Design and maintain unified reporting that pulls from multiple systems (CRM, Accounting, Invoicing, Operational DBs, etc.) for one consistent, trusted view
Replace ad hoc, manually-synced exports with reliable, more real-time data pipelines and refresh cadences
Spend real time with customers, prospects, internal teams, and market data to find unmet needs and whitespace, especially in debt, lending, and consumer finance
Turn raw opportunities into testable hypotheses, and design lean experiments (prototypes, concierge MVPs, pilots) to validate or kill them fast