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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
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  3. Financial services
  5. CRM, Client Onboarding & Engagement Portals

CRM, Client Onboarding & Engagement Portals

Comprehensive CRM Solution for Insurance Buyout and Payment Management

Financial services

Development of a tailored CRM platform that supports client profile management, lead tracking, payment calculations, documentation storage, quotes management, and integrated communication and marketing workflows, with phased implementation to meet tight deadlines.

Cloud-based CRM platform leveraging configurable modules, Customizable UI components for extended functionalities, Automated payment calculation rules engine...
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Development of a Customer Self-Service Platform for Enhanced Leasing Management and Satisfaction

Financial services

Develop a comprehensive, customizable portal to automate customer interactions related to leasing management, including payments, balance inquiries, and contract management, integrated with existing systems.

Modern web-based architectures ensuring scalability and responsiveness, Cloud hosting environments for reliability and performance, Automated system monitoring tools for uptime and reliability
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Modern CRM and Back Office Platform for Digital Payment Service Providers

Financial services

Development of a comprehensive back office and CRM platform supporting card offer management, customer loyalty, payment processing, and third-party integrations, coupled with advanced customer-facing dashboards.

Java, HTML, CSS...
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