CloverDX + FIA Tech - Scaling Data Onboarding

Case study

Discover how a global financial technology provider streamlines data onboarding for 8,000+ clients with CloverDX

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Discover how FIA Tech, a global leader in financial services, accelerated data delivery with CloverDX, empowering multiple teams to work together on the onboarding process to enable rapid, reliable data processing.

4 ways CloverDX is helping FIA Tech deliver faster,
more reliable client data at scale

A flexible platform that supports any data format and custom-coding

Non-developers can easily manage client data, without raising tickets with engineers

Shared, reusable onboarding workflows that save time and effort

A reliable, enterprise data architecture that's scalable for the future

Visual + Code

A flexible platform that supports any data format and custom-coding

CloverDX helped FIA Tech's team to automate the end-to-end process of ingesting, consolidating and transforming data from 100s of clients - replacing legacy solutions with a completely customizable tool.

Before: The team worked with rigid tools that weren't customizable enough.

After: CloverDX's flexible platform enables FIA Tech to build exactly what they need.

George Mohr, Senior Vice President and Head of Software Engineering said: — "When I saw that you could write code, I thought, now I feel comfortable that there's not a use case that'll pop up that, at least conceptually, we can't write a solution for."

Enabling less-technical users

Non-developers can easily manage client data, without raising tickets with engineers

CloverDX empowered FIA Tech’s Client Operations team to handle data transformations themselves, instead of waiting on busy engineers already focused on higher-priority projects.

Before: Reliance on engineers created frequent bottlenecks in the client data onboarding process, putting SLAs at risk.

After: A platform that's user-friendly enough for non-developers to use, keeping the process of onboarding data flowing, and delivering faster results for clients.
Debby Planer, Head of Connectivity, said: "There were nay-sayers that said 'you're not going to find the combination of performance with the ability to have non-developers use the platform. But CloverDX actually met that requirement."

Freeing up time

Shared, reusable onboarding workflows that save time and effort

With CloverDX, FIA Tech were able to create generic workflows that the less-technical Client Operations team can modify for client-specific requirements.

Before: Bespoke solutions were time-consuming to build and maintain, slowing down onboarding and making it difficult to scale.
After: A shared generic workflow reduces maintenance time, speeds up onboarding, and frees technical teams to focus on higher-value work.
Jay Thakker, Technical Lead Engineer, said: “We wanted to move away from bespoke solutions; they require a lot of human intervention. We’ve now built shared workflows that are constantly being purposefully reused. The Operations team maps clients onto their own small piece, which then gets mapped to that shared process.”

Robust, scalable foundations

A reliable, enterprise data architecture that's scalable for the future

CloverDX helped FIA Tech balance client responsiveness and engineering discipline - delivering a robust foundation to scale as the company grows.

Before: Previous tools couldn’t handle enterprise-scale requirements or meet the strict SLAs of financial and trade data.
After: CloverDX delivers a scalable, reliable architecture that supports 8,000 firms while meeting demanding SLAs with confidence.
Yossi Leon, CTO said "We're building processes that will serve us not just for the next 10 participants, but the next 100 participants."

The challenges FIA Tech were looking to solve

Balancing data delivery speed and reliability

Delivering timely, accurate data across thousands of client datasets while maintaining performance and strict SLAs.

Engineering & collaboration bottlenecks

Onboarding client data relied heavily on engineering input, causing repeated back-and-forth and slowing progress.

Limited customization couldn't handle complexity

FIA Tech's previous platform wasn't designed with advanced engineering cases in mind - as needs evolved they needed a more technically sophisticated platform.

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What we’re able to do with CloverDX is a lot better than the canned rules we had to work with before. We get a nice level of granularity where we’re not having to write completely from scratch. But we can do something specific easily.

— Chris Leigh, Connectivity Manager, FIA Tech

Improved collaboration across teams

CloverDX has enabled FIA Tech's engineering team and client operations team to work together on onboarding, ensuring both responsiveness and reliability.

Faster data processing performance

As processes became larger and more complex, the team began to encounter performance limitations with their previous solution, which wasn't built to handle such demanding use cases.

Enhanced reliability and error handling

Proactive logging and quick error recovery capabilities support demanding SLAs for mission-critical trade data.

Scalable data workflows

Thanks to reliable, accelerated onboarding FIA Tech are now able to expand operations and handle growing client demand.

