Case Study: Leading Financial Services Organization achieves real-time portfolio analytics and 3x cost reduction with SingleStore

Modernizing the Portfolio Management Experience to Drive Competitive Advantage

A leading financial services organization needed to modernize its portfolio management analytics, which were slowed by an expensive, complex Oracle-based architecture and batch ETL processes that couldn’t keep up with rising real-time demand. The company wanted low-latency queries, high concurrency, ANSI SQL compatibility, and Kafka integration to support portfolio optimization, risk mitigation, and more dynamic customer experiences.

The organization implemented SingleStore as a high-performance, distributed database for fast analytics, using it with Apache Kafka for real-time streaming ingestion and supporting both a data warehouse and data science sandbox. With SingleStore, the firm saw a 3x cost reduction versus Oracle, improved performance on demanding queries and concurrency tests, and expanded historical data retention from three years to five years.