About Company
The client is a leading real estate investment company that provides money lending solutions to real estate investors for short-term acquisition and renovation financing. With more than 10,000 loans funded and an in-house real estate law practice, the firm offers comprehensive support for both residential and commercial assets. Operating across major U.S. metropolitan areas, it empowers investors with long-term rental strategies, real estate law practice, and end-to-end expertise.
Business Challenges
The client approached Kasmo with the need for a unified platform to ensure data accuracy, improve reporting efficiency, and gain real-time insights. Let’s take a closer look at the key challenges:
Fragmented Data Across Multiple Systems
The client faced a major challenge with fragmented data. Data was spread across Loan Origination System (LOS), Loan Servicing, Google Analytics, and NetSuite. This lack of integration created data silos, making it difficult to consolidate information for a unified business view.
Lack of Unified Data View
Due to the absence of a unified view, stakeholders lacked a single source of truth for decision-making. Disparate data sources limited visibility into loan performance, investor trends, and real-time analysis.
Lack of Timely Insights
The client’s reporting processes relied heavily on manual data extraction and reconciliation, leading to poor data quality and inaccuracies. This reduced stakeholder confidence in insights and slowed down business decision-making.
Kasmo’s Solutions
Kasmo’s Snowflake expertise helped the client overcome these challenges by implementing a unified Snowflake AI Data Cloud environment. Snowflake’s ability to eliminate silos, ensure secure data sharing, and provide AI-driven intelligence helped the client with advanced data management. Key solutions provided include:
Data Integration and Migration
- Kasmo consolidated and migrated all historical data from the Loan Origination System, Loan Servicing System, Google Analytics, and NetSuite into Snowflake’s RAW zone.
- Our team performed comprehensive validation and reconciliation to ensure the data was accurate, consistent, and trustworthy. This provides reliable information for analytics and faster decision-making.
Semantic Layer and BI Enablement
- We designed and implemented semantic business views mapped with key KPIs for Finance, Sales, and Marketing teams.
- Enabled stakeholders to access real-time, self-service insights using ThoughtSpot and AI-powered intelligence agents. This resulted in AI-driven decision-making and reduced reliance on manual reporting.
Results Achieved
By implementing the Snowflake AI Data Cloud with Kasmo’s expertise, the client achieved:
Faster Information Retrieval: The client reduced the time spent on retrieving information by 50% and can access data in seconds instead of hours. This leads to greater efficiency and productivity.
Faster Decision-making: AI-driven and real-time insights enabled the client to reduce decision-making time by 40%, improving business agility and responsiveness.
Data Accuracy: The client achieved high data accuracy through automated validation and reconciliation processes.
Self-Service Insights: Our solution provides self-service access to insights, which reduces dependency on technology teams.
Operational Efficiency: Enhanced operational efficiency through automation and AI-driven workflows.
User-friendly Analytics: Delivered a user-friendly analytics experience with natural language search, making insights easily accessible to users and stakeholders.
