Optimized Portfolio Strategy

Optimized Portfolio Strategy

Learn how we helped a private lending company optimize portfolio management with a custom-built dashboard. The solution evaluated loan performance, monitored key risk indicators, and analyzed trends to refine lending strategies. By improving risk management and cash...
Optimized Data Transfer for Better Business Performance

Optimized Data Transfer for Better Business Performance

We Helped a Global B2B Platform Achieve a 90% Efficiency Gain by Integrating CRM Data with Snowflake Executive summary Client: Global B2B payments platform, 1M+ customers in 100+ countries Challenge Faced by Client:The company recently adopted a new CRM. However,...
Harnessing Net Promotor Score for Customer Loyalty

Harnessing Net Promotor Score for Customer Loyalty

Executive summary Client: Global B2B payments platform, 1M+ customers in 100+ countries Challenge Faced by Client: Net Promoter Score (NPS) had steadily declined for last  quarter, signaling growing dissatisfaction. Leadership lacked visibility into which customer...
End Application Bottlenecks, Enhance Team Performance

End Application Bottlenecks, Enhance Team Performance

Discover how we helped a financial services company streamline their application process with a custom dashboard. The solution tracked applications from intake to issuance, monitored weekly progress, and identified processing bottlenecks. By improving team performance...