Financial Services Reporting

Project Tools

  • Integration Services (SSIS)
  • Microsoft SQL Server 2012
  • SQL Server Reporting Services (SSRS)

Project Details


Customer profile

For a large local Twin Cities financial services corporation with an international presence.


Customer’s challenge

The business needed consistent profitability reports to analyze the profitability of mortgage products from a spectrum of data sources, Excel data files, SQL Server and Oracle; so the analytics team could review profitability reports for each portfolio and product.


Tail Wind offering

  • We produced the source and target mappings and the used SSIS as an ETL tool to populate the Data Warehouse with consistent, accurate and timely data.
  • We used SSRS to build monthly reports for the Analytics team.