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.
The firm faced challenges managing client data across multiple systems, manual financial assessment processes taking weeks to complete, inconsistent document workflows, and difficulty scaling operations with a growing advisor network. In-house development efforts proved insufficient for creating an integrated digital solution.
Australian financial advisory firm specializing in wealth management, retirement planning, and investment strategies with 300 advisors serving 10,000+ clients across 27 offices
200% increase in advisor productivity through automated workflows, 85% reduction in manual documentation time, 70% faster client onboarding process, and enhanced compliance capabilities through centralized data management. The solution will support scalable growth while maintaining strict financial industry security standards.