Quantified Mechanix leverages advanced data analytics and AI solutions to help financial services optimize operations, reduce costs, and boost profitability. By integrating modern tools like Snowflake, dbt, and Fivetran, we deliver tailored insights and intelligent applications that streamline workflows and support smarter decision-making for better financial outcomes.
AB CarVal was in the process of launching a new investment portfolio management application and needed to build reporting and analytics that would enable data-driven investment decisions, improve risk oversight, and increase transparency for both internal and external stakeholders
Quantified Mechanix helped AB CarVal develop a detailed, well-structured data model to support broad reporting and analytics, creating a single source of truth that established trust and confidence in the data.
This foundation made it easier for leaders to rely on data when making decisions and taking action. The implementation of this strategy yielded significant improvements, including improved data integration, enhanced reporting, accuracy and compliance and data driven decision-making.
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Eric brings a unique blend of technical depth in analytics and practical understanding of business strategy. He contributed valuable insights that challenged our thinking and helped shape better outcomes. Our team found him easy to work with — approachable, engaged, and a natural fit with stakeholders across departments. I particularly appreciated his clarity and candor when offering recommendations. Eric is a trusted advisor and someone I hope to collaborate with again in the future.
IRA Financial was entering a phase of accelerated growth and needed a scalable data and application platform to support it. Their top priorities were a cloud-first infrastructure to minimize IT overhead, modern, SaaS-based applications to enable automation, innovation, and agility.
A newly appointed CEO brought in new leadership across IT, finance, operations, and marketing. Each leader was tasked with reengineering core business processes, demanding fast, secure, and reliable data access to support transformation initiatives.
We implemented a modern, cloud-native data stack that automates ingestion, integrates disparate systems, and delivers real-time insights: Azure Blob Storage acts as a landing zone for legacy data extracts.
The organization moved from manual, spreadsheet-based processes to an automated, scalable analytics platform. This transition enabled secure, enterprise-wide reporting with minimal support requirements. By leveraging modern tools, the small internal team was able to maintain current operations while building toward future capabilities. The solution ultimately served as a blueprint for analytics enablement as new systems and applications were introduced.
IRA Financial now operates on a platform that delivers enterprise-grade performance, scalability, and security. Data from cloud and legacy systems is ingested, transformed, and visualized with speed and confidence. Teams across the organization can access trusted, timely insights—without bottlenecks.
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