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CASE STUDIES

Custom Software Design and Development for Financial Services.

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NEWITY

Reimagined member portal dashboard enables loan servicing startup to scale and become one- stop-shop to marketplace

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alooola

Mobile App Design and DriveWealth Integration Enable Established Investment Firm to Launch Robo-Advisor with Digital Focus for Millennials

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Sage Equity Partners LP

Website UX Design/Development and WealthBlock Integration Enable Established Private Equity Group to Launch Crowdfunding Platform for New Investors

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BlueStar Retirement Services

Launching an APEX-powered 401k robo-advisor mobile app that helps users prepare for retirement

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MyHealthMath

Automated employee health benefits decisioning platform enables InsureTech startup to grow while maintaining personal touch

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Integris Group

Integrating customer-facing systems helps established MPL insurance company modernize portals, stand out in a crowded market

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Resolved Risk

ClickModel® Prototype Brings InsureTech Startup’s Vision to Life, Paves Way for Validation and Development

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Automotive Loans Firm

Custom Software Deveopment for Automotive Loans Firm

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Dimensional Fund Advisors

Improving CX and functionality of a wealth management advisor portal to increase advisor retention

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Neocova

Implementation Support Enables Banking Data Solutions Provider to Adopt Agile Delivery Model in 8 Weeks, 4x Customer Base

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VIEW 63 MORE

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Many companies have built software applications that no longer meet customer expectations. We help financial services companies modernize those applications so they can remain relevant against born-digital competitors.

4330 Gaines Ranch Loop, Suite 230
Austin, TX 78735

(512) 553-6830

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