Playlist:

What You Get With Gestalt

Dashboards

Denise Brown

on Aug 14, 2025

Pain points

Dashboards: See It All, Zoom In on Anything

Denise, our COO and head of customer success, shows how Gestalt’s Insights platform makes building dashboards both powerful and effortless. One customer created a national sales view that mapped every dealer and every loan, with the ability to zoom into any state, region, or individual dealer for instant stats. Whether you want the big picture or the smallest detail, dashboards make it easy to see what matters most.

Denise’s Dashboard Highlights:

Create interactive dashboards on the Insights platform
Visualize data across the entire country or drill down to specific locations
Instantly view detailed stats at any level
Turn complex information into clear, actionable visuals

Load Your Own

Kevin Navarre

on Aug 14, 2025

Pain points

Load Your Own: Instant Data, No Waiting

Kevin, our head of data and analytics, shares how we have retired the old ticket system for adding data to your warehouse. With Load Your Own, you can drop in marketing files, upload bureau metrics, or add that one spreadsheet to rule them all, all on your own schedule. The magic happens when your data connects and you see the full customer journey instead of scattered pieces. It is self-service, instant, and built to keep modern financial institutions ahead of the game.

Kevin’s Load Your Own Highlights:

Upload and curate data on the fly without waiting on IT
Connect data for a complete view of the customer journey
Accepts everything from marketing files to bureau metrics to single spreadsheets
Self-service approach for faster insights and agility

Data Governance

Denise Brown

on Aug 14, 2025

Pain points

Data Governance: 90% Covered, Right Out of the Box

Denise, our COO and head of customer success, explains why data governance sits at the center of every good data management strategy. Using DAMA’s international standard, we have already checked off 90% of the wheel covering architecture, modeling, interoperability, security, metadata, and more so you do not have to hire a data governance manager or build a team of stewards. All you need to do is manage your content. We will handle the rest, take the risk, and keep your data flowing smoothly.

Denise’s Data Governance Highlights:

Built on DAMA’s international data management standard
90% of the framework covered for you, out of the box
Includes architecture, modeling, interoperability, security, and metadata
Removes the need for dedicated data governance hires
Keeps your data clean, compliant, and risk free while you focus on content

Features In Process

Justin McClintick

on Aug 14, 2025

Pain points

In the Works: Smarter, Faster, More Connected

Justin, our CTO and cofounder, shares what’s fresh out of the engineering kitchen. From spotting odd trends before they snowball to pulling in more data without the duct tape, these features are built to make your team proactive instead of reactive. Because good data doesn’t just give answers—it tells you which questions to ask.

Justin’s Feature Highlights:

Anomaly detection — flags unusual activity like loan volume drops or spikes in applications
New data integrations — more sources connected in less time
Measurement baselines — track projects against goals, timelines, and trust with ease
Moves your team from guessing to knowing, and from reacting to preventing

Smartmapper

Kevin Navarre

on Aug 14, 2025

Pain points

Smartmapper: Your Data’s Matchmaker

Kevin, our head of data and analytics, breaks down how combining data from different sources used to feel like solving a Rubik’s Cube blindfolded on a unicycle. Gestalt’s Smartmapper fixes that by automatically recognizing where your source data belongs. No more mismatched fields or time-wasting manual mapping—just clean, seamless data that lets you focus on what really matters: serving your members and customers. It’s kind of like magic… except real.

Kevin’s Smartmapper Highlights:

Automatically matches source data to the right place
Cuts mapping time from months to moments
Keeps account numbers, transactions, and risk metrics perfectly aligned
Frees your team to focus on customers, not cleanup

Security

Justin McClintick

and

Jon lehman

on Aug 13, 2025

Pain points

Security Without the Sleepless Nights

Justin, our CTO and resident data vault guardian, delivers a rapid-fire crash course on keeping financial data safe. From encryption to access controls, he covers the non-negotiables. Then Jon jumps in with the good news: all that protection comes baked into Gestalt right out of the box, fully SOC 2 compliant. Homework skipped. Test aced.