公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Domo BI & Analytics
- RM Analyze App
技术栈
- Business Intelligence
- Data Analytics
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
- Customer Satisfaction
技术
- 分析与建模 - 大数据分析
- 分析与建模 - 实时分析
适用行业
- 金融与保险
适用功能
- 销售与市场营销
- 商业运营
用例
- 实时定位系统 (RTLS)
- 供应链可见性(SCV)
服务
- 数据科学服务
- 系统集成
关于客户
NRL Mortgage 是一家金融服务公司,在美国 48 个州拥有 80 个分支机构。全国各地的客户都信赖该公司,以确保他们顺利购房,并精心处理每个细节。为了满足这些高期望,NRL Mortgage 依靠 Domo 和 Richey May。该公司之前使用的是专为抵押贷款行业设计的 BI 工具,但该工具无法利用其他系统(如总帐、工资单或 CRM)的数据。这一限制使 NRL Mortgage 无法做出完全知情的业务决策。该公司还难以准确跟踪哪些潜在客户来源产生了积极的投资回报率,因此很难知道将营销时间和预算投入到哪里。
挑战
NRL Mortgage 是一家在 48 个州拥有 80 个分支机构的公司,之前使用的是专为抵押贷款行业设计的 BI 工具。虽然此工具对于贷款发放系统 (LOS) 用例很有效,但它无法利用来自其他系统(如总帐、工资单或 CRM)的数据。这一限制使 NRL Mortgage 无法做出完全明智的业务决策。此外,该公司难以准确跟踪哪些潜在客户来源产生了积极的投资回报率,因此很难知道将营销时间和预算投入到哪里。该公司在跟踪贷款专员绩效和有效管理员工人数方面也面临挑战。
解决方案
NRL Mortgage 采用了 Domo 的 BI & Analytics 产品以及由 Domo 合作伙伴 Richey May 开发的 RM Analyze App。该解决方案使 NRL Mortgage 能够在其贷款发放流程、运营、营销、财务和会计中利用一流的商业智能。该公司现在可以跟踪发放成本、每位贷款人员的盈利能力、员工生产力等关键绩效指标。Domo 还帮助 NRL Mortgage 更有效地跟踪和管理其潜在客户,使该公司能够准确管理其贷款获取成本并降低开支。此外,Domo 还有助于跟踪贷款人员的绩效和管理运营,确保贷款不会在抵押贷款流程的任何阶段陷入困境。
运营影响
数量效益
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