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CRM, Client Onboarding & Engagement Portals - Cases Financial services

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AI-Driven Customer SolutionsAI-Driven Risk, Fraud & Compliance AutomationBlockchain, Cryptocurrency & DeFi SolutionsCloud Infrastructure & System ModernizationCRM, Client Onboarding & Engagement PortalsData Analytics, BI & Reporting PlatformsDigital & Mobile Banking PlatformsEnterprise & General Financial PlatformsFinancial Education & Advisory PlatformsLending, Credit & Mortgage PlatformsPayment Processing & Transaction PlatformsProcess Automation & Operational EfficiencyRegulatory Technology (RegTech) & Compliance ManagementTeam Augmentation & Specialized Development ServicesTrading & Investment Management PlatformsWeb Development, Branding & Digital Presence
  1. Industries
  3. Financial services
  5. CRM, Client Onboarding & Engagement Portals

CRM, Client Onboarding & Engagement Portals

Enterprise CRM Optimization for Large-Scale Customer Data and Interaction Management

Financial services

Develop a comprehensive CRM platform with advanced data storage, retrieval, and analysis features. Enable customization and integration with existing infrastructure to support personalized customer engagement and efficient workflows.

SQL Server Data Warehouse, CRM customization and integration platforms, API-driven data synchronization...
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Development of a Self-Service Client Communication Platform for Financial Service Providers

Financial services

Development of an integrated platform enabling clients to view account details, request support, and communicate with service representatives via multiple channels, with real-time access and self-serve capabilities.

Modern web frameworks for responsive design, Cloud-based infrastructure for scalability, API-driven architecture for integrations and modularity...
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Develop a Secure, Customizable Digital Front Office Platform for Financial Advisory Firms

Financial services

A comprehensive digital platform supporting the entire client advice lifecycle, integrating secure communication, document management, and compliance features, with a focus on personalization and ease of use.

Cloud-native scalable architecture (e.g., microservices), Secure, compliant web and mobile application frameworks, Encryption standards for data at rest and in transit...
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Development of an Automated Client Engagement and Data Management Platform

Financial services

Design and build a comprehensive system that consolidates client data, automates engagement workflows, and provides real-time analytics through an intuitive interface.

Cloud-based infrastructure for scalability and reliability, Microservices architecture for modular development and deployment, RESTful APIs for system integrations...
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Development of a Digital Omnichannel Sales and Process Automation Platform for Retail Financial Services

Financial services

Develop a centralized digital platform to orchestrate end-to-end sales, onboarding, and service processes across online and mobile channels, integrating with existing legacy systems without extensive architecture changes.

Workflow engine platform supporting process automation and orchestration (e.g., BPMN-based solution)., Java-based backend services (e.g., Java 8)., Event-driven architecture utilizing messaging systems such as Apache Kafka....
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Automated RFP and Client Engagement Platform for Insurance Sector

Financial services

A comprehensive platform enabling insurance carriers to automate client RFP creation, facilitate direct communication via email, and collect client data through interactive questionnaires.

Web-based application architecture with modular design., Scalable cloud infrastructure for storage and processing., PDF generation libraries and automation tools....
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Development of a Cloud-Integrated Customer Engagement and Data Management Platform for a Financial Services Provider

Financial services

Design and develop a comprehensive cloud-based platform comprising an AI-driven customer service chatbot, a user-friendly customer dashboard, and a secure data migration process, facilitating seamless customer interactions and efficient data handling.

Cloud platform architecture emphasizing scalability and security, AWS services including storage (S3), serverless functions (Lambda), and infrastructure as code tools (Terraform), Frontend technologies such as Angular and React for responsive user interfaces...
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Enhancing CRM and Appointment Scheduling Integration for Financial Services Firm

Financial services

Develop a secure, integrated platform that combines CRM functionalities with calendar synchronization to streamline client interactions and appointment scheduling.

.NET core, Blazor, Microsoft Outlook API or equivalent calendar integrations...
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Development of 24/7 Digital Self-Service Platform for Leasing Customers

Financial services

Development of a comprehensive online portal that enables customers to manage lease accounts, make payments, sign documents electronically, and access support anytime.

Web portal developed on a modern, scalable web framework, Cloud-based infrastructure ensuring high availability, Secure authentication protocols (e.g., OAuth 2.0, multi-factor authentication)...
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Development of a Scalable Digital Platform for Startup Capital Access

Financial services

A comprehensive digital platform offering branding, user interface, data visualization, and transaction capabilities tailored for startup financing solutions.

Modern frontend frameworks (e.g., React, Angular) for UI development, Robust backend platforms (e.g., Node.js, Python Django/Flask) for server-side operations, Design system implementation with reusable components and style guidelines...
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Modernizing Merchant Portals with Enhanced Security and Analytics for Financial Services

Financial services

Build a modern, secure, and scalable merchant portal with enhanced analytics capabilities, focusing on an intuitive UI/UX design, security enhancements, and integration of advanced analytics dashboards.

Modern web frameworks supporting responsive design, Security protocols including two-factor authentication, Analytics integration platforms (e.g., Business Intelligence dashboards)...
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Development of an Automated Online Appointment Scheduling System to Enhance Customer Service Efficiency and Safety

Financial services

Design and develop a user-friendly, fully automated online appointment scheduling system accessible directly from the client’s website, capable of matching appointments to advisor availability, supporting accessibility features like sign language options, and providing real-time updates.

Responsive web technologies (HTML5, CSS3, JavaScript frameworks), Backend API architecture with RESTful endpoints, Automated scheduling algorithms...
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