10 July 2023 The Client The Client is a leading US-based Insurance Advisory and Planning firm. The Need The Client sought an automated and digitized solution to manage their death claim processing unit. The...
10 July 2023 The Client The Client is a leading Investment Management Firm based in India. The Need The Client faced challenges in managing and tracking their internal operational processes. These processes were primarily...
10 July 2023 The Client: The Client is a leading American CPA financial services firm with years of experience. The Need: The Client faced several challenges with their traditional on-premises file server. With...
10 July 2023 The Client The Client is a Leading financial services firm specializing in family wealth management. The Need The Client’s existing paper-driven and manual processes had become cumbersome and inefficient for updating,...
10 July 2023 The Client The Client is a leading financial firm specializing in alternative investments. The Need In the rapidly evolving landscape of alternate investments, our client, faced challenges with their existing data...
10 July 2023 The Client The client is a reputable wealth management firm offering comprehensive investment solutions. The Need The Client was facing the challenge of managing multiple cloud licensing systems while utilizing Google...
10 July 2023 The Client The Client is a financial services firm specializing in family wealth management. The Need The Client was using GoDaddy's email services, expressed dissatisfaction with their support services. Additionally, they...
10 June 2023 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...
10 July 2023 The Client The Client is a leading Financial Consulting and Tax Planning Company in the U.S The Need Sought to streamline their tax filing and financial consulting processes by developing a...