The Business Challenge

A prestigious Swiss private bank operated with an internal BI team but faced critical performance bottlenecks in their complex financial models. Sluggish report rendering and query timeouts delayed crucial portfolio insights for wealth managers during high-stakes executive and client discussions.

The Solution

Sersight embedded with the bank's BI engineering team as a strategic partner and mentor:

• Architecture & DAX Optimization: Refactored complex semantic models, applying advanced DAX calculation patterns and memory optimization techniques.

• Hands-on Team Upskilling: Delivered intensive technical workshops on high-scale data modeling, VertiPaq engine tuning, and query pipeline architecture.

• Governance & Modeling Standards: Established a comprehensive data modeling framework and version control best practices for sustained team independence.

Key Results & Impact

• Sub-Second Execution: Reduced critical financial report refresh and render latency down to sub-second levels across multi-asset portfolios.

• Executive Adoption: Restored full stakeholder confidence and increased daily active usage among senior wealth advisors.

• Internal Autonomy: Upskilled internal engineers to independently maintain and build enterprise models without external vendor reliance.