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Process Automation & Operational Efficiency - 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. Process Automation & Operational Efficiency

Process Automation & Operational Efficiency

Development of a Mobile Expense Management and Bill Splitting Application with Secure Payment Integration

Financial services

A comprehensive mobile platform supporting expense splitting, real-time transaction updates, personalized notifications, and seamless payment settlements via external APIs.

Mobile app development frameworks such as React Native or Flutter for cross-platform compatibility., Backend services built on cloud platforms supporting scalability (e.g., Node.js, AWS, or equivalent)., Push notification services like Firebase Cloud Messaging (FCM)....
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Development of a Secure, Real-Time Policy Management and Request Processing System

Financial services

A comprehensive, secure request and policy management system with role-based access control, real-time data updates, and an intuitive user interface for agent operations.

Microsoft .NET framework, Database triggers and replication techniques for real-time updates, Role-based access control frameworks...
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Contract Workflow Automation for Enhanced Security and Portfolio Management in Financial Services

Financial services

Development of an integrated platform supporting contract lifecycle tracking, workflow automation, advanced security protocols, role and attribute-based access controls, multi-domain management, and analytics reporting.

Cloud infrastructure platform (e.g., Amazon AWS) for deployment and scalability, Java-based application framework for core development, Security best practices and compliance adherence...
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Development of a Cross-Platform Digital Accounting Application for Small Business Credit Management

Financial services

A comprehensive mobile application suite supporting small business cash and credit management across Android and iOS, featuring multi-user transaction capabilities, offline data synchronization, automated reminders, and reporting.

Mobile development using a cross-platform framework (e.g., React Native or Flutter), Backend systems leveraging scalable microservices architecture, Analytics and logging integrated into the app for monitoring user engagement and app health...
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Development of a Global Travel and Expense Management Platform Enhancement

Financial services

Build a comprehensive platform supporting automated travel expense reporting, multi-currency support, real-time analytics, and seamless ERP integrations, adaptable to various enterprise workflows.

Java-based backend engineering, React.js for frontend development, Cloud-based scalable infrastructure
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Automated Archive Management System for Secure and Efficient Document Storage

Financial services

Development of a comprehensive warehouse management system (WMS) capable of controlling automation equipment, managing storage and retrieval, and optimizing storage layouts based on document importance and access patterns.

Warehouse management system software controlling automation hardware, Customizable software platform enabling process automation and optimization, Data analytics modules for ABC classification and storage reorganization
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Development of a Cross-Platform Digital Banking and Financial Management Application

Financial services

Development of a cross-platform mobile application offering banking, payment processing, financial management, blockchain, lending, and trading functionalities with real-time data handling and compliance features.

Cross-platform development using Flutter for consistent user experience across devices., Robust security frameworks, including encryption, sandboxing, and regular security patches., Backend support for large-scale data management and real-time processing....
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Enterprise Data Modernization and AI-Driven Process Automation for Investment Underwriting

Financial services

Development of an integrated platform that migrates existing data to the cloud, automates document verification using AI, and facilitates seamless data ingestion from multiple sources including unstructured data, thereby optimizing underwriting workflows.

Cloud computing platforms for data infrastructure (e.g., cloud storage, data lakes)., Generative AI models for document and data verification., API frameworks for seamless data ingestion from varied sources....
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Development of a Machine Learning-Based Document Compliance Assessment System

Financial services

Design a machine learning-driven platform that processes compliance documents, extracts relevant context, and assesses compliance status based on predefined standards, such as PCI DSS.

Natural Language Processing (NLP) frameworks supporting embedding models and fine-tuning (e.g., transformers)., Data cleansing and ETL pipelines for structured data preparation., Model training and deployment platforms supporting iterative development....
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Development of an Integrated Financial Management and Vehicle Data Analytics Platform

Financial services

A unified web-based platform facilitating expense tracking, financial goal management, vehicle data integration, predictive analytics, and collaborative features.

Web frameworks such as React for frontend development., Use of modern UI/UX design principles to ensure accessible and user-friendly interfaces., AI and machine learning components for expense categorization and predictive analytics....
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Development of a Visually Engaging and Secure Financial Management Platform

Financial services

Design a user-centric, interactive financial management system that offers portfolio diversification, goal setting, market trend updates, and secure data handling.

Webflow or equivalent modern web development platform for UI design, Redux and Reduxsaga for state and side-effect management, Responsive web design for cross-device usability
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Development of a Comprehensive Expense Sharing and Settlement Platform

Financial services

A comprehensive expense sharing platform enabling expense recording, automatic calculation based on customizable rules, transaction tracking, group management, receipt verification, and secure payment integrations.

Mobile development with React Native and Flutter, Backend development with Node.js, PHP, or similar frameworks, Use of RESTful API and GraphQL for integrations...
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