8,000+ customers were onboarded online, manual processing was significantly reduced, and new revenue streams opened through digital acquisition with continuous availability during market hours.
All client servicing, fund recommendations, and transaction processing happened offline, limiting reach and creating operational bottlenecks. The client had no real-time visibility for investors and needed to move from manual, in-person processes to a digital platform.
We built a full-stack web and mobile platform letting customers browse funds, track portfolio performance in real time, and execute buy/sell transactions. An admin dashboard provided operational control for user management, transaction monitoring, and automated notifications, with AI-assisted personalized fund recommendations.
8,000+ customers were onboarded online, manual processing was significantly reduced, and new revenue streams opened through digital acquisition with continuous availability during market hours.
The MVP shipped for Quicklink Financial, with AI engaging and qualifying inbound leads in real time over web and SMS and routing them to booking, on a multi-tenant foundation built to scale.
View case study →Layouts fit consistently within 17.5 square feet where competitors need 20, a 10-15% material saving on every production sheet, and nesting that took hours of manual scripting now runs in the browser in seconds. Backed by a verified 5.0-star Clutch review, in an ongoing partnership.
View case study →A production-ready procurement platform delivered for IT BIDZ across a 22-month engagement, ready for supplier onboarding and market adoption. Backed by a verified 5.0-star Clutch review, in which the client called us an extension of their team.
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