CRM overhaul for a banking client
Re-engineered a fragmented sales-and-service process onto a unified Salesforce org, cutting loan turnaround time by 40%.
We judge the work by what it changes for your business. Below is the kind of impact we build toward.
A note on honesty: we're a young firm building our public portfolio. The engagements below are anonymised and illustrative of the work we deliver, not borrowed logos. Yours could be the next case study here.
A few engagements that show the kind of results we build toward.
Re-engineered a fragmented sales-and-service process onto a unified Salesforce org, cutting loan turnaround time by 40%.
Replaced manual document handling with an automated, AI-assisted KYC pipeline that scales with volume.
Migrated legacy infrastructure to a scalable cloud platform with a custom analytics layer for live insight.
These figures are illustrative of the work we deliver.
Three steps from first call to a costed roadmap. You know the plan before anyone writes code.
We sit down with your team to map your goals and the day-to-day problems slowing them down.
We study how your systems work today and design the right mix of Salesforce, AI, cloud and custom development for the job.
You get a roadmap with timelines, cost estimates and the metrics we'll judge success by.
Bring us the problem. We'll bring the discovery session and a costed roadmap.