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
alooola
Mobile App Design and DriveWealth Integration Enable Established Investment Firm to Launch Robo-Advisor with Digital Focus for Millennials
Sage Equity Partners LP
Website UX Design/Development and WealthBlock Integration Enable Established Private Equity Group to Launch Crowdfunding Platform for New Investors
BlueStar Retirement Services
Launching an APEX-powered 401k robo-advisor mobile app that helps users prepare for retirement
MyHealthMath
Automated employee health benefits decisioning platform enables InsureTech startup to grow while maintaining personal touch
Integris Group
Integrating customer-facing systems helps established MPL insurance company modernize portals, stand out in a crowded market
Resolved Risk
ClickModel® Prototype Brings InsureTech Startup’s Vision to Life, Paves Way for Validation and Development
Dimensional Fund Advisors
Improving CX and functionality of a wealth management advisor portal to increase advisor retention
Neocova
Implementation Support Enables Banking Data Solutions Provider to Adopt Agile Delivery Model in 8 Weeks, 4x Customer Base
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