Lending Services Company – Building a Unified Data Platform for Finance, Marketing, and Loan Performance Analytics

Introduction

A fast-growing lending company needed a unified view of its operations across loan origination, accounting, marketing, and customer engagement. With critical data scattered across multiple systems, leadership lacked the visibility required to scale confidently, improve financial reporting, and optimize marketing performance. The organization needed a modern data platform that could centralize all business data and power accurate, timely analytics.

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The Problem (Gut-Based Decisions)

Before the engagement, teams across the business were working with fragmented and inconsistent data:

• The loan origination system ran on PostgreSQL but wasn’t connected to other business systems.
• The accounting platform stored financial data separately, limiting visibility across the loan lifecycle.
• Marketing tools held lead, conversion, and campaign data in isolation.
• Reporting required constant manual extraction and spreadsheet manipulation.
• The CFO lacked a single source of truth for financial close.
• Marketing teams and their agencies didn’t have reliable attribution or performance insights.

As a result, decisions around loan performance, cost of acquisition, marketing ROI, and financial forecasting were based on partial or outdated data.

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The Solution (How Data Changes the Game)

We built an enterprise-grade data ecosystem that unified all business-critical systems into a modern analytics platform.

1. Snowflake Data Warehouse

• Designed a clean, scalable Snowflake environment to serve as the core data hub.
• Integrated loan, financial, marketing, and customer data into a single unified model.

2. Data Integration via Stitch

• Used Stitch to extract and load data from:
  • The PostgreSQL-based loan origination system
  • The accounting platform
  • Marketing systems and ad platforms
• Ensured automated, reliable, and repeatable ingestion pipelines with minimal maintenance overhead.

3. Tableau Analytics & Dashboards

Created dashboards for multiple functions:

• Finance:
  
  • Loan performance trends
  • Revenue and interest analytics
  • Month-end close accuracy and speed
• Marketing:
  
  • Lead-to-loan funnel performance
  • Campaign attribution
  • Agency performance and ROI tracking
• Operations:
  
  • Loan processing times
  • Bottleneck identification
  • Closed-loan analysis across product types

4. Enterprise Reporting Foundation

• Delivered standardized KPIs and consistent metric definitions.
• Eliminated spreadsheet-driven reporting.
• Enabled faster and more confident decision-making across teams.

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Real-World Example (Specific Client Outcomes)

After implementation, the organization experienced transformative benefits:

• The CFO gained a single system of truth, enabling faster and more accurate financial close.
• Teams could track loan performance from origination to accounting in one unified view.
• Marketing and agency partners gained visibility into true campaign performance, improving spend efficiency.
• Operations teams could see where loans were getting stuck, enabling process improvements.
• Cross-functional leaders made strategic decisions with confidence, backed by reliable, up-to-date data.

The data warehouse became the company’s central nervous system for financial, operational, and marketing intelligence.

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Conclusion

By unifying loan origination, accounting, and marketing data into a Snowflake warehouse — integrated with Stitch and visualized in Tableau — the organization shifted from fragmented reporting to enterprise-wide analytics. The platform empowered finance, marketing, and operations with timely, accurate insights, enabling smarter decisions and supporting the company’s continued growth. What was once a siloed, manual reporting landscape became a scalable, modern data ecosystem.