I Just Want Better Reports
You Don’t Need to Understand Data Warehouses.
You Need Reports That Work.
As the saying goes, “Don’t tell me how the watch was built, just tell me what time it is.”
Stop spending weekends wrestling with Excel. Get accurate, regulator-ready, board-ready reports that update automatically, without hiring an additional resource.
Does this sound familiar?
I spend 10+ hours a month manually pulling data from three different systems just to create my board report.
Last month, we found an error in our loan portfolio report, after it went to the board.
When examiners ask for data, it takes us days to pull it together.
I know there’s a better way, but I don’t have IT staff to build it.
Here’s the thing: You don’t need to become a data expert. You need a partner who already is.
Why Reports Aren't Really About Reports
The Secret Nobody Tells You About “Just Getting Reports”
You might be wondering: “Why can’t I just get someone to build some reports for me? Why does everyone keep talking about data warehouses?”
Fair question. Here’s the honest answer:
Your data lives in silos.
Your core system speaks a different language from your LOS and your CRM, and each system has unique data the other systems don’t have. And none of them format data the same way. Before anyone can build you a report, someone must connect and clean all that data. That’s the hard part, and it’s invisible to you.
Most “reporting tools” skip this step.
They connect to one system and give you charts. Great, until you need to combine loan data with customer/member data with compliance data. Then you’re back in Excel. Or maybe you have all the data from all the systems dumped into a lake or common place, but they are still in different languages. So, when you put a reporting tool on top, all of the sudden you start getting different answers to the same questions.
We do the hard part for you.
Behind every beautiful, automatic report we deliver is a unified data foundation that connects ALL your systems. You never have to think about it. You just get reports that work.
Think of it this way: You don’t need to understand how your car engine works to drive to work. You just need it to start reliably every morning. That’s what we provide for your data.
What you actually get
Reports That Run Themselves
Board Decks
Automatically updated, accurate, and ready when you need them
Portfolio Dashboards
See your loan health, delinquency trends, and concentration risk at a glance
Examiner Requests
Respond in a fraction of the time with a fraction of the headache
Proof it Works
We took our reports to the next level with Gestalt. We created a portal where our dealers can see their own activity. Credit applications, new originations activity, performance of loans they booked in the portal. All of it pulling from Gestalt.
We have a report created every Monday that goes out to our executives and a version that goes to our branches at the same time. It takes four hours each Monday to create manually. Those reports are all automated now with Gestalt.
We have a number of reports we run for our senior lender every month. Gestalt is going to create those reports where we can generate them in one click. That’s the end goal, and it’s going to be hugely helpful.
As a charitable organization, we have to track statistics other lenders don’t. Gestalt helped us automate the process of understanding if applicants live in low to moderate income locations, which has increased our accuracy and our efficiency.
When no one else could, Gestalt’s professional services team created a dream dashboard where everything I wanted fit on one screen. I’m so happy, it almost brings a tear to my eye.