Power Growth: How Data Domain Built Generate's new Data and AI Platform

In today’s fast-moving financial services landscape, having a modern, scalable data, analytics, and AI platform isn’t just important—it’s essential. When Generate Investment Management Limited (Generate)—an award-winning, Kiwi-owned wealth manager—sought to become truly data-driven, Data Domain stepped in with a solution that transformed manual reporting into automated insights, elevated productivity, and unlocked AI potential.

The Challenge: Manual Reports, Underused Data

Generate, recognised for both performance and community impact, was hampered by laborious, manual data processes and limited in-house analytics capabilities. Despite significant investment in data capture, they lacked the tools, strategy, and internal expertise to consolidate data, scale insights, or harness machine learning.

The Solution: A Modern Data & AI Platform Built for Scale

1. Strategic Assessment & Road Map

Data Domain began with proactive engagement: consulting with both business and IT stakeholders to understand pain points and future ambitions. This led to a strategic vision, use case identification, and a roadmap grounded in real-world needs.

2. Cloud-Native Architecture Design

They crafted a cloud-native data platform combining:

• Snowflake on AWS for scalable, secure data storage and compute
• Omnata for streamlined data ingestion
• dbt for transformation and orchestration of core business models
• Tableau for intuitive self-service analytics
  Governance, lineage, and access controls were embedded from day one.

3. Agile Implementation

Using a hybrid Agile/Kanban approach, Data Domain structured delivery around iterative milestones, co-developing with stakeholders to ensure relevance and value at every phase.

4. Change Management & Upskilling

To foster adoption and lasting impact, Data Domain rolled out training sessions, developed a data glossary, and produced user-friendly documentation. Executive leadership played a key role in shifting the culture toward data-led decision-making.

5. Ongoing Support & Capability Building

Beyond delivery, Data Domain helped Generate transition to a sustainable support model—covering monitoring, knowledge transfer, and continuous strategic advisory to build internal confidence and capability.

Impact: Rapid Insights, Higher Quality, AI Potential

• Instant Reporting: Executive reporting went from days of manual preparation to fully automated, near-real-time availability.
• Enhanced Productivity: The Operations team became three times more efficient, able to access and act on insights quickly.
• Data Quality Doubled: Rigorous testing and validation protocols drove a twofold improvement in data consistency and accuracy.
• Enabling AI & ML: With data now reliable and accessible, Generate unlocked new AI and Machine Learning use cases previously out of reach.
• Strengthened Partnership: The success reinforced trust, making Data Domain a long-term partner in Generate’s growing ecosystem of data initiatives.

Read the full case study here.

Why This Matters

This project highlights how a thoughtful blend of strategy, modern tooling, agile methods, and change management can transform an organisation’s data maturity. Generate’s leap from manual reporting to automated insight-making—and from siloed data to AI readiness—is a powerful example of effective digital transformation.

Ready to Begin Your Data Journey?

If your organisation is aiming to centralise data, elevate analytics, or explore AI applications:

1. Assess your data landscape and business needs.
2. Design a scalable, governance-built architecture.
3. Implement iteratively with clear, stakeholder-aligned milestones.
4. Uplift internal capacities with training, documentation, and culture shifts.
5. Partner for ongoing support and innovation.

Data Domain’s engagement with Generate is a proven model—strategic, scalable, and forward-looking.