This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

AI-Driven Proposal Automation and Digital Wallet Platform for Financial Services

sphereinc.com

Financial services

Insurance

Information technology

Key Challenges Identified

Manual proposal preparation processes causing delayed turnaround times, inconsistent quality, and limited scalability. Siloed carrier data in mixed formats (spreadsheets, PDFs, emails) increasing operational inefficiencies. Stakeholder dependency on internal teams for real-time data access. Absence of centralized self-service platform for document retrieval, communication, and portfolio visibility.

About the Client

Boutique financial firm specializing in wealth preservation, life insurance, and premium financing solutions

Project Goals

Automate proposal generation to reduce client acquisition time by 40%+
Implement standardized data integration from multiple carriers
Develop a digital wallet for real-time stakeholder access to portfolio data
Enhance client satisfaction scores through improved transparency and self-service capabilities
Increase market share through digital transformation of client onboarding processes

Core System Capabilities

AI-driven proposal generation with client profile-based recommendations
Multi-format data processor (spreadsheets/PDFs/XML) with JSON output
Role-based digital wallet with real-time portfolio tracking
Embedded messaging system for advisor-stakeholder communication
AI-powered document search with historical proposal reuse capabilities

Technology Stack Requirements

Cloud infrastructure (AWS/Azure)

AI/ML frameworks for document processing

Mobile-first application development

CRM integration middleware

Secure data normalization pipelines

System Integration Needs

SugarCRM (current) with migration path to MS Dynamics
Egnyte document management system
Carrier data APIs
Payment processing gateways
Identity management systems

Operational Requirements

High-availability architecture with 99.9% uptime SLA
Data encryption at rest and in transit
Scalable document processing pipeline
Role-based access control (RBAC)
Performance optimization for large document sets

Expected Business Impact

Projected 42% reduction in client acquisition time through automated proposal generation, 38% increase in advisor client acquisition capacity, and 50% improvement in stakeholder satisfaction scores. Digital wallet implementation expected to reduce operational overhead by eliminating 70%+ of routine data requests while enhancing client transparency and engagement.