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Digitalized platform to simplify task management for financial companies in the US

Industry:Finance

Category:Software Development

Digitalized platform to simplify task management for financial companies in the US

About the case

Advisor To Do is a financial firm in the USA. As a digitalized application, we developed software for the client to reduce human errors and address common operational hurdles, such as manual task management and client-specific customization. Built over four months, this financial firm task management software aimed to make task assignments and tracking simple.

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.

The challenge: Manual hassles, missed opportunities
Digitalized manual workflows for smarter solutions

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.

Advisor To Do delivered a practical and reliable solution for task automation for the finance industry. Setting a perfect example of smart features simplifies key challenges.hello

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