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A top 5 US Bank was operating with an outdated Mutual Fund Screener and Portfolio Tracker that lacked modern functionality and responsive design.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.
Digital Transformation Catapults Global Retailer to $4 Billion Projected Revenue Boost
A leading international retailer with a multi-billion-dollar product roadmap faced significant challenges in their product development cycle. This led to a number of problems including the inability to ensure optimal ROI. Our client needed a partner to restructure their process and provide deeper insights into their product development cycle.
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.