Driving Lending Insights Through BI & Analytics for a US-based Lender
Client Organization
Our client, a prominent player in the Small and Midsize Enterprise (SME) financing space, boasts over two decades of experience providing swift capital and top-tier service. Their core mission is to make funding simple, offering a mix of self-service options and expert guidance. They see themselves as a committed partner to their clients’ long-term success and growth, understanding that a small business’s lifeline is its ability to access capital quickly and reliably.
Project Brief
The overarching goal was to shift the client from reacting to data to proactively acting on insights. We were tasked with building a robust Business Intelligence (BI) and Analytics framework, specifically around their loan portfolio performance, renewal strategies, and third-party broker effectiveness. The vision was to transform raw data into a strategic asset, ensuring every decision, from risk modeling to sales strategy, was grounded in solid evidence.