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Case Studies

Finance of America consolidated seven CRM systems across its mortgage divisions into a single platform, saving $1.5 million annually in licensing costs. The project streamlined operations, standardized processes, and improved cross-division collaboration while implementing a roadmap for seamless migration and future scalability.

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Finance of America unified customer data from its loan divisions into a centralized Customer Hub, enabling cross-selling, improving customer insights, and streamlining loan servicing. The AWS-based solution leveraged serverless APIs, agile practices, and a React front end, driving efficiency and innovation across the organization.

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Partnered with a financial institution to automate the review of 80+ page legal memos using Azure Cognitive Services. The AI-powered solution reduced human effort by 75%, saving $5,000–$7,000 per memo, achieving high seven-figure savings, and enabling staff to focus on strategic tasks.

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FoodTec Solutions cut AWS costs from $36,000 to $17,000 per month by optimizing resources and automating processes. A serverless integration with Uber Eats showcased scalability and efficiency using AWS technologies, laying the groundwork for future innovation.

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Streamlined a Fortune 400 private equity firm’s tech stack, eliminating redundancies and reducing costs by $2.6 million annually. A custom executive dashboard ensured strategic capital reallocation, enhancing efficiency, security, and scalability.

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Revamped an MSP's help desk operations, cutting costs by 40%, enabling 24/7 support, and improving customer satisfaction by 15%. The project introduced AI tools, streamlined workflows, and expanded capacity by 30%, achieving high six-figure annual savings and exceeding SLA benchmarks.

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