Case Study: Commonwealth Financial Network advances data governance and metadata management with Atlan

Commonwealth Financial Network - Customer Case Study

Commonwealth Financial Network, a broker/dealer supporting independent financial advisors, was undergoing a major digital transformation and needed a robust data governance solution. Their data assets were siloed and documented in disparate tools like Excel, leading to inefficiencies, a lack of centralized knowledge, and adoption challenges for their new governance initiative. To tackle this, they selected Atlan's active metadata platform to provide a single source of truth for their data.

Atlan provided a centralized and intuitive data catalog that was crucial for user adoption. The solution enabled Commonwealth to move business terms and metrics out of spreadsheets, making them broadly accessible and legitimized. By centralizing documentation links and providing data lineage, Atlan immediately improved efficiency and speed to market for data initiatives. Looking ahead, Commonwealth plans to use Atlan to establish data ownership, implement quality scores, and utilize APIs, all critical steps towards their goal of becoming a more scalable, product-focused organization.

Commonwealth Financial Network

Kelsey Coffin

Senior Data Governance Manager