Case Study: discount brokerage firm achieves daily data readiness with iCEDQ

Discount Brokerage Firm automates 200+ data quality checks with iCEDQ

The discount brokerage firm faced significant challenges due to customer data being out of sync between its source DB2 databases and its centralized Snowflake cloud. This led to tax calculation errors, compliance issues, poor customer experience, and financial risks. The firm's initial manual reconciliation attempts were costly, slow, and prone to error, necessitating an automated solution from vendor iCEDQ.

iCEDQ implemented an automated data integrity solution using over 200 rules to perform daily and weekly validation checks. This included source data validation, source-to-target reconciliation, and business validation for the Snowflake data hub. The results included enhanced efficiency and accuracy, faster rule implementation, increased data integrity, and more timely marketing initiatives, allowing the brokerage firm to greatly improve data flow reliability.

Discount Brokerage Firm