by AnshumanD | Jan 31, 2025
Executive Summary Client: A financial AI services company with approximately $40M in annual revenue and 100 employees. Challenge: Sales leadership lacked a single, real-time view of mid-to-late stage opportunities. Without clear prioritization by stage, account...
by AnshumanD | Jan 31, 2025
Discover how we helped a financial fraud detection service reduce churn and sustain revenue by analyzing high-risk accounts and product usage patterns. The solution provided insights to enhance product adoption and improve customer retention. Download the case study...
by AnshumanD | Jan 25, 2025
Executive summary Client: A financial AI services firm with $40 million in annual revenue and 100 employees. Challenge: The client needed a single, executive-friendly view of project workload and resource availability. Managers lacked a fast way to match contracted...
by AnshumanD | Dec 31, 2024
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...
by AnshumanD | Dec 31, 2024
Discover how we helped a global B2B payments platform enhance data management by integrating their CRM with a data warehouse. The solution streamlined data issue tracking, reduced refresh times, and improved reliability. With simplified quality control and minimized...
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