Tableau

  • Optimizing Information
  • Unleashing Insights
  • Empowering Financial Futures
Enabling better interaction with data to transform your interaction with clients & prospects

Our solutions created using Tableau help you make data-backed analytical decisions. Using scored, authenticated data from multiple linked sources, we help you discover opportunities, predict outcomes, assess your performance, and get precise recommendations.

Using Tableau, we help you learn from the past, measure the present, and predict the future using predictions and insights.
Image
Data Definition & Preparation
  • list icon Identify areas of interest such as loan performance, customer segmentation, risk analysis, or portfolio management
  • list icon Collect and handle relevant, clean, organized data about loans, customer profiles, transaction history, credit scores, and such.
Image
Improved Data Visibility & Visualizations
  • list icon Carefully consider your needs to ensure you get the data visualizations that you need with borrower and loan level-of-detail
  • list iconData-based views to enable you to monitor and improve KPIs, and predict problems such as delinquent and defaulted loans
Image
Advanced Analytics & Actionable Information
  • list icon Use forecasting and trend analysis to answer business questions such as top loan types and drivers of revenue
  • list icon Build interactive dashboards in Tableau to provide a consolidated view of your lending business metrics
Image
Solution Development & Operational Support
  • list icon Carefully consider your needs to ensure you get the data visualizations that you need with borrower and loan level-of-detail
  • list icon Data-based views to enable you to monitor and improve KPIs, and predict problems such as delinquent and defaulted loans
See what FinTech Spectrum can do for you
icon
Salesforce Consulting
& Advisory
Helping you make informed decisions in this complex and ever-changing lending industry
icon
Salesforce
Implementation
Simplifying the way, you manage loans using Salesforce-enabled process flows, making lending easier.
icon
Salesforce
Development
Designing workflows to help you originate, score, decide, and document your lending deals with Salesforce.
icon
Managed
Services
Ensuring your continued wins after Salesforce implementation with streamlined loan management journeys.
Remote Salesforce Team
  • tick Salesforce Certified
  • tick Flexible
  • tick Cost Effective
Hire salesforce developer India
Hire Salesforce Developers and Hire Salesforce Admins to work remote, as dedicated Full Time or Shared resources.
Learn More arrow
Salesforce Integrations
  • tick Simplify
  • tick Automate
  • tick Accelerate Lending
Lead Aggregator
  • Integrate Phonexa with Salesforce
  • Integrate Lead Market with Salesforce
  • Integrate eBroker with Salesforce
  • Integrate Overflow with Salesforce
  • Integrate Zero Parallel with Salesforce
  • Integrate Clear Nexus with Salesforce
  • Integrate PingYo with Salesforce
Document Management
  • Integrate Conga with Salesforce
  • Integrate DocuSign with Salesforce
  • Integrate Nintex with Salesforce
  • Integrate Webmerge with Salesforce
  • Integrate A5 Doc Merge with Salesforce
Bank Data
  • Integrate Plaid with Salesforce
  • Integrate Credit Sense with Salesforce
  • Integrate Proviso with Salesforce
  • Integrate TaleFin with Salesforce
Process Mining
  • Integrate Seriously Compliant Software with Salesforce
Credit & Identity Verification
  • Integrate Equifax with Salesforce
  • Integrate Experian with Salesforce
  • Integrate Illion with Salesforce
  • Integrate DataX with Salesforce
  • Integrate Green Id with Salesforce
  • Integrate Aply Id with Salesforce
Accounting Software
  • Integrate QuickBooks with Salesforce
  • Integrate Xero with Salesforce
  • Integrate Myob with Salesforce
  • Integrate Zoho Books with Salesforce
Payment Processors & Gateways
  • Integrate Zepto Books with Salesforce
  • Integrate paypal Books with Salesforce
  • Integrate IntegraPay with Salesforce
  • Integrate Bpoint with Salesforce
  • Integrate Loan Payment Pro with Salesforce
  • Integrate Checkout with Salesforce
  • Integrate Peach Payments with Salesforce
Surveys & Email Marketing
  • Integrate Survey Monkey with Salesforce
  • Integrate Survay Vista with Salesforce
  • Integrate MailChimp with Salesforce
  • Integrate SendGrid with Salesforce
SMS communication
  • Integrate Twilio with Salesforce
  • Integrate Mogli with Salesforce
  • Integrate Solutions by text with Salesforce
  • Integrate SMS-Magic with Salesforce
Success Stories
Trusted Salesforce Partner of Lending Companies
Marquee Clients
img
Let’s Talk About You
Hire Tableau Developer
Wish to explore real datasets, bring coherence to disparate data sources and see trends with clear data visualizations? Our analysts and data scientists can enable you!
Already implemented Tableau?
Let our Team help you maximize the value of your Tableau platform investments. Get your Remote Team in India.
Get your Remote Team in India.
'