CorrDyn automates the manual processes, integrates the disconnected systems, and builds the data infrastructure that financial services firms need to scale without scaling headcount.
4x
Fund growth with only 1 additional hire
19,000+
Meetings scheduled in under 30 minutes
5 yrs
Consecutive HFRX benchmark outperformance
The data problems we solve in financial services and alternative investments are specific, recurring, and well-understood from years of delivery.
Trade entry, investor reporting, research workflows, and reconciliation processes run on spreadsheets emailed between people. Every new client or fund adds linear manual work.
The CRM holds relationship data. The accounting system holds financials. The application database holds everything else. Nobody has one view of a client.
Investor reports, regulatory filings, and audit requests require pulling data from multiple systems and manually assembling it into the required format.
The fund or platform is growing but adding operations staff for every new client is not sustainable. Automation is the path, but nobody has time to build it.
How CorrDyn works with financial services and alternative investments companies.
Financial services firms, especially hedge funds, alternative investment platforms, and fintech companies, face a distinctive version of the data problem. Operations are built on spreadsheets and email. Trade entry is manual. Investor reporting is a multi-day process. CRM, financial, and application data live in separate systems with no unified view.
The firms that grow fastest are the ones that automate earliest. But financial services firms rarely have internal data teams. The CTO or head of engineering is building the product. Operations staff are doing the manual work. Nobody has capacity to build the infrastructure that would eliminate the manual work.
Process automation that removes headcount constraints. At Caption Partners, processes were Excel and email-based: manual data entry, reporting, analysis, and research. CorrDyn built custom research automation and a Trades Portal that automated trade entry and allocation. The fund quadrupled with only 2 additional staff.
CRM and financial system integration. For a financial networking platform, we built reverse ETL data pipelines synchronizing data between the CRM, accounting system, and application database. Real-time change data capture keeps all systems current. Self-service BI replaced manual data requests.
Conference and event optimization. For a financial networking platform, we built scheduling optimization that placed 19,000+ meetings in under 30 minutes, reduced walking distance between meetings by 90%, and kept unscheduled meetings below 1%.
Data infrastructure for scaling platforms. For an automotive fintech platform, we provide Data Team as a Service for a unified F&I platform serving automotive dealer groups, building data infrastructure and BI from scratch as the platform scales.
The firms we work with chose us because we deliver working software, not presentations. Caption Partners did not need a data strategy deck. They needed their trade entry automated and their research workflow rebuilt. That is the kind of work we do: specific, measurable, and directly tied to operational capacity.
Real outcomes from our financial services and alternative investments engagements.
CorrDyn built reverse ETL pipelines and a Looker BI platform for an alternative investment networking company, unifying CRM, financial, and application data.
CRM + financials + application DBsystems synchronized
Real-time CDC via Estuarydata freshness
CorrDyn built an algorithmic scheduling engine that scheduled 19,000+ meetings in under 30 minutes for a 5,000-person investment conference.
19,000+ in under 30 minutesmeetings scheduled
90%walking distance reduction
CorrDyn built automation and BI solutions for a hedge fund that outperformed its benchmark index five consecutive years.
Outperformed HFRX Global Index 5 consecutive yearsfund performance
4x over 5 yearsfund growth
The capabilities we bring to financial services and alternative investments engagements.
Custom enterprise software, ERP integration, and legacy modernization. CorrDyn builds systems your team can maintain and extend on their own.
Build reliable, cost-effective data pipelines on AWS, GCP, and Azure. CorrDyn designs and implements data infrastructure that scales.
Automate the processes that consume your team's time and resources. CorrDyn builds reliable automation that frees your people for higher-value work.
Turn data into decisions with BI platforms that your team will use. CorrDyn builds dashboards, reports, and analytics workflows.
Connect CRMs, ERPs, e-commerce platforms, and legacy systems so data flows automatically. CorrDyn builds integrations that run reliably at scale.
Get a full data team without the hiring timeline. CorrDyn embeds the specific skill sets you need and owns outcomes, not just hours.
Tools we use in financial services and alternative investments engagements.
AWS
GCP
Azure
Snowflake
BigQuery
Databricks
MotherDuck
DuckDB
Redshift
Estuary
Dagster
Fivetran
Airflow
Prefect
dbt
dlt
SQLMesh
Spark
Tableau
Looker
Power BI
Omni
Superset
Evidence
Rill Data
GrafanaTell us about your challenges. We will be honest about whether we can help.
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