Industrial and commercial leasing group with three companies
Leadership tracked the business in three Excel dashboards that someone updated by hand every month.
We don’t use the client’s name to respect their privacy.
What we built
- One dashboard with the metrics for all three companies
- Direct load from the actual accounting, with no retyping
- Role-based permissions and tested backups
Result
The system’s numbers match the income statement the client already used, and the dashboard goes straight up on screen in the leadership meeting.
Questions about financial services
Can it read PDF policies automatically?
Yes. AI capture pulls the data from the policy and puts it into the system, so no account rep has to transcribe it. That frees up about an hour and a half a day per person.
How does it keep renewals from slipping through?
The CRM tracks every policy’s dates and alerts you ahead of time, with an owner assigned. Nothing depends on someone remembering or on a reminder on their phone.
How secure is it with client data?
Role-based access and encryption of sensitive data are part of the design from day one. The data lives on cloud servers that meet recognized security standards.
Other industries we serve
Ready for your business to run on its own?
Start with an assessment. We’ll tell you what to build first, with no commitment.
