Archives: Case Studies

Case Study
Nov 11, 2024

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.

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Case Study
Nov 8, 2024

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.

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Case Study
Nov 5, 2024

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. 

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Case Study
Nov 4, 2024

Modernized Market Data Platform Improves Customer Experience for Top 5 US Bank

A top 5 US Bank was operating with an outdated Mutual Fund Screener and Portfolio Tracker that lacked modern functionality and responsive design.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. Learn how we helped.

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Case Study
Nov 1, 2024

New Platform Unifies Sales & Trading Activities for Top 20 US Investment Bank

A top 20 US bank’s capital markets division faced challenges with manual activities for Sales & Trading operations. They lacked a unified platform for managing blotters, conducting trade reviews and calculating equity sales commissions. Learn how our experience in highly regulated industries helped them streamline their sales activities.

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Case Study
Oct 31, 2024

Creating Data-Driven Marketing Insights for Mobile Telecom Company

Our mobile telecommunications client sought to analyze marketing effectiveness by tracking overall spend, conversion rates and campaigns performance across all lines of business. However, their existing manual processes were inefficient and weren’t equipping them with the right information. They needed a data expert who could transform their metrics into actionable insights. 

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Case Study
Oct 29, 2024

Driving Additional Revenue for Global Payments Platform

Our client provides a payment platform as a service and operates in an extremely competitive environment. They were experiencing high growth, but they were struggling to onboard new customers quickly enough. They needed to rapidly overhaul their customer onboarding process for faster time to revenue.

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Case Study
Oct 25, 2024

Optimizing Patient Flow and Cross-Selling for Multi-Location Ophthalmology Practice

A multi-location ophthalmology practice needed a way to efficiently track and analyze patient flow and process performance using their existing electronic health records (EHR). They sought a comprehensive solution to visualize data and generate actionable insights to improve operations. Learn how we helped.

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Case Study
Oct 24, 2024

Master Data Management Solution Boosts Cross-Selling for Additional Revenue Growth

Our client, a growing B2B payments company, needed a more robust platform to identify and manage millions of historical payees and master new ones in real-time. Their current system’s shortcomings were leading to lost revenue, highlighting the need for a more effective monetization solution. Learn how we helped.

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Case Study
Oct 23, 2024

Agile Transformation Leads to Scalability and Growth for Leading Athleisure Company

The e-commerce team for a leading athleisure client was experiencing a number of issues hindering the scalability of their architecture. These scalability challenges were slowing their progress and preventing them from reaching their aggressive growth goals. Learn how we led our client through an Agile transformation to guide the team toward more effective outcomes.

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Case Study
Oct 21, 2024

Boosting Email Marketing Reach Through Data-Driven Optimization

A global payments company wanted to increase the percentage of prospects and users eligible for their promotional emails to boost sales conversions. Our client needed a partner with the data analysis expertise to translate the legal department’s complex mixture of geographic and consent requirements into clear identification of missed marketing opportunities among millions of website visitors.

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