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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 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 over 15...

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, tracking, and...

The 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 user-friendly portal....