challenge
A top 5 US Bank was operating with an outdated Mutual Fund Screener and Portfolio Tracker that lacked modern functionality and responsive design. This legacy system was hindering their ability to provide clients with an efficient and user-friendly portfolio management experience.
solution
We replatformed our client’s Mutual Fund Screener and Portfolio Tracker with a focus on implementing a modern, responsive design for improved accessibility across devices and upgrading core features to meet current market standards and client expectations.
results
The new, modern architecture significantly improved the customer experience. The solution now allowed for better investment selection, enhanced asset details and comprehensive portfolio analysis.
Ensuring 100% Data Accuracy for a Global Tech Company
Our client, a global technology company, needed to launch an internal revenue reporting system for ingesting and tracking federal revenue data. The project required coordination across a large number of teams, ERP systems and virtual desktops, with significant manual work needed to fix data issues. Learn how we helped.
Faster AI-Powered Mortgage Origination Process for Major Bank
A large bank’s mortgage origination department struggled with a time-consuming, labor-intensive application process. Reviewing and analyzing submitted documents took too long, leading to longer processing times and limiting how many applications Document Specialists could handle. The bank sought to automate the process to improve efficiency for both employees and customers. Learn how we helped.
Scaling Dropship Operations to Increase Customer Satisfaction for Global Retailer
Our international clothing and lifestyle client saw increased demand for larger items, but their retail stores lacked storage space. They needed a dropship system that used their warehouses for storage and integrated with their existing processes and inventory system. Learn how we helped.
Unlocking Actionable Intelligence Through Data Transformation
A global payments company needed insight into how marketers were utilizing email contacts so they could convert website visitors into active users for additional revenue growth. However, this exposed long-standing technical debt in their marketing systems. Learn how we built an upgraded platform so they could make better use of their data.