CRM, Client Onboarding & Engagement Portals

Design and implement a comprehensive digital solution combining experience design, software engineering, and analytics to deliver personalized, secure, and high-performance customer interactions across multiple digital channels.

Develop a multi-platform digital platform integrating B2B and B2C channels with enhanced UX/UI design, supporting secure payment processing, client onboarding, and investment management, to facilitate scalable, high-performance digital interactions.

Design and develop an integrated platform ecosystem comprising an advice letter generation tool, a staff portal, and a public website. The system should facilitate live consultation support, improve internal collaboration, and offer a modern experience for clients and staff alike.

Design and develop a comprehensive digital platform enabling fund distribution, client management, portfolio tracking, and analytics, with robust API integrations and a focus on high availability.

Design and implement a comprehensive digital solution incorporating user experience design, multi-platform app development, analytics, and integrations to support personalized customer journeys and operational efficiencies.

A digital system that tracks customer card transactions, calculates personalized savings incentives, and delivers real-time rewards to motivate savings behavior.

Develop an integrated web and mobile platform allowing clients to apply, activate, manage, and monitor multiple types of corporate credit cards, with comprehensive reporting and control features.

Design and develop two secure, scalable portals that facilitate real-time communication, automate process workflows, and integrate seamlessly with backend systems for efficient management of retirement and custody services.

Development of a comprehensive CRM platform featuring user management, campaign creation and scheduling, multi-channel communication builders, audience targeting rules, engagement forms, landing pages, analytics dashboards, and invoicing capabilities.

Development of an integrated system featuring AI-driven proposal automation, standardized data processing, a secure digital wallet for clients, and a comprehensive cloud-based document search utility.

Design a comprehensive web application that provides clients with financing options, access to leasing documents, and invoicing capabilities, thereby reducing service time and eliminating the need for physical branch visits.

Development of an integrated digital platform featuring registration, referral tracking, customizable landing pages, and seamless CRM integration to facilitate partner-driven client acquisition.