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Case StudyBanking & Financial Services
Regional Bank • United States

A Bank's Data,
Ready for What's Next

Years of acquisitions left a large US regional bank, approaching $100B in assets, with data scattered across disconnected systems. SunnyData unified it on Databricks, cutting data-request tickets by 65% and keeping every dataset audit-ready.

See client results
65%Fewer data-request ticketsThrough search and self-service.
57%Faster data processingQuicker answers on every request.
40%Faster change managementUsing SunnyData accelerators.
3 to 1Data warehousesOne platform for treasury, deposits, credit and customers.

Client Challenge

Growth by acquisition left data in pieces

The bank grew through acquisitions, and its data didn't grow with it. Customer data sat in disconnected systems, several data marts ran on different tools, and there was no central data lake. The bank had no single view of its customers, and reports didn't always agree.

Every data request became an IT ticket, and answers took days or weeks. Business teams started their own machine learning projects with no IT support or oversight. Regulatory requirements kept rising throughout.

TreasuryDepositsCreditCustomers Innovation: ML / AI
Illustrative

The Solution

One governed foundation for the whole bank

SunnyData moved the bank to a single Databricks platform on Azure, in phases, so the business never stopped.

Bring it together

Three data warehouses and several tools became one platform, migrated step by step with parallel testing.

Know each customer once

Profisee gives one accurate view of every customer and household.

Protect sensitive data

Informatica finds and tags personal data automatically, and Unity Catalog masks and filters it.

Control access at scale

SunnyData's access accelerator manages who sees what, by role and by attribute, and enforces the rules automatically.

What it runs on
Delta Lake One reliable copy of the data.
Unity Catalog logo
Unity Catalog Governance, lineage and access in one place.
Profisee One view of each customer and household.
Informatica Data Catalog Finds and tags sensitive data.

From Scattered to Unified

Follow the bank's data

How it works

Follow the bank's data

Foundation TreasuryDepositsCreditCustomersNew bankConnected Audit trail SourceTransformedReportAccess logged

Illustrative representation. Not client data.

1
Scattered
Data in separate systems.
2
Unified
One governed foundation.
3
Proven
Lineage and access visible for every audit.
4
Ready
New users and data sources join faster.

Illustrative representation. Not client data.

The four stages: 1, Scattered: Data in separate systems. 2, Unified: One governed foundation. 3, Proven: Lineage and access visible for every audit. 4, Ready: New users and data sources join faster.

Key Benefits Achieved

Business results, before and after

MetricBeforeAfterChange
Data requests IT tickets taking days or weeks Search and self-service 65% fewer tickets
Data processing Slow, spread across tools Faster, on one platform 57% faster
Change management Manual and slow With SunnyData accelerators 40% faster
Data platforms 3 warehouses and on-premise systems 1 platform 3 → 1
Audit readiness Scattered systems, hard to trace Real-time lineage and access records Audit-ready
Machine learning Siloed and ungoverned Documented, governed and standardized Under control

What They Can Do Now

A bank ready for the next 5 to 10 years

Grow without starting over

New users and data sources come on faster, so growth doesn't mean rebuilding.

Launch products sooner

Business teams get data in near real time and generate insights without waiting on IT.

Innovate with AI, safely

Work on risk scores, customer data and churn is documented, governed and held to ethical AI standards.

Growth through acquisition shouldn't mean data in pieces. With one governed foundation, it doesn't.

Growing faster than your data can keep up? Let's do more.

Dave Harper
Dave Harper Account Executive, Financial Services