Case Study: YipitData empowers self-service analytics with Fivetran and Databricks

YipitData transforms financial market data overload into insights

YipitData, a financial services and insurance company, needed a better way to scale analytics as it grew rapidly. Its teams were spread across dozens of Amazon Redshift clusters and struggled to share common data sets, while operational teams like Revenue Operations and Finance needed easier access to raw SaaS data for reporting and analysis.

To solve this, YipitData adopted Databricks as its lakehouse platform and used Fivetran to ingest data from 10+ SaaS sources into Databricks, including Salesforce, Marketo, NetSuite, and others. With Fivetran, the company eliminated 50+ Redshift clusters, supported 10x company growth, and enabled self-service reporting that saved Finance hours each month and reduced manual work across teams.

YipitData

Bobby Muldoon

Co-Head of Data Engineering