Digitalized platform to simplify task management for financial companies in the US
About the case
The challenge: Manual hassles, missed opportunities
Unstandardized workflows and manual work for management led to errors and low productivity in the client’s financial firm.
Too many tedious manual processes.
Data loss and management are at high risk.
Lack of proper process documentation.
Fixed procedures often went unchecked.
Tracking individual advisors was difficult.
Manual errors reduce work efficiency.
Digitalized manual workflows for smarter solutions
We focused on building features that made task management efficient and reduced manual work for financial firms.
Integrated Alexa for voice task automation.
Created modules for template-based task creations.
Customizable services and templates for easy oversight.
Enabled work tracker for each advisor’s tasks.
Reduced dependency on manual processes.
The measurable impact
100% reduction in manual work errors.
Improvement in task completion rates.
Decrease in process-related errors.
Task tracking improved productivity.
Established a systemized workflow.
Project Snapshot
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