Lakeworth Digital Inc.
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Tableau & CRM Analytics (CRMA)

From Data to Decisions That Drive Growth

Salesforce CRM Analytics (CRMA) and Tableau unlock the power of your data—but only if they’re designed with the right context. At Lakeworth Digital, we help financial institutions turn reporting into action by building analytics that are tied directly to your business goals, not just dashboards for show.

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Where We Help

CRM Analytics for Salesforce
  • Pre-built FSC dashboards for pipeline, relationships, and lending workflows.
  • Deal visibility across RMs, Credit, and Treasury.
  • Whitespace analysis to identify cross-sell and upsell opportunities.
Tableau for the Enterprise
  • Consolidate Salesforce + core banking + third-party data into a single view.
  • Executive dashboards for lending, deposits, and wealth management.
  • Portfolio and risk monitoring across business lines.
Data Strategy & Governance
  • Define KPIs and metrics that matter for financial services.
  • Ensure consistent data definitions across teams.
  • Establish governance so reports remain trusted and actionable.
Tableau & CRM Analytics
Embedded Insights
  • Bring analytics directly into Salesforce workflows.
  • Deliver role-based insights in banker consoles, portals, and service tools.
  • Reduce swivel-chair reporting by embedding Tableau or CRMA where people already work.

Why Lakeworth

Commercial Banking Accelerator

  • Financial Services First

    We know what a banker, advisor, or credit officer actually needs to see in a dashboard.

  • Outcome-Oriented

    Our focus is on adoption and decision-making, not just building pretty charts.

  • Integration Expertise

    We tie Tableau and CRMA back into your Salesforce data model, core systems, and accelerators.

  • Senior-Led Delivery

    Our analytics solutions are built and reviewed by experienced architects who’ve done this before.

Ready to See Clearly?

Turn Salesforce and banking data into insights that drive adoption, growth, and smarter decisions.

Book a Strategy Session