Snowflake · SQL Server · dbt · Fivetran · AI/ML · Financial · Commercial · CPG · Marketing

Data-Zen. When your team works with us,
your data worries disappear.

“Zen” isn’t just our name — it’s our promise. We take full ownership of your most complex data challenges so you never have to worry about pipelines, performance, or platform reliability again.

Dedicated, deeply experienced, and always at the forefront of the latest technologies — from Snowflake and dbt to Fivetran, AI/ML pipelines, and beyond. We have helped organizations across financial services, asset management, consumer goods, marketing, commercial real estate, and more build data platforms they can actually trust.

01 Integrate

Fivetran, SCD2, CDC, and custom replication from SQL Server, Bloomberg, FactSet, and custodian feeds.

02 Transform

dbt models, Snowflake Tasks, and dimensional warehouse patterns purpose-built for your industry.

03 Optimize

Snowflake credit reduction, clustering keys, query tuning, and warehouse right-sizing that actually sticks.

04 Scale

AI/ML-ready infrastructure, LLM data layers, and platforms built to grow with your ambitions.

Across industries
  • Financial Services
  • Investment Management
  • Asset & Wealth Management
  • Consumer Packaged Goods
  • Marketing & Advertising
  • Commercial Real Estate
  • Healthcare & Life Sciences
  • Retail & E-Commerce
  • Technology & SaaS
  • Media & Publishing

Services

Senior data engineering, without the enterprise overhead.

Whatever your industry, we build the systems your data teams rely on: clean pipelines, fast queries, trustworthy numbers, and platforms that hold up under business pressure, compliance scrutiny, and executive expectations alike.

01

Data Integration & Replication

Connect SQL Server, Oracle, Bloomberg, FactSet, Advent, and custodians into Snowflake using Fivetran, BCP, custom SCD2 frameworks, and CDC pipelines. Full historical load and ongoing incremental replication, with data quality checks at every stage.

  • Fivetran
  • SCD2
  • CDC
  • SQL Server
  • Snowflake
02

Snowflake Architecture & dbt Modeling

Design and build production Snowflake environments: medallion architecture, dbt transformation layers, dynamic tables, and Snowpark-powered compute. Purpose-built for AUM calculations, portfolio analytics, benchmark tracking, and investment reporting.

  • Snowflake
  • dbt
  • Snowpark
  • Data Vault
  • Medallion
03

Performance & Cost Optimization

Audit and reduce Snowflake credit consumption with warehouse right-sizing, clustering key strategy, materialization tuning, query rewrites, and task scheduling improvements. We trace every slow job to its root cause and fix it at the source.

  • Query Tuning
  • Clustering
  • Materialization
  • Cost Reduction
04

AI/ML Pipelines & Observability

Build feature engineering pipelines, LLM data infrastructure, and model serving layers in Snowflake and Azure. Deploy Streamlit dashboards for operational monitoring, data quality alerting, task health tracking, and executive-facing analytics.

  • AI/ML
  • LLM Data
  • Streamlit
  • Azure ML
  • Observability

Domain Expertise

Deep roots in data. At home in any industry.

We bring the same obsessive precision to every sector we touch. Financial data, marketing attribution, CPG supply chains, commercial operations — the tools are the same, and the standard for accuracy and reliability never changes.

Financial Services & Investment Management

AUM calculations, benchmark tracking, performance attribution, GICS classification, and portfolio reporting built directly on Snowflake. Delivered for institutional asset managers with complex multi-asset structures and zero tolerance for data error.

Consumer Packaged Goods & Retail

Unify sell-through data, inventory feeds, promotional results, and third-party distributor data into a single Snowflake environment. Build dashboards that give category managers and executives a single source of truth for sales and supply chain performance.

Marketing, Advertising & Media

Integrate ad platforms, CRM systems, web analytics, and attribution data into clean, unified pipelines. Build audience segmentation models, campaign performance dashboards, and LTV analytics that marketing teams can act on without waiting for engineering.

