Case Studies
Built Agent Management System using the Dynamics 365 Portal for a Prominent Insurance Company in the USA
A prominent insurance company with a vast network of agents and brokers faced challenges in managing agent performance and streamlining operations. These issues hindered productivity,...
Improved Data Management using the Salesforce Portal for a Leading UK-based Wealth Management Company
A leading wealth management firm renowned for its personalized financial advisory services faced challenges maintaining high client retention rates. This issue impacted their ability...
Claim Process Enhancement using the Salesforce Portal for a Reputed Insurance Company Based in Australia.
Our client is a big insurance company that encountered several problems in their daily operations. They struggled with high costs and inefficient communication methods within their...
Rapid Reduction of Support Ticket Backlogs Through Salesforce Portal for leading USA-based nonprofit organizations
The client is a USA based nonprofit organization committed to driving social change and community development. The customer wanted to manage their operations efficiently. With a wide-reaching...
Effective Logistics Management using Dynamics 365 Portal Solutions for Cliftons Event Management Company
Cliftons, a trailblazer in event management, specializes in orchestrating diverse events with expertise. Established and revered, the company now ventures into digital territory, aiming...