embedded Client Dashboards: Deployed secure, branded dashboard environments for institutional clients, delivering real-time insights on portfolio performance, risk metrics, and compliance indicators.
04
Audit-Ready Compliance Framework: Established role-based access controls, audit trails, and lineage tracking aligned with SOC 2 and GDPR mandates—ensuring secure, compliant data access.
Business Impact
About The Project
This initiative enabled the financial firm to establish a future-ready analytics platform that scales with client growth, improves operational agility, and ensures data privacy at every layer. Through iBeam-powered data unification and self-service enablement, the organization transformed its reporting capabilities into a strategic asset—accelerating client onboarding, improving stakeholder intelligence, and embedding compliance into the core of its analytics infrastructure.
Testimonials of Our Happy Clients
Ken Kisner
Global Head of Digital R&D
My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.
They are incredibly competitive, but are only a fraction of the cost of US companies.
They are definitely the most professional of the foreign companies that we were looking into.
Nyswyn K.
Director of Software Development
Our journey with OptiSol has been nothing short of remarkable. For over 7 years, we have partnered with them on our digital transformation, and the results have been truly transformative.
Over the years, we have come to trust OptiSol Business Solutions as a reliable and strategic partner.
Al Bagiro
CTO, Auto Insurance Company
The AI engine was completed on time and trained to 90% accuracy. Their eagerness to learn new knowledge impressed us.
Their team is large to handle multiple projects at once, and likes to resolve challenges as well as learn new things. They also welcome regular communications, and of course, needless to say, develop everything in sprints.
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Founder, CEO, & CTO, My Equipment Library, LLC
OptiSol Business Solutions has shown youthful skill and dedication to the projects. Moreover, they have been quick to implement their solutions without sacrificing the quality of each platform.
We’re constantly impressed with their speed and quality of the development that they achieve on a consistent basis.
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Exceptional Collaboration and Expertise - A Top-Notch Partner for AI, ML, and Digital Applications.
I have had the privilege of working with an exceptional team of professionals from India on numerous AI, ML, and digital application projects. Their expertise in these domains is remarkable, and they consistently impressed us with their knowledge, resources, and innovative approach.
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CFO, Bemodo
They are very responsive and able to shift focus quickly as we have needed it for business reasons.
OptiSol Business Solutions has been great at documenting the timeline of the project. They were very responsive and were able to shift focus quickly, as well. They discuss what they’re working on without any issues. So far, there’s no need to improve their service.
