Financial Services Client Success Stories

Explore our success stories to see how financial service providers improved risk management,
optimized transactions, and enhanced customer trust with innovative strategies.

ML-Driven Loan Approval Scoring for Improved Conversion

Machine Learning | Financial Services

ML-Driven Loan Approval Scoring for Improv...

How a Private Bank Transformed Portfolio Management with RollUp Magic

Salesforce | Financial Services

How a Private Bank Transformed Portfolio M...

Boosting Reporting Accuracy and Decision-Making: A 20% Efficiency Gain with Salesforce Implementation

Salesforce | Financial Services

Boosting Reporting Accuracy and Decision-M...

Streamlining Call Center Operations with CTI Ninja

Salesforce | Financial Services

Streamlining Call Center Operations with C...

Streamlining KYC and Document Processing with UiPath Automation

Ui Path | Financial Services

Streamlining KYC and Document Processing w...

How a Wealth Management Firm Transformed Client Relationships with Salesforce Financial Services Cloud

Salesforce | Financial Services

How a Wealth Management Firm Transformed C...

Improving Banking Customer Support with Ksolves’ Salesforce CTI Integration

Salesforce | Financial Services

Improving Banking Customer Support with Ks...

Minimizing Financial Losses by Accelerating Fraud Detection with Data Flow Manager

Apache NiFi | Financial Services

Minimizing Financial Losses by Acceleratin...

Accelerating Risk Identification and Mitigation using Dashboard Ninja with AI

Odoo | Financial Services

Accelerating Risk Identification and Mitig...

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Date

Thursday, 29th February

Location

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Time

12:00 PM - 1:00 AEDT