The ClientThe Client is a leading US-based Insurance Advisory and Planning firm.The NeedThe Client sought an automated and digitized solution to manage their death claim processing unit. The firm heavily...
The ClientThe Client is a leading Investment Management Firm based in India.The NeedThe Client faced challenges in managing and tracking their internal operational processes. These processes were primarily manual, leading...
The ClientThe Client is a Leading financial services firm specializing in family wealth management.The NeedThe Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating, tracking, and...
The Client The Client is a prominent financial portfolio management firm based in South Asia. The Need The client had been managing several custom portfolios within their SharePoint environment and with an increasing...
The ClientThe Client is a leading Financial Consulting and Tax Planning Company in the U.SThe NeedSought to streamline their tax filing and boost financial consulting processes by developing a user-friendly...