Your Data Journey Starts Here
Whether you’re drowning in spreadsheets, scaling your analytics, dabbling in AI, or contemplating the build or buy decision, Gestalt helps financial institutions turn data chaos into clarity.
Every financial institution is on a data journey. Some are just getting started, trying to escape the tyranny of Excel. Others have sophisticated teams but want to stop rebuilding infrastructure. Many more are somewhere in between, knowing they need better insights but unsure where to begin.
We’ve worked with hundreds of financial institutions including credit unions, specialty lenders, and banks at every stage of this journey. We know the questions you’re asking because we’ve asked them ourselves; our founders sat in your seat as CROs, executives, and data leaders at financial institutions.
The result: a flexible approach that meets you exactly where you are and gets you where you need to go.
Where Are You on Your Data Journey?
I Just Want Better Reports
You might be thinking:
“I spend hours every week in Excel creating reports that should be automatic.”
“What even is a data warehouse? I just need my board deck to be accurate.”
“I’m not technical, I need something that just works.”
This is your path.
I Know I Need Better Data Infrastructure
You might be thinking:
“We’ve tried to build this ourselves in the past and it’s been painful.”
“We can’t find or keep data engineers, and they’re expensive.”
“We want enterprise-grade analytics and AI without enterprise-grade headaches.”
This is your path.
I'm Considering Building This Myself
You might be thinking:
“We have or could have technical talent.”
“I’ve built data warehouses before, I know what’s involved.”
“We want flexibility to query, extend, and build ML models on our data.”
This is your path.
We Already Started Building, But Realizing Value is Still Months Away
You might be thinking:
“We’re 12 months in and still not where we expected to be.”
“Our lead data engineer just left, and took all the knowledge with them.”
“We’ve invested too much to quit, but we’re not sure how to move forward.”
This is your path.
I Provide Software to Financial Institutions
You might be thinking:
“My FI customers keep asking for better reporting and analytics.”
“I want to offer embedded analytics without building it from scratch.”
“This could be a new revenue stream for my platform.”
This is your path.
