Investment fund management

Rebecca DakinUse cases

Use case: Investment fund management Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, was looking … Read More

Automated claims processing

Rebecca DakinUse cases

Use case: Automated claims processing Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, needed to … Read