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Impact Created

AI-Native Financial Reconciliation

Fluidata’s FDEs use AI-native accelerators to deliver quick and reliable data transformations to operationalize financial reconciliation.

Cross-Continental Expertise

Built resilient data foundations to support stringent financial, merchant, and regulatory reporting requirements for enterprises across Africa, Asia and, North America.

Quick Processing Speed

Fluidata FDEs deployed data pipelines capable of handling millions of multi-platform transactions daily without latency.

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The Challenge

A San Francisco-based financial data solutions company, providing AI-powered enterprise reconciliation software, needed to scale rapidly across multiple global markets. Their platform processed millions of multi-platform financial transactions daily, promising its customers' speed, error-free automated reconciliation, and faster financial closes. To maintain this promise at scale, the underlying data engineering processes needed to be flawless, highly resilient, and capable of integrating disparate, complex data sources in real-time.


The firm was in a critical need of:

  • A specialized partner to handle underlying data engineering requirements for an increasing number of customers.

  • Data leaders who could expertly leverage AI delivery capabilities to drive complex delivery enablement for a diverse clientele.

  • FDEs who could responsibly and consistently ease the delivery of financial solutions to clients across multiple time zones.

Fluidata's Solution

Fluidata partnered with the scale-up to build and manage dedicated Forward Deployed Engineering teams tailored specifically to the extreme demands of the financial industry. Our FDEs were embedded directly into the client's operations, adopting their stringent security and compliance protocols seamlessly.


Fluidata’s FDEs took ownership of:

  • Implementing robust data engineering solutions tailored to client requirements.

  • Building data pipelines that integrated disparate financial data sources.

  • Enabling the client’s proprietary financial platform to continuously match multi-way transactions and update ledgers continuously.

  • Standardizing the delivery structure while leveraging AI-backed delivery multipliers for faster, more reliable outcomes.

Through this strategic partnership, the fintech scale-up met critical demand needs. Our embedded team now acts as the backbone for their continuous platform implementation and growth, ensuring that as transaction volumes multiply, their solution remains accurate, compliant, and lightning-fast. The engagement allows the client to control engineering margins while aggressively expanding their enterprise customer base.

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Empowering a SF Based Financial Data Scale-up with Global Forward Deployed Engineers (FDEs)

As the fintech scale-up expanded, it needed specialized Forward Deployed Engineers (FDEs) to support complex data transformation requirements across global markets. Fluidata deployed dedicated FDEs who embedded directly into the client’s operations, taking ownership of data engineering and client delivery. This gave the scale-up the engineering capacity to scale its platform across markets while maintaining speed, accuracy, and compliance.

Technology

Simetrik, Claude CoWork, SQL

Industry

Data & AI Consulting

Partner

San Francisco-Based Financial Data Scale Up

Services

Forward Deployed Engineers (FDEs), Data Engineering, Assigned Teams

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Team Meeting Discussion

The Fluidata Impact

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