CASE STUDIES

Our Work.

Category:
All Wealth Management Lending Banking Insurance Financial Services Real Estate Other
NYMBUS
Banking

NYMBUS

Strengthening modern banking implementation through strategic partnership
NEWITY
Lending

NEWITY

Reimagined member portal dashboard for loan servicing startup
Codat
Banking

Codat

Interactive demo showcases revenue-based lending capabilities of universal API
Meriwest Credit Union
Banking

Meriwest Credit Union

UX audit and user research increases account opening conversions by 30% for a credit union
alooola
Wealth Management

alooola

Mobile app design and DriveWealth Integration to Launch Robo-Advisor
Sage Equity Partners
Wealth Management

Sage Equity Partners

Website UX design/development and WealthBlock Integration for launch crowdfunding platform
BlueStar Retirement
Wealth Management

BlueStar Retirement

Launching an APEX-Powered 401k Robo-Advisor mobile app that helps users prepare for retirement
Church Extension Plan
Wealth Management

Church Extension Plan

Mobile App design helps financial nonprofit modernize, close image gap
MyHealthMath
Insurance

MyHealthMath

Automated decision support platform enables InsureTech startup to grow
Dimensional Fund Advisors
Wealth Management

Dimensional Fund Advisors

Financial advisor portal maximizes profit potential for innovative mutual fund company
Integris Group
Insurance

Integris Group

Integrating customer-facing systems helps established MPL insurance company modernize portals
Resolved Risk
Insurance

Resolved Risk

ClickModel® Prototype brings InsureTech startup’s vision to life
Automotive Lending Fintech
Lending

Automotive Lending Fintech

Custom software development for automotive loans firm
Neocova
Banking

Neocova

Implementation support enables banking data solutions provider to adopt agile delivery model
Endex
Wealth Management

Endex

Interactive prototype to raise funding for a wealth management social networking app
Point Health
Insurance

Point Health

Development resources for healthcare administration startup
Step Up For Students
Other

Step Up For Students

Dedicated nearshore development team helps nonprofit fund scholarships
Austin Capital Bank
Lending

Austin Capital Bank

Regional bank launches innovative consumer credit builder product
Procella Health
Insurance

Procella Health

Resolving technical debt to ready a pharmacy benefits claims processing platform for market
Texas Mutual
Insurance

Texas Mutual

User research and design thinking aligns a 28-year old insurance provider
Axiom
Wealth Management

Axiom

Global investment firm’s research management tool to improve utilization and adoption
Signature Homes
Real Estate

Signature Homes

Modernizing the design selection process for a custom home builder
Banker’s Toolbox
Banking

Banker’s Toolbox

Increasing visitor conversion rates and sales
Benefits Management Provider
Insurance

Benefits Management Provider

Platform modernization for leading provider of employee benefits management solutions
Bungalo
Lending

Bungalo

Web development for real estate firm
City of Houston
Other

City of Houston

Financial dashboard software saved Houston taxpayer over $40M in two years
Homeward
Lending

Homeward

Design thinking and human-centered strategy uncover a disruptive innovation in home lending
Keller Mortgage
Lending

Keller Mortgage

Web application development for mortgage banking company
Keller Williams
Real Estate

Keller Williams

Design thinking and human-centered strategy uncover a disruptive innovation in home lending
NORCAL Mutual
Insurance

NORCAL Mutual

Cutting call volume in half for insurance brokerage
NRG Home Solar
Lending

NRG Home Solar

Generating over $80 million in new sales for solar firm
Palaterra
Other

Palaterra

Retail platform enabling sales to grow by 300%

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