The
Overview
A financial services organization had no idea which data assets were actually valuable for AI. Wishtree performed comprehensive discovery and roadmap development across the entire enterprise.
Problem
Statement
The client had a data visibility crisis. Teams did not know what data existed across the enterprise, or which assets were valuable for AI.
Highlights
24
Redundant silos identified
Lakehouse architecture blueprint
Cloud-native data strategy
50%
Faster AI model deployment
8
Business units aligned
Data governance foundation
Agentic AI refers to autonomous, goal-driven software agents that act with
limited human input to optimize specific goals like pricing, forecast demand,
and detect fraud in real time.
About Client
A large financial services organization with data scattered across 8 business units – retail banking, wealth management, insurance, lending, and more. Each unit operated independently, with its own data warehouses, definitions, and tools.
Core Features
Enterprise data discovery
Redundancy elimination
Common data definitions
AI/ML enablement layer
Phased roadmap
Impact
- 24 redundant data silos identified and eliminated
- Unified lakehouse architecture blueprint delivered
- 50% faster deployment of AI models in Phase 2
- Data visibility achieved
- Governance established
Why Wishtree
Wishtree specializes in data strategy for financial services organizations where complexity and regulation demand rigorous, scalable approaches.
For this client, we:
- Eliminated 24 redundant silos through enterprise-wide discovery
- Delivered a unified lakehouse blueprint for cloud-native data
- Enabled 50% faster AI model deployment in Phase 2
- Aligned 8 business units around common data governance