SQL Server to Snowflake Migration

End-to-end migration from legacy SQL Server environments into modern Snowflake architecture. Schema translation, stored procedure conversion, performance baselining, and zero-downtime cutover with documented rollback — across any industry vertical.

AI-Ready Data Infrastructure

Structure your Snowflake environment for machine learning and generative AI: feature stores, model input pipelines, training dataset generation, prediction storage, and Snowpark-based inference. The data layer your AI strategy depends on, built right the first time.

Reporting & Analytics Enablement

Power BI semantic layers, Streamlit dashboards, and self-service analytics built on curated Snowflake data. Reliable numbers, correct definitions, and documentation your analysts can use without calling engineering, regardless of your industry or data complexity.

Why Data-Zen

Dedicated. Current. Accountable. Always.

We stay obsessively current with the technologies your business depends on. When a better tool, pattern, or platform emerges, we learn it, test it, and bring it to you. That dedication is not a selling point — it is how we work.

01

Always at the cutting edge

We track every meaningful development in Snowflake, dbt, Fivetran, Azure, and AI/ML tooling. New Snowflake features, Cortex AI capabilities, dbt patterns, and emerging ELT approaches reach your environment as soon as they are production-ready.

02

Deep technical ownership

We trace issues from raw source data through every layer: ingestion, transformation, loading, rendering, and beyond. No finger-pointing, no hand-offs, no blame games. One team, full accountability.

03

Production-grade delivery

Complete, versioned, documented implementations. No loose scripts or tribal knowledge. Systems your team can operate, audit, and hand off to the next engineer without a war room session, regardless of their background.

04

Cost-aware engineering

Every Snowflake build includes a cost model. We optimize warehouse sizing, task scheduling, clustering, and materialization so your platform gets more efficient as it scales, not more expensive. Your cloud bill should go down over time, not up.

Technology

The modern data stack, mastered and continuously evolving.

We never stop learning. Every tool in our stack is one we have deployed in production, optimized under pressure, and kept current with the latest releases. When the ecosystem moves, we move with it — and bring your platform along.

Snowflake-native Tasks, Dynamic Tables, Snowpark, Cortex AI, and Data Sharing
Cloud-first Azure, Azure Data Factory, Azure ML, and Entra ID integration
AI/ML ready Feature engineering, model pipelines, and LLM data infrastructure on Snowflake
Snowflake SQL Server dbt Fivetran Azure Python Streamlit Power BI Snowpark Azure Data Factory Cortex AI SCD2 Replication Bloomberg FactSet Apache Airflow Azure ML LLM Pipelines Data Vault BCP Medallion Architecture

Engagements

Flexible engagements for the work that matters most.

Whether you need a focused Snowflake migration, ongoing platform support, or a senior engineer embedded in your team, we structure engagements around what you actually need, not a packaged service tier.

Operational support

Platform Administration

Ongoing Snowflake platform management, production monitoring, incident response, task orchestration, and performance stability for data teams that need reliable senior backup without a full-time hire.

  • Snowflake health monitoring & alerting
  • Task and pipeline failure triage
  • Runbook-driven operational support
  • Cost tracking and credit optimization

Team extension

Strategic Team Augmentation

Embedded senior engineering for financial firms that need deep technical execution without the hiring timeline, benefits overhead, or permanent headcount commitment of a full-time data engineer.

  • Snowflake architecture reviews
  • Implementation alongside your existing team
  • Executive-level data strategy guidance
  • Knowledge transfer and full documentation

Get in touch

Tell us your data problem. Any industry, any scale.

Whether you are a fund manager with a broken data pipeline, a CPG brand drowning in disconnected reporting tools, a marketing team that cannot trust their attribution numbers, or a commercial business ready to modernize its data platform — we have seen it, fixed it, and built something better in its place.

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