Lending Analytics
at Belvo
2023
Context & Opportunity
At Belvo, our core product delivered financial data through APIs and XML files — powerful for developers, but inaccessible to business stakeholders. This created delays of up to three months before decision-makers could see the value.
I led the design of a new visual reporting dashboard that transformed raw data into clear insights for non-technical users. Through research with analysts, collaboration with engineers and PMs, and testing multiple visualization options, we created an interface that prioritized clarity, localization across countries, and scalability for future data types.
Outcomes & Impact
We reduced customer onboarding time from 3 months to 1 month.
Shortened decision-making time from 3 months to 2–3 weeks by delivering a fully functional product in 1 week.
Enabled 10+ new contracts by pairing the reporting tool with Belvo’s no-code solution.
Added an export feature, allowing stakeholders to extract only relevant reports instead of manually reviewing full XML files.
Ensured scalability: while lending analytics focused on banking data, we accounted for fiscal and employment data by including empty states in the dashboard, leaving the XML format available for customers who preferred full raw datasets.
For large enterprises with complex needs, integrated reporting with Metabase supports aggregated decision-making at scale.