80% Less Manual Work: Transforming Loan Management with Real-Time Data Integration
About the Company.
Global e-commerce sales are projected to surpass $6.3 trillion in 2024, highlighting a massive shift toward digital retail. As merchants scale to meet rising demand, access to fast, flexible funding has become a key enabler of growth,
Our client is a fast-growing financial services firm that provides flexible funding solutions tailored for e-commerce businesses. With a digital-first approach and a growing merchant base, the company is focused on enabling small to mid-sized online sellers to scale through quick, data-backed capital access.
With their customer base and loan volume growing rapidly, the company needed to move beyond manual processes and fragmented systems – laying the groundwork for shift toward real-time, automated loan management.
Solution Summary
Algoscale partnered with the client to implement an automated, scalable data integration and analytics solution. By connecting disparate data sources- HubSpot, Azure SQL, and Amazon S3 – into a unified platform powered by Databricks, and stored in Google Cloud’s Unity Catalog, we enabled real-time access to loan, sales, and deal performance data. The solution eliminated manual handling, modernized their reporting infrastructure, and significantly accelerated internal workflows.
Customer Challenges.
Manual Reporting Bottlenecks
Analysts spent 10-15 hours weekly downloading reports from HubSpot and uploading them into internal systems.
Siloed Data Infrastructure
Key data was fragmented across Azure SQL, Amazon S3, and HubSpot, creating delays in loan performance analysis.
Lack of Real-Time Insights
Decision-makers didn’t have access to up-to-date metrics for credit evaluations, deal statuses, or revenue trends.
Operational Inefficiency
Slow, manual processes made it difficult to to scale as the number of merchants and loan applications increased.
Outdated BI Stack
Existing dashboards were static, outdated and costly to maintain using legacy tools.
Algoscale Solution.
Automated Data Ingestion
Connected directly to the HubSpot API, enabling seamless, real-time data ingestion and eliminating the need for manual uploads.
Unified Data Platform
Leveraged Databricks to process and harmonize data from Azure SQL, Amazon S3, and HubSpot into a centralized processing environment
Centralized Storage
Stord structured data in the Unity Catalog on Google Cloud Platform (GCP), improving data governance, scalability, and accessibility
Real-Time Dashboards in Looker
Migrated from Power BI to Google Looker, enabling dynamic, drill-down dashboards with real-time refreshes.
Scalable Pipeline Architecture
Built the solution to be future-proof - scalable to accommodate growing data volume without network.
Algoscale Differentiators.
Deep Integration Expertise
Our team built robust connectors and data models to merge siloed systems with zero data loss.
Cost Optimization
Advised and executed the shift from Power BI to Looker, reducing reporting costs significantly.
Cloud-First Mindset
Designed a solution fully aligned with the client’s GCP strategy, reducing infrastructure complexity.
Real-Time Enablement
Enabled actionable insights at the speed of the business, replacing lagging indicators with live analytics.
Faster Time to Value
Delivered a production-ready solution in weeks, not months - accelerating time to insight.
Values Delivered.
80% reduction in manual effort by automating report generation and data ingestion.
30% decrease in loan processing time, improving turnaround and customer experience.
Real-time visibility into loan performance and sales metrics, driving smarter, faster decisions.
Improved scalability of internal operations, supporting rapid growth without added headcount.
40% reduction in reporting infrastructure costs by migrating from Power BI to Looker and streamlining data operations.
Technologies We Used.
A modern tech stack tailored to deliver scalable, efficient, and data-driven solutions.
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