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 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 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...