Introduction
Founded in 1974, Fidelity Bank has grown rapidly across the Southeastern United States, expanding its customer base, branch network, and financial product range. As the bank scaled, its leaders needed a faster, automated way to consolidate data, eliminate departmental silos, and deliver timely reporting. WhereScape enabled Fidelity to modernise analytics and build its first enterprise data warehouse.
Pre-WhereScape Challenges
Fragmented Reporting: Departments prepared their own reports, which were then manually merged, creating delays and inconsistencies.
Lack of Historical Insight: Key source systems stored limited historical data, making trend and year-over-year analysis difficult.
Slow Response Times: Creating new reports required heavy programming effort, with turnaround times ranging from days to weeks.
Siloed Systems: With rapid growth, data became scattered across multiple systems with no central reporting infrastructure.
High Manual Overhead: Generating risk data often required reloading information from backup tapes, slowing decision-making.
Why WhereScape?
Fidelity Bank chose WhereScape automation for Teradata because it allowed a single developer to design, build, deploy, and operate the entire warehouse without hand-coding. The IT team needed fast results, minimal complexity, and a tool that would drastically shorten the data warehouse learning curve—WhereScape RED delivered exactly that.
“We chose WhereScape® automation for Teradata to automate the development, deployment and operation of the data warehouse and give IT a quick win with an optimal return on investment.”
– Eric Martz, IT Project Manager, Fidelity Bank
The Solution
Automated Warehouse Development
Using WhereScape RED for Teradata, Fidelity automated schema creation, code generation, deployment, and metadata management, enabling a lean team to build at scale.
Rapid Delivery for Risk Management
Risk reporting was selected for the first deployment, transforming a three-week manual task into an automated reporting process that delivered data far more quickly.
Single Developer Productivity
With initial guidance from WhereScape consultants, one developer built hundreds of tables, views, and workflows in four months—without prior Teradata experience.
Results
🚀 Fast Enterprise Reporting
- Report turnaround reduced from weeks to hours.
- Developers can now respond to urgent requests within the same day.
- Historical loading (1.5B rows) delivered in under six hours.
🚀 Scalable Data Foundation
- More than 4,000 landing tables built without hand-coding.
- Warehouse expanded to include loans, deposit accounts, GL, and more.
- 85 operational reports now delivered across the bank.
🚀 Improved Data Culture
- Business users shifted from “Can I get the data?” to “How fast can I get it?”
- Data warehouse is now central to analytics and decision-making.
- Five-person team supports enterprise-wide reporting with ease.
“With WhereScape RED, we could shorten the data warehouse learning curve and keep our toolset simple.”
– Eric Martz, IT Project Manager, Fidelity Bank
Expanding Across Business Domains
After the initial success in risk management, the warehouse quickly grew to serve additional departments. Loan data, account data, certificates of deposit, general ledger information, and transactional records were integrated to create a unified data foundation. This expansion positioned Fidelity Bank to deliver more complex reporting and multi-domain insights.
Building a 360-Degree Customer View
Fidelity’s latest initiative involves consolidating customer information from multiple systems to build a holistic customer profile. This 360-degree view will support customer engagement, credit risk modelling, and improved service delivery across all channels.
Automation as a Strategic Enabler
Fidelity Bank’s experience showed that automation is not only about speed—it fundamentally changed how IT resources were allocated. Rather than writing TPT scripts or DDL manually, the team focused on modelling, governance, and delivering value to stakeholders.
“With WhereScape RED, it’s a simple drag and drop and then the code is created and executed automatically.”
– Eric Martz, IT Project Manager, Fidelity Bank
