Hash Financial Group (HFG)
Industry: Financial Services
Challenge: Automating client onboarding and marketing for institutional investors to invest or borrow from its private credit fund.
Solution:
- Developed a website with lead generation, onboarding, and KYC capabilities.
- Integrated Zoho CRM for secure data storage and lead management.
- Used AI to create tailored onboarding flows and personalized marketing campaigns based on client data.
Result:
- 30% reduction in onboarding time.
- Streamlined lead-to-deal process, enhancing scalability and efficiency.
- Personalized client experiences, improving engagement and satisfaction.
Sapien Group
Industry: Global Investment
Challenge: Organizing and sharing opportunities across a global network and assigning deals to the relevant partners based on industry.
Solution:
- Developed a centralized system inspired by UBS's internal trading platform.
- Utilized AI to cut development costs and streamline opportunity sharing.
Result:
- Faster deal closures.
- Increased deal volume.
- Cost reduction of 80% on the system's development.