Investment Platform and CRM for Brokerage Firms
Case study · Brokerage · 2018 One Investment Platform Instead Of Excel, Emails And Multiple Systems We built the Investor Room for DM Copernicus: a platform where clients open their own account, sign their agreement, buy certificates or bonds and track their returns. About the client A Brokerage Specialising in Closed-End Funds and Corporate Bonds Copernicus Securities […]
Custom CRM for Insurance Customer Service, Complaints and Legal Cases
Case study · Life insurance A Bespoke CRM Running Customer Service, Complaints And Legal Cases For A Life Insurer How a life insurance company replaced a costly licensed CRM with its own system, built around its contact centre, complaints team and legal department. Licensed CRM Bespoke CRM Customer Agent Complaint Legal case About the client […]
Digital Tools for Life Insurance Brokers and Customers: Platform Maintenance and Development
Case study · Life insurance Digital Tools For A Life Insurer’s Brokers And Customers: Maintaining And Developing The Platform How we took over the maintenance and development of an online platform in the middle of the client’s IT restructuring, and how we continue to develop it today alongside their teams. Online portalbuilt on legacy technology […]
Online payments that shortened the path from application to policy payment
Case study · insurance & online payments Online payments that shortened the journey from application to paid-for policy An electronic payment system that lets customers pay their premium by BLIK, card or instant bank transfer — during a meeting with their agent, in the customer portal, or with a single click from a payment reminder. Standard bank transfer or cash Application […]
AI-Powered Multilingual Video Production
Case study · education & AI AI That Opened The Door To Multilingual Learning Materials How a single lecture recording became the foundation for professional learning materials in multiple languages — without bringing in translators, voice-over artists and video editors at every stage. One recordinga lecture in a single language AI Multilingual materialsready to publish PL EN DE […]
AI Estimation Tool
Case study · Manufacturing & AI Faster Quotes With AI How a global manufacturer of decorative lighting cut the time it takes to prepare a quote from weeks to seconds. Request for quoteused to take weeks AI Quote readyin seconds Materials Installation Logistics Margin About the client An International Company In The Decorative Lighting Industry The client designs and delivers […]
From ERP Constraints to Full Production Visibility: How a Rail Manufacturer Built a Custom Planning System to Optimize Rolling Stock Production
Case Study · Manufacturing From ERP Limitations to Full Production Control How a railway industry leader implemented custom planning software to optimize rolling stock manufacturing. Standard ERPplanning bottlenecks Custom Systemend-to-end control Project Name • Domain Advanced Planning System (APS) & Project Visualization (Gantt) Industry • Client Type Rolling Stock Manufacturing • Transportation Sector • Production […]
B2B Platform, PIM and Automation – How an HVAC Company Built a Modern Digital Ecosystem
HVAC B2B Platform, PIM And Automation – How HVAC Company Built A Modern Digital Ecosystem Szybkie fakty Client HVAC Distributor Project / Scope Name B2B Digital Sales Platform + PIM + ERP Integrations + Training & Certification Module Industry / Client Type Distributor of specialized HVAC equipment Client HVAC Company Polish distributor of heat pumps, […]
Phinance: CRM Evolution. From Outdated Legacy to Modern Sales Advisor
Phinance Phinance: CRM Evolution From Outdated Legacy to Modern Sales Advisor How Phinance Took Control of Sales Processes and Customer Support Quick facts Client Phinance Project Scope Implementation of Phidoradca – A Modern CRM and Sales Application INDUSTRY / CLIENT TYPE Financial Advisory / Sales & Customer Service Client Phinance is one of the largest […]
From Fragmented Sales to a Unified Ecosystem. How BART Deployed Dynamics 365 To Streamline Operations And Centralize Client Intelligence.
BART From Fragmented Sales to a Unified Ecosystem How BART Deployed Dynamics 365 To Streamline Operations And Centralize Client Intelligence. Quick facts Client BART Project Scope Dynamics CRM Implementation And Centralization Of Customer Knowledge INDUSTRY Production and distribution of raw materials for the food and pharmaceutical industry / sales and sales team Client BART is […]