Case Study: eMoney modernizes client experience and achieves enterprise-wide data adoption with Looker

eMoney leverages Etleap and Looker to modernize financial services client experience

eMoney Advisor provides financial planning technology used by more than 70,000 advisors to serve over 4 million households. To deliver a unified, client‑first experience the company confronted fragmented data across on‑prem and cloud systems, slow analytics, and stringent security and governance requirements — all while needing rapid ramp time, minimal additional headcount, and broad data self‑service for internal users.

eMoney implemented a secure cloud analytics stack—running Etleap for managed ETL into Amazon Redshift inside their AWS VPC and Looker for governed BI (LookML)—to centralize data and enable self‑service. The solution went to production in six weeks, reached 100% enterprise‑wide adoption within a year, improved visibility into the customer journey, automated FP&A processes, boosted operational efficiency, and runs with only two people managing the stack.

eMoney

Alicia Minella

Data and Analytics Manager