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Process Automation & Operational Efficiency - Cases Financial services

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  3. Process Automation & Operational Efficiency

Process Automation & Operational Efficiency

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Digital Transformation for Debt Advice Efficiency

Non-profit

Integrated digital ecosystem for debt advice delivery and operations management

Nuxt.js, WordPress API, Microsoft Entra ID...
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Operational Streamlining and Technology Integration for Global Forex Trading Firm

Financial services

Integrated platform for automated workflows, centralized data management, and enhanced analytics

Salesforce Platform, Microsoft Power BI, OCR APIs...
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Real-Time Trust Accounting & Asset Servicing Platform Modernization

Financial services

Modernized trust administration platform with real-time capabilities and compliance-focused features

AWS Lambda, Amazon RDS, S3 Bucket...
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Modernizing Financial Operations through Automated Workflow Solutions and PDF Generation System Overhaul

Financial services

Development of automated workflow applications and next-generation PDF generation system with full lifecycle management

Service-Oriented Architecture (SOA), Windows Communication Foundation (WCF), Model-View-Controller (MVC3)...
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Development of a Role-Based Financial Workflow Automation Platform with Integrated Document Management and E-Signature Capabilities

Financial services

Secure financial workflow automation platform with document-centric processes and compliance-driven access controls

Django, Python, PostgreSQL...
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Digital Transformation of Loan Application Process with Mobile App and Automation

Financial services

Mobile-first platform for end-to-end loan application management with automated workflows

Mobile app development frameworks (iOS/Android), Cloud-based document storage solutions, API integration capabilities...
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Development of an Automated Financial Planning and Analysis (FP&A) Platform with Excel Integration

Financial services

Build an Excel-integrated FP&A platform with automated data processing and Python-powered analytics

Python, Excel API, Cloud-based backend...
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Debt Reconciliation Automation Platform Development

Financial services

The system will automate debt reconciliation, providing an informative interface and simplified user flow, leveraging existing service experience.

Web application development framework, Database technology, Cloud infrastructure
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Order Management System & Web Portal Integration for Precious Metals Trading

Financial services

The system requires an Order Management System (OMS) integrated with a secure web portal to manage the entire order lifecycle, from client submission to accounting. It must support order creation, status updates, commission calculation, contract note generation, and data export.

ASP.NET MVC, C#, JavaScript...
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Automated Invoice Calculation Mobile Application Development

Financial services

The application must automate invoice calculation based on predefined rules and data inputs, allowing for self-service invoice processing.

Mobile development (iOS and Android), Cloud-based backend (e.g., AWS, Azure, Google Cloud), API integrations...
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Digital Platform Enhancement and Ongoing Quality Assurance for AB Bank Zambia

Financial services

The platform must support core banking functionalities accessible via mobile (Android/iOS), web, and USSD channels, including fund transfers, bill payments, loan applications, savings, and account management. Comprehensive quality assurance is required for all features and functionalities.

Mobile development (Android, iOS), Web technologies (specify framework if known), USSD protocol...
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DevSecOps Implementation and Digital Trading Platform Enhancement

Automotive

The project requires enhancements to the existing digital trading platform, including improved auction functionality, a secure user management system, and a modernized infrastructure. It needs to handle real-time data and support secure access for dealerships.

GitLab, Cloud Platform (AWS, Azure, or GCP - to be determined), Containerization (Docker, Kubernetes)...
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