On September 25, we hosted a webinar titledĀ Telling Your CDFI’s Story with Analytics + Data Visualization.
This session was hosted by Dave Soucy, Director of Services, and he was joined by Kayla Parker, Senior Business Analyst, and Nick Hyland, Data Architect.
They explored how our CDFI clients use business intelligence tools like Tableau from Salesforce and Microsoft Power BI to tackle reporting and data visualization challenges.
These tools integrate cross-departmental data from CRMs, accounting systems, loan servicing platforms, and more.
If you are ready to explore these solutions for your organization, schedule a 1:1 demo with us here.
Get the Recording + Slide Deck: