Regional Bank Cuts Reporting Cycle from 5 Days to 4 Hours

Summary

The bank's finance team was spending five business days each month manually assembling a regulatory capital report from 12 source systems. We rebuilt the pipeline on a modern lakehouse architecture.

The Challenge

Twelve source systems with incompatible schemas, no shared data definitions, and a reliance on Excel-based reconciliation that introduced errors and consumed 200+ analyst-hours per month.

Our Solution

We designed a bronze–silver–gold medallion lakehouse on Azure Data Lake Storage Gen2, implemented dbt for modular transformation logic, and built a Power BI semantic model that the finance team could query without engineering support.

Outcomes

The monthly regulatory report now runs in under four hours on a scheduled pipeline. Error rates dropped to zero following the first full production cycle. The finance team reclaimed approximately 180 analyst-hours per month.