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
Executive summary Client: A financial fraud detection company generating around $50 million in annual revenue with approximately 200 employees. Challenge: Senior leadership lacked an integrated, real-time view of customer churn risk and ARR exposure. Fragmented...
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
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,...
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