CRM, Client Onboarding & Engagement Portals

A comprehensive CRM enhancement that automates lead intake, assignment, communication, and reporting, with customizable interfaces and third-party integrations.

Develop a customized CRM solution that enables region-specific data management, automated lead distribution, and integrated communication workflows, leveraging advanced customization to meet diverse operational needs.

Development of a robust, scalable CRM infrastructure with advanced data archiving, a partner portal for affiliate and franchisee engagement, and integrated communication and automation tools.

Development of a unified web portal and backend systems that provide secure, responsive, and reliable access to banking services, including mortgage, savings, and loan products, with integrated performance validation.

The system must support comprehensive deal lifecycle management, real-time data access, third-party integrations, and mobile functionality, all built on a scalable architecture.

A digital platform that provides nontransactional clients with comprehensive tools to view their credit products, execute payments, and receive timely notifications, all within a secure and user-friendly environment.

Design and implement an internal message management system that offers intuitive navigation, accessible interfaces, and efficient workspace utilization, adaptable for future enhancements and integrated with existing banking systems.

Development of a comprehensive CRM platform capable of automating critical sales and customer management processes, with robust data integration, customization, and reporting functionalities.

Design and develop a digital leasing platform that allows initiation of applications from banking and partner apps, automates data collection and verification, and supports electronic signing, all integrated with relevant insurance and partner systems.

Development of a customer-centric, integrated CRM platform tailored for institutional stockbroking and investment banking workflows, supporting client engagement, communication tracking, and account management, along with supplementary conference management features.

Develop a reimagined KYC process that features user-friendly, step-by-step guidance, explanations for sensitive data requests, and automated input formatting. Incorporate a dynamic status tracking system and support features that improve user confidence and reduce errors.

Design and implement a system that facilitates the creation of detailed customer journey maps, identifies pain points, recommends process improvements, and monitors ongoing customer experience metrics across multiple channels and personas.