by AnshumanD | Feb 3, 2025
Executive Summary Client: Mid-sized AI finance solutions provider ($50M annual revenue, ~200 employees) Challenge: Fragmented reporting led to missed sales targets and unreliable forecasting; sales leaders lacked visibility into bookings, renewals, and opportunity...
by AnshumanD | Feb 3, 2025
Discover how we helped a private lending company gain control over loan servicing health. The dashboard enabled real-time monitoring of overall loan performance, delinquency management, and escrow balance tracking. With these insights, the company effectively...
by AnshumanD | Feb 3, 2025
Explore how we helped a private lending company enhance employee performance management. The dashboard provided a comprehensive view of overall employee performance, tracked goal achievement, and streamlined incentive management. These insights led to improved...
by AnshumanD | Feb 2, 2025
Discover how we helped a private lending company refine its loan origination strategy by tracking key metrics and identifying the most effective lead sources. The dashboard provided real-time insights into marketing ROI, enabling the company to optimize...
by AnshumanD | Feb 2, 2025
Executive Summary Client: US-based AI Finance Solutions Provider with annual revenue of about $50M annual revenue and 200 employees. Challenge: Incomplete visibility into opportunity stages, stagnant pipeline entries, and unpredictable closures. Tools: Tableau, Excel,...
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