10 July 2023The 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...
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 2023The 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 2023The 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,...
10 July 2023The ClientThe Client is a leading financial firm specializing in alternative investments.The NeedIn the rapidly evolving landscape of alternate investments, our client, faced challenges with their existing data...
10 June 2023The ClientThe Client is a prominent financial portfolio management firm based in South Asia.The NeedThe client had been managing several custom portfolios within their SharePoint environment and with...
10 July 2023The ClientThe Client is a leading Financial Consulting and Tax Planning Company in the U.SThe NeedSought to streamline their tax filing and financial consulting processes by developing a...