The client is a prominent advisory organization offering services across transaction advisory, financial due diligence, investment assessments, and risk-focused consulting. The firm works closely with private companies, investors, and professional advisors to manage complex situations effectively. Known for its ethical approach and collaborative way of working, the client focuses on delivering clear insights and reliable guidance while always keeping client goals at the center of its work.
Additionally, the lack of a centralized view and advanced analytics in BFSI limits the client’s ability to quickly identify relevant insights. The absence of automation and centralized data access limits visibility and slows decision-making. This fragmented and unstructured data landscape increases operational effort and delays loan approval decisions, making the entire process inefficient.
- To address the challenges of manual processes, scattered data, and limited analytical capabilities, Prolim AI implemented a Snowflake solution. By data integration, combined with automated data pipelines and analytics in BFSI, we enabled faster insights.
- Unified Data Ingestion into Snowflake
We designed a unified data foundation by ingesting both structured and unstructured data into Snowflake. Structured data was extracted from Salesforce by pulling all relevant non-zero objects and applying required transformations and validations during load. For unstructured data stored in SharePoint, our team built custom ingestion pipelines to handle complex Excel files containing 80–90 sheets per file, along with PDFs, Word documents, and email files. This ensured all data was centralized, cleansed, and analytics-ready. - Structured Data Analysis with Snowflake Cortex Analyst
On top of the Salesforce datasets in Snowflake, Prolim AI implemented Snowflake Cortex Analyst to enable intelligent analysis of structured data. This allowed users to query large, multi-table CRM datasets efficiently and receive responses. Cortex Analyst reduced dependency on complex SQL queries and accelerated insight generation. - Unstructured Data Analysis using Cortex Search
Prolim AI enabled Snowflake Cortex Search on extracted SharePoint document tables to unlock insights from unstructured content. This provides semantic search capabilities across workpapers, reports, checklists, and email communications. Users could easily get relevant information without manually scanning documents, improving productivity and allowing intelligent analytics. - Analytics in BFSI with Snowflake Intelligence
Prolim AI enabled Snowflake Intelligence by combining agents for both structured and unstructured data. This layer enabled natural language querying and context-aware responses across all data sources. Users could ask business questions in plain language and receive insights that span documents, supporting faster, more informed loan approval and risk assessment decisions.
PROLIM Digital AI designed and implemented a unified data platform using Snowflake to serve as the organization’s single source of truth. Our team enabled a scalable, low-code data integration framework that enabled seamless SaaS ingestion into the Snowflake Data Cloud.
- Implemented PROLIM Digital AI Data Load Accelerator (DLA) to enable data ingestion and standardized pipeline development.
- Designed a data foundation layer aligned to the Snowflake Bronze layer, ingesting raw data without transformations to preserve source-level integrity.
- Enabled incremental data pipelines to ensure efficient, reliable, and regular data synchronization from all source systems.
- Designed the ingestion framework to be highly flexible and extensible, allowing new tables and connectors to be added with minimal effort.
- Established Snowflake as the single source of truth, supporting consistent data access across teams.
- Enabled Snowflake–Tableau integration to empower the client with organization-wide reporting and unified analytics.
- ~95% Accuracy in Insights
Achieved high accuracy and consistent results across structured and unstructured data, building trust in AI-driven and agentic analytics. - Reduction in Manual Effort
Automated data ingestion, document processing, and intelligent search eliminated extensive manual file reviews, enabling teams to focus on higher-value analysis. - Faster Decision-Making and Time Savings
Agentic analytics powered by Snowflake Intelligence accelerated insight generation and reduced analytics time. - Context-Aware Analytics
Enabled natural language querying and cross-data insights across Salesforce and SharePoint sources, delivering a scalable analytics experience.
