Case Study: Succession Wealth improves data reporting and accuracy with Dufrain

Succession Wealth surfaces £80m FUM with Dufrain

Succession Wealth, a rapidly growing wealth management business, faced unsustainable manual data reporting processes that were inefficient, prone to error, and demotivating for its data team. They engaged the data consultancy Dufrain to help reshape their data processing architecture and automate these manual tasks.

Dufrain implemented a solution using Microsoft Azure Data Lake and Warehouse, which significantly improved data processing, reporting accuracy, and automation. This freed the data team to focus on higher-value work and enabled Succession Wealth to surface detailed insights, including £80m in Funds Under Management reported to the board.

Succession Wealth