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
CASE STUDIES
See more case studies
AtliQ team committed to making your journey smooth, collaborative, and results-driven.
Sean Johnson-Bey
CEO, COACHEDUP
From conception to bringing the product to market, the team guided us thoroughly.
Art Powell
CEO, Trinsic Technologies
Without AtliQ, we would not have made it to where we are!
Gabriel Marrero
CEO- Yosubi
I have been working with AtliQ for almost 3 years now, & the team is simply great. They understand your need & deliver what's best for your business.”
Antonio Santana
CEO at Wellness Empowered
AtliQ team is the backbone of everything we do, blessed to have them as a part of our team
Cory Hidalgo & Lisa Hidalgo
Founders, Moon Tower Tickets
We’ve worked together on a number of initiatives, and I fully recommend them to anyone looking for AI technology development.
Vishnu Enjapoori
CEO at Saroe Inc
“AtliQ delivered all priorities timely with fluid communication. They are perfect example of how smaller businesses meet larger clients.”
Abner Larrieux
President Of AL Consulting inc
“Ever since we met them, I just feel like we’ve all been growing together and we’re going to continue to grow”.
Tahir Mansoor
CEO of Black Window Tech LLC, Texas
We faced difficulties with the website crashing and got back up with the help of Bhavin and his team. We’re extremely happy with our website; the customer...
Marina Hatzidakis
Founder of Facci Restorante, USA
“The way they’ve initiated the entire project is awesome. I must say what they’ve built for us is beyond our expectations.”
Mr. Snehal Kothari
Founder & Director of OSI Study and Immigration Consultants