CASE STUDIES

Our Work.

Category:
All Wealth Management Lending Banking Insurance Real Estate Other
NEWITY
Lending

NEWITY

Reimagined member portal dashboard for loan servicing startup
Meriwest Credit Union
Banking

Meriwest Credit Union

Consistent UX from Website to Onboarding Aims to Reduce Friction and Increase Conversions
alooola
Wealth Management

alooola

Mobile app design and DriveWealth Integration to Launch Robo-Advisor
Codat
Banking

Codat

Interactive demo showcases revenue-based lending capabilities of universal API
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
MyHealthMath
Insurance

MyHealthMath

Automated decision support platform enables InsureTech startup to grow
Church Extension Plan
Wealth Management

Church Extension Plan

Mobile App design helps financial nonprofit modernize, close image gap
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.
Fintech Software Company
Insurance

Fintech Software Company

Development resources for healthcare administration startup
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
Digital Healthcare Solution
Other

Digital Healthcare Solution

Backend development
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
Crabtree Rowe & Berger
Other

Crabtree Rowe & Berger

Making sense of the numbers with custom reporting software
Fintech Company case study
Other

Fintech Company case study

Development Staff Augmentation for Fintech Company
Homeward
Lending

Homeward

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

Reverse Mortgage Lender

Platform development
Energy Provider
Wealth Management

Energy Provider

Commodity trading UX Design
Financial Firm
Wealth Management

Financial Firm

Website Development & Design for Financial Firm
Digital Lending Fintech
Lending

Digital Lending Fintech

Modernizing the user experience of first fully digital end-to-end lending platform
Economic consulting firm
Other

Economic consulting firm

Web application development
Keller Mortgage
Lending

Keller Mortgage

Web application development for mortgage banking company
Corepoint Health
Other

Corepoint Health

Saving money, growing business for healthcare system
Healthcare SaaS
Other

Healthcare SaaS

Legacy software migration for healthcare industry SaaS
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
AI Solutions Provider SaaS Strategy case study
Other

AI Solutions Provider SaaS Strategy case study

SaaS Strategy UI/UX Design for AI Solutions Provider
People Management Software Company
Other

People Management Software Company

Staff augmentation services
AAPA
Other

AAPA

Scalable product innovation for B2B and B2C auto parts sales
Virkware
Other

Virkware

UI/UX design strategy for an HR startup
TicketCity
Other

TicketCity

Custom cloud solution for enterprise scalability
Broker software case study
Other

Broker software case study

Drupal-based broker software platform development
WCRA
Other

WCRA

Innovative technology delivered ahead of timeline and under budget
Houston Area Safety Council

Houston Area Safety Council

Nation’s largest safety council supports 1M+ registrations with redesigned portal
Globeo
Other

Globeo

Proprietary custom software replaces costly vendors and manual processes
Green Business Bureau
Other

Green Business Bureau

Making it easier for businesses to be green
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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