Snowflake Cortex AI Implementation for Financial Services Australia
EdgeRed replaced a sprawling Power BI report library with a Snowflake-native agentic analytics platform for a leading Australian Financial Services provider – so analysts can ask a question in plain English and get a governed, accurate answer instead of filing a ticket and waiting.
The Challenge
A major Australian financial services business had accumulated dozens of reporting assets over time — each created to answer a slightly different variation of the same query. The reporting environment had become sprawling and hard to maintain, and analysts and business stakeholders still couldn’t get answers at the speed the business needed.
Technology Used
- Kafka — real-time data streaming into Snowflake
- Snowflake — cloud data platform; semantic layer, business logic, and metric definitions hosted natively
- dbt — data transformation and modelling layer
- Airflow — pipeline orchestration
- Snowflake Cortex Analyst — conversational AI interface enabling plain English querying against a governed semantic model
- Power BI — legacy reporting layer; dozens of reports decommissioned upon deployment
What We Built
EdgeRed designed and built a Snowflake-native agentic analytics platform — giving analysts and stakeholders the ability to query their data in plain English through a conversational interface backed by a governed semantic layer.
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Semantic data model
A governed semantic layer built on Snowflake encoding all business rules, metric definitions and data relationships — ensuring every answer is grounded in verified business logic -
Prompt engineering & agent layer
A prompt rules framework developed to translate natural language business questions into precise, governed data queries -
Snowflake Cortex Analyst
Cortex Analyst deployed as the conversational interface — allowing analysts and business stakeholders to ask ad hoc questions and receive accurate, governed answers without writing SQL -
Report rationalisation
Reporting assets decommissioned immediately upon deployment — with structured reports retained only for recurring needs
The Outcome
Dozens of redundant Power BI reports decommissioned. One conversational interface. Analysts and executives now get instant, governed answers to ad hoc questions – without writing SQL, raising a ticket, or waiting on the data team.
EdgeRed is a certified Snowflake Partner in Australia
EdgeRed is an Australian AI and data consultancy, part of The Omnia Collective group, with teams in Sydney, Melbourne and Canberra. We are a certified Snowflake AI Data Cloud Partner in Australia — delivering Snowflake Cortex AI implementation, semantic data modelling, and agentic analytics from prototype to production. 250+ projects. 100+ clients. 100% Australian onshore team.