Here's what the FIA Tech team had to say about their switch to CloverDX

SVP & Head of Software Engineering George Mohr

Technical Lead Engineer Jay Thakker

Connectivity Manager Raul Rodriguez

George Mohr - FIA Tech

We get the speed and scalability from the client's perspective, and the technical scalability of a good architecture. That to us is a win.

— George Mohr, Senior Vice President & Head of Software Engineering, FIA Tech

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Onboarding customer data to build travel profiles

Hundreds of thousands of customer travel profiles are brought into Flight Centre systems every year, with data
coming in from multiple different sources that needed to be consolidated and transformed.

With CloverDX as the core platform for data onboarding, the process for ingesting, consolidating and standardizing data is reliable and easier to maintain than legacy technology.

financial report

Collating internal
data for financial and
regulatory reporting

Reports need to be regularly sent to regulatory bodies and credit card companies, each one requiring a different format, and requiring pulling data from multiple internal sources.

CloverDX automatically takes data from operational data stores, transforms into the required format, and sends to, e.g. an STFP. This eliminated all the ‘boilerplate coding work’ for routine tasks that took engineering effort, and enabled large volumes of legacy code to be retired.

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Generating customer
statements

Tens of thousands of statements need to be generated for customers every night. Data needs to be pulled from internal sources; specific requirements (such as credit terms and any specific formatting requests) need to be applied for each customer; and the statement sent via email.

CloverDX runs jobs on a schedule, calls Flight Centre APIs to generate the statements, and automatically applies customer-specific formatting.

CloverDX also takes care of the email component automatically, removing engineering effort. The process now also allows non-technical users to manage statement templates without needing technical help.

Flexible handling of diverse data formats

Handle various data formats from multiple sources
Automatically detect and processes incoming files
Transform data into a standardized format for analysis or storage

Empower non-technical users across teams

User-friendly interfaces to simplify and accelerate data ingestion
Reduce reliance on engineering resources
Improve team efficiency and faster response to data delivery tasks

High performance for reliable data flows

Process data fast, regardless of source or format
Proactive monitoring and alerting to any errors
Reliably handle large data volumes so you always have accurate, timely data

Data and infrastructure under your control

Self-hosted on prem, in cloud, or hybrid
Stay in control of privacy, security and compliance

Customizable for complete flexibility

Code whenever you need
Connect to any data source with customizable components
Build custom validation and transformation rules that adapt to different sources

Frequently asked questions

Here are some common questions that you might have about how Flight Centre Corporate uses CloverDX. If you don’t see your question here - just get in touch.

Does CloverDX store customer data?

No, CloverDX doesn't store your or your customer's data. Additionally, we also don't send it anywhere without your knowledge.

Because CloverDX isn't SaaS, and is deployed completely in your infrastructure, your data is always completely under your control.

Does CloverDX offer onboarding support?

Yes. We’re here to help you get results with CloverDX from day one. Whether you're just starting a trial or already a customer, our in-house team of experts is ready to support you every step of the way. Just get in touch to learn how we can help you.

Does CloverDX also run on-premise?

Yes - you deploy CloverDX in your own infrastructure, wherever you want - whether that's in cloud or on-premise.

And CloverDX is completely platform-agnostic, so no matter where you deploy it, you can seamlessly connect to, and move data between, any on-premise and/or cloud locations.

How big is CloverDX? What do I need to host it?

CloverDX is designed to be lightweight and to fit in with your existing infrastructure. The capacity you'll need depends on your use case - we're more than happy to chat to help you establish your requirements.

How much does CloverDX cost?

Unlike some other data tools, CloverDX isn't priced by data volume. Instead it's priced based on the number of users and the server capacity you need.

We believe this helps you get predictable pricing that doesn't penalize you just because your data volumes are growing. And because CloverDX is self-hosted, you're always in control of your infrastructure costs, whether cloud-based, hybrid, or on-premise.

If you want a detailed pricing estimate based on your use case and requirements, just contact us and we can give you a more specific quote.

What kind of no-code tools can CloverDX offer my team?

CloverDX provides a suite of no-code tools that empower business users to work with data without relying on developers. For example CloverDX Wrangler lets users clean, map, and validate data using a drag-and-drop, spreadsheet-like interface. Whilst the CloverDX Data Catalog tool helps teams find, understand, and trust the data they use. And within the CloverDX Data Manager, non-technical users can run, monitor, and manage data jobs with zero to minimal coding required.

How quickly can our team start using your no-code tools?

Non-technical users typically get started with CloverDX Business Tools in a few days. However, the exact timeline can vary based on your business size and the complexity of your data infrastructure.