Playlist:

Four Big Ways We Help

Overview: Four Big Ways We Help

Jon lehman

on Aug 14, 2025

Pain points

Four Pains We Solve Every Day

Jon, our head of design, breaks down the biggest data headaches we see in financial institutions and how we tackle them. From tech debt to missed growth opportunities, we group these challenges into four main buckets so we can focus on what really matters: helping you work smarter, faster, and more confidently with your data.

Our Four Pain Points:

Pain relief – fix tech debt, DIY patches, and compliance risks
Driving innovation – use data to spark growth, reduce risk, and unlock AI potential
Enhancing efficiency – cut the manual work and make data visible and usable
Maximizing profitability – get the most from every dollar, decision, and opportunity

Pain Relief

Aaron Smith

on Aug 14, 2025

Pain points

Pain Relief: Untangling the Tough Stuff

Aaron, our CRO and head of partnerships, explains how some clients come to us not just to be more efficient, but to escape the headaches of rigid, complex, or outdated systems. Maybe they built a data warehouse in the past and never saw real value. With Gestalt, we step in to manage the data side so they can finally get unstuck and start moving forward.

Aaron’s Pain Relief Highlights:

Addresses complex, inflexible, or outdated systems
Solves lingering technology pain from past projects
Helps organizations that built their own data warehouse but are not seeing value
Takes over data management so teams can focus on growth and service

Driving Innovation

Aaron Smith

on Aug 14, 2025

Pain points

Driving Innovation: Fuel for Bright Ideas

Aaron, our CRO and head of partnerships, shares how even the sharpest teams can be held back by poor data infrastructure. With a strong foundation in place, those same teams can refine risk models, test new products, and uncover new markets. At Gestalt, we make sure your data is ready to be a launchpad for innovation.

Aaron’s Driving Innovation Highlights:

Builds the solid data foundation innovation needs
Empowers teams to refine risk models and test new products
Helps identify new markets and growth opportunities
Turns data into a tool for creativity and competitive advantage

Enhancing Efficiency

Denise Brown

on Aug 14, 2025

Pain points

Enhancing Efficiency: More Done, Less Drained

Denise, our COO and head of customer success, shares two real stories of turning daily manual work into automatic wins. For one finance director, we automated investor reports and custom charge-off calculations, saving thirty minutes a day. For a collections team, we built a field to replace a manual flag and automated their workload reports, saving an hour a day. The result is the same in both cases: less time on repetitive tasks and more time for what matters most.

Denise’s Enhancing Efficiency Highlights:

Automates time-consuming daily reporting tasks
Handles complex custom calculations with ease
Creates new fields and tools to replace manual workarounds
Saves teams hours each week to focus on higher-value work

Maximizing Profitability

Denise Brown

on Aug 14, 2025

Pain points

Maximizing Profitability: Turning Data into Dollars

Denise, our COO and head of customer success, shares how one startup used Gestalt’s data environment to boost both approvals and repayment rates. Their chief risk officer tapped into Python, AI, and advanced analytics in Snowflake to segment accounts in ways that drove better credit decisions. With all their data ready and hundreds of fields at their fingertips, they turned insight into smarter policy and stronger profits.