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Home Insights Case Studies Microsoft

Achieving Global Data Compliance in Financial Services with Microsoft Fabric

Industry:

Financial Services

Region:

USA

Technology:

Microsoft

About the Client

This case study explores how a financial services organization based in the USA successfully addressed complex data compliance and protection challenges across more than 140 jurisdictions worldwide. By leveraging Microsoft technologies, particularly Microsoft Fabric, the organization implemented a scalable and secure solution that ensures regulatory adherence while enabling efficient data access and processing.

Challenges

Navigating data compliance across 140+ jurisdictions
Ensuring protection of sensitive financial data
Balancing accessibility with regulatory constraints

Solutions

Configured a centralized Microsoft Fabric instance to manage compliance across Europe, the Americas, Asia Pacific, and the Middle East
Segregated data into sensitive and common categories to streamline processing and access

Results

Achieved regulatory compliance across diverse legal frameworks
Reduced infrastructure complexity through centralized configuration

Read The Full Case Study

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Accelerating Workflow Efficiency Globally with Seamless ERP Enhancements

Delivering a Decade of Operational Excellence with Advanced ERP Solutions

Corporate Compliance

Delivering a Decade of Operational Excellence with Advanced ERP Solutions

Cybersecurity

Driving Operational Excellence with Oracle Fusion: Reduced Incidents, Faster C...

Securing Data & Enhancing Governance

Chemical Manufacturing

Securing Data & Enhancing Governance: How a Leading Paint Manufacturer Tr...

Corporate Services

Streamlining Financial Operations for Enhanced Compliance and Efficiency

Hospitality

Empowering Faster Decisions, Real-Time Insights and Integrated Solutions

Charity/Non-Profit

Driving Business Success with Real-Time Analytics and Cloud Solutions

Manufacturing

Streamlining Success: How Evoke Improved Efficiency and Scaled Operations

Manufacturing

Elevating Excellence: Transforming Quality Control, Training, and System Integ...

Nonprofit

Upgraded Legacy Systems for a Not-for-Profit organization using OutSystems

Empowering Corporate Services: Evoke Technologies’ Path to Operational E...

Procurement Payment Update BOT

The Intelligent Invoice Process

Non-Profit organization

Streamlining Business Processes with D365 Finance and Operations

Financial Services

A Work-from-Anywhere Possibility Brought to Perfection by AWS WorkSpaces

Hospitality

Microsoft Purview Implementation and Support

Manufacturing

Evoke Workspace Search Implementation for Manufacturing

Corporate Services

Enhancing Customer Retention Analysis with End-to-End Customer Data Solutions

Corporate Services

Empowering HR Efficiency with an Intelligent HR Policy Bot

Automobile

Accelerating Data Extraction, Enhancing Customer Experience: Sentiment Analysi...

Automobile

Enhancing Efficiency with Automation: Inventory Mapping

Corporate Service Provider

Empowering Business with Real-Time AI: Developed a SMART Website Bot for a Pro...

Automobile

Enhancing Operational Efficiency: Automated Feature Extraction from OEM Websit...

Streamlining-Operations-Dynamics-365

Product Distribution

Streamlining Operations: Dynamics 365 Business Central Upgradation for a Leadi...

Enhancing-CRM-in-Hospitality-Migration

Hospitality

Enhancing CRM in Hospitality: Migration to Microsoft Dynamics 365 CE

Transforming-Agricultural-Operations-with-Microsoft

Agriculture

Transforming Agricultural Operations with Microsoft Dynamics 365 F&O

Transforming-Business-Operations-Driving-Enterprise-Mobility

Manufacturing

Transforming Business Operations: Driving Enterprise Mobility for a Leading Ga...

Enhancing Security and Customer Satisfaction

Corporate Services

Predicting Customer Adoption of Multi-Lock Authentication and Enabling Targete...

Simplifying Inbox Management

Corporate Services

Simplifying Inbox Management: NLP – Powered Spam Detection for Enhanced Produc...

