Customer Stories

Captive Services for America’s Leading Direct Lender

Overview
Business Goal
Challenges
Solutions
Impacts

About the Company

A digital transformation firm focused on providing Technology Consulting, Development Centre, Captive as a Service with an innovative approach and latest technology. With both financial and technology insights, Hexaview Technologies endeavors to provide secure, optimal, and quality solutions to your unique business requirements.

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Area of Specialization: Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Our flagship Products: ReportWa, PDF Extractor, and Video Statements enable data visualization and automation in reporting as well as data extraction.

Business Goals

Our long synergy of more than six years helped us in understanding their requirements effectively.

Challenges

  • The client needed assistance in data integration and migration from Geneva and Mariana accounting systems, which could help report generation.
  • The client required support for Bond market trading applications and massive data handling through Power BI and Cloud Azure.

Solutions

  • Established a dashboard on the Cloud Azure computing platform to enhance user experience and used Power BI to slice & dice the data for better analysis.
  • Transformed their conventional data management system to Salesforce CRM to have better insight.

Impacts

  • Data Analytics became smoother.
  • Better management of bulky data through Cloud Azure and Power BI.
  • With migration towards Salesforce, our clients are now utilizing a modern & comprehensive platform.
INDUSTRY
Financial Services
COMPANY SIZE
Why Hexaview

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