Implemented-Intune-Integration-Solution-for-a-Coatings-Company

Manufacturer

Implemented Intune Integration Solution for a Coatings Company

Implemented-ServiceNow-Integration-Platform-for-Auto-Monitoring-Deployments

Corporate Services

Implemented ServiceNow Integration Platform for Auto Monitoring, Deployments, ...

Integrated-Azure-AD-to-Enable-a-Multi-factor-and-Secure-Authentication-Platform

Manufacturer

Integrated Azure AD to Enable a Multi-factor and Secure Authentication Platfor...

Corporate Services

Customer Retention Analytics – A Three-fold Approach

implemented-intelligent-automation-to-save

Manufacturing

Implemented Intelligent Automation to Save $180K Annually for a Global Manufac...

Manufacturing

Leveraged Intelligent Automation to Streamline the PR Validation Process for a...

Manufacturing

Catering End-to-End QA Testing Services for a Global Manufacturer

Pharmaceutical

Provided End-to-End Testing Services for a Multinational Pharmaceutical Compan...

Manufacturing

Implemented Manual and Test Automation for a Global Coatings Manufacturing Com...

Public Safety

Security Assessment and AWS Gov Cloud Migration

DATA CONSOLIDATION AND DASHBOARDING USING SNOWFLAKE AND LOOKER

Corporate Services

Data Consolidation and Dashboarding Using Snowflake and Looker

Manufacturing

BI Apps Implementation & Support Using Informatica, OAC & BI Publish...

Hospitality

Enterprise Data Warehouse Migration Using Azure Synapse Analytics

FMCG

Forecasted Open Orders for a Leading FMCG Company

Media & Broadcasting

Workflow Automation Saved 60% of Manual Efforts for a Global Media Services

Corporate Services

Delivered Threat Resistance & DevSecOps Transformation Through Applicatio...

REDESIGNED-EMAIL-MARKETING-APPLICATION-THUMB

Corporate Services

Redesigned email Marketing Application

Manufacturing

Tested 20+ Applications Through Hybrid Testing Methodology

Data Consolidation using Snowflake Warehouse & Snowpipe

Manufacturing

Data Consolidation using Snowflake Warehouse & Snowpipe

Corporate Services

Customer Master Data Implementation Using Informatica MDM

Lift Truck Manufacturer

Integrations Using Informatica IICS

Manufacturing

Eliminated Defects in SAP and CPS Jobs Monitoring and Maintenance System

Automated-Complex-Certificate-of-Analysis-COA-Process-for-a-Chemical-Manufacturer

Manufacturer

Automated Complex Certificate of Analysis (COA) Process for a Chemical Manufac...

MODERNIZED-APPLICATION-DEVELOPMENT-TO-DIGITALIZE-STUDENT-LIFECYCLE-FOR-A-LEADING-EDUCATION-SERVICES-PROVIDER

Education

Modernized Application Development to Digitalize Student Lifecycle for a Leadi...

Manufacturing

Streamlined Customer Service by Implementing Multi-Pillar CRM Solution for a L...

Manufacturing

Streamlined Lead-to-Quote Process for a Leading Manufacturer Using Salesforce ...

Legal Services

Implemented Case Management Solution Powered by Salesforce Cloud and CTI for a...

Manufacturing

Implemented B2B Commerce Using Salesforce Commerce Cloud

BFSI/Mortgage

Implemented End-to-End Customer Experience Solution for a Mortgage Enterprise

Manufacturing

Implemented a Smooth Salesforce Classic to Lightning Migration for a Leading M...

Food

Automated Leads-to-Quote Process Using Salesforce CRM to Maximize ROI

Manufacturing

SAP Solution Manager Implementation for a Leading Manufacturer

Finance

Automated Credit Card Payment for a Major Finance Enterprise

Financial Services

Automating Loss Mitigation Claims Process Resulted in 80% TAT & 3X Produc...

Automating-Marketing-Leads-Mapping-for-a-Global-Manufacturer

Manufacturing

Automating Marketing Leads Mapping for a Global Manufacturer

Legal Services

Integrated Lead-to-Cash Solution Powered by Salesforce Marketing and Sales Clo...

Education/Non-profit

Leveraged CX Solutions to Improve Customer Response Time and Staff Efficiency ...

Manufacturing

Implemented SAP APO to Reduce the Lead Time Gap in Supply Chain for a Leading ...

Provided SAP ECC Application Maintenance & Support to a Global Manufacturer

Manufacturing

Provided SAP ECC Application Maintenance & Support to a Global Manufactur...

IT Services and IT Consulting

Ethical Debt Management Solution Built on Pega Collections

Site-Reliability-Engineering-SRE-Services-provided-99-system-application-stability1

Corporate Services

Site Reliability Engineering (SRE) Services Provided 99% System & Applica...

Oil & Gas

Leverage Pega to Automate Rig Operations and Proactively Reduce Incidents

Energy / Oil and Gas

Enhancing Pipeline Safety: Automating Work Permit Requests in the Oil and Gas ...

Increased-Time-to-Market-Significantly-with-Pega-Case-Management-RPA-RDA

Corporate Services

Achieved Secured Operational Workflows with 95% Higher Data Accuracy Using Peg...

Manufacturing

Provided Actionable Insights on Marketing Data with Power BI, Informatica, and...

Financial Services

Reduced Customer Onboarding Time by 50% with Unified Interface and Integrated ...

Agriculture

Harvesting Data for Better Decision Making with Advanced Data Management &...

IT Services

Candidate Sourcing with Microsoft PowerApps & AI Builder

Improved Customer Retention Rate by 50% through ServiceNow CSM Implementation

Corporate Services

Improved Customer Retention Rate by 50% through ServiceNow CSM Implementation

Financial Services

Serverless ETL Solutions with AWS

Software Development

Cloud Migration – Lift & Shift

IT Services

Intelligent App with Power Platform – AI Builder

Healthcare

Web Portal Development

Driving-Digitization-for-a-Leading-Corporate-Services-Enterprise

Corporate Services

Driving Digitization for a Leading Corporate Services Enterprise

Manufacturing

Intelligent Dashboard with Power BI – Office 365

Corporate Services

Office 365 – Custom Add-in

Hospitality

API Service Layer as Integration Layer

Oil & Gas

Support & Maintenance – Microsoft SQL Servers

Automated the tedious Data Reconciliation Process for a Global Manufacturer

Manufacturing

Automated the tedious Data Reconciliation Process for a Global Manufacturer

Hospitality

No Code Solution with Power Apps and Power Automate

Hospitality

Website Test Automation

IT Services

Employee Appreciation Process Digitized

Retail

PowerApps for Inventory Management

Mortgage Company

Functional Test Automation with Nintex RPA

Enhancing-User-Experience

Manufacturing

Enhancing User Experience: Streamlining Interactions with an Industrious Voice...

Bidding-App-Development

eCommerce

Bidding App Development

Manufacturing

Migrating On-premise E-Business Suite & Apps to Oracle Cloud

Manufacturing

Cloud Native Integration – Azure

Finance

E-Business Suite R12 Upgrade for a Leading Financial Enterprise

Insurance

End-to-End Windows Virtual Desktop (WVD) Support

Manufacturing

Project Portfolio Management

Manufacturing

ServiceNow ITSM Implementation For a Leading Manufacturer

Implemented-ServiceNow-HRSD-For-a-Leading-Manufacturer-Thumb

Manufacturing

Implemented ServiceNow HRSD for a Leading Manufacturer

Manufacturing

Oracle ERP – Application Management Support

AWS-Cloud-Migration-Thumb

Financial Services

AWS Cloud Migration

Matrimony-Mobile-App-Development

Matrimony

Matrimony Mobile App Development

modernized-app-web-portal

Matrimony

Modernized App & Web Portal Development with AWS

Enabling-Accreditation-Process

Healthcare

Enabling Accreditation Process on Web Platform

Application-Maintenance-Testing-Services-for-a-Leading-Manufacturer

Manufacturing

Application Maintenance Testing Services for a Leading Manufacturer

Corporate Services

Building an Automation Tool for a Global US-based Enterprise

Finance

Risk Modeling at Scale for Financial Portfolios

Manufacturing

Nintex Implementation for Manufacturing Industry

IT Services

Leveraging Oracle RMCS to Meet ASC 606/IFRS 15 Requirements

Food & Beverages

Application Enhancements & Migration to AWS

Healthcare

Ethereum & AWS-based Healthcare Solution

AUTOMATED-E2E-TESTING-FOR-A-LEADING-PAYROLL-ENTERPRISE

Finances

Automated E2E Testing for a Leading Payroll Enterprise

Retail Solutions

Testing Services for a CRM Application

Manufacturing

Application Development with .NET Core

Legacy-App-Modernization-with-Microsoft-NET

Manufacturing

Legacy App Modernization with Microsoft .NET

Media and Information

Developed Configurable Auto Dealers Website

Software Development

Legacy Application Refactoring & Migration to AWS

Manufacturing

Application Integration Between BPM & DB2 Database

Application-Support-Maintenance-with-Microsoft-NET

Manufacturing

Application Support & Maintenance with Microsoft .NET

Enterprise-Form-Automation-Solution

Corporate Services

Enterprise Form Automation Solution

Manufacturing

Service Bidding Platform using Microsoft Azure

Corporate Services

Blockchain Implementation for UCC Filing

Manufacturing

IT Operations and Merging Three Entities

IT Services

Hiring Interview Process Mobilized

Corporate Services

Implemented SFDC Case Management for a Major Corporate Services Provider

Corporate Services

Data Lake & Brand Protection Predictive Model

Manufacturing

Industrial Repair and Service Platform

Manufacturing

Machining Calculator Mobile App

Healthcare

Blockchain Healthcare Rewards Mobile App

Corporate Services

Visitor Management iPad App

Online Marketing

Email Marketing App Streamlined for Faster Business Growth

Manufacturing

Migrating Calibration Management Solution

Corporate Services

Built & Deployed Mobile Marketing Platform

Manufacturing

Built a Responsive Inventory Scanner Web App

Manufacturing

Digitalization of Inventory Management

Manufacturing

Engineering Design Change Order Release Process

Pharmaceutical

Accelerating Laboratory Asset Tracking

Pharmaceutical

Digitization of Drug Discovery Process

Manufacturing

B2B Crowdsourcing Platform Development

Manufacturing

Centralized Test Automation for Geographically Distributed Teams

Lotus-Notes-to-SharePoint-Migration

IT Services

Lotus Notes to SharePoint Migration

Manufacturing

Application Transformation Using Asp.Net & Azure

Advertising and Software

Web Application Rewrite using Mean Stack

Marketing Services

Web Application Re-engineered for a Real Estate Enterprise

Manufacturing

Digital Menu Dashboard for a Leading Ice-cream Franchisee

Software Development

Transforming Desktop Apps to Cloud Native

Manufacturing

Modern Point of Sale Implementation

Manufacturing

ERP Testing For a Leading Garage Door Manufacturer

Manufacturing

Shop Floor Mobile App for Automobile Color Coating Company

IT Services

Implementing iStore to Streamline B2B Operations

Real-Time Data Integration for a Leading Manufacturer

Manufacturing

Real-Time Data Integration for a Leading Manufacturer

Logistics

Shipping Automation Solutions for a Logistics Partner

Corporate Services

Reduced Regression Cycles with Quality Engineering

Manufacturing

Implementing Oracle CRM On-Demand for a Manufacturing Entity

Manufacturing

Inventory Scanner App for America’s Favorite Garage Door Manufacturer

Manufacturing

Streamlining Menu Management: An Android TV App for an Ice Cream Franchisor

Pega-RPA-e-filing-of-Good-Standing-Certificates

Corporate Services

Quickened Accurate Certificate Filings by 70% with Pega-powered RPA Automation...

Fulfillment-Process-Automation-Pega-Case-Study

Corporate Services

Fulfillment Process Automation – Pega Case Study

Digital-Transformation-of-Business-License-Process-Cycle

Corporate Services

Digital Transformation – Business License Process Cycle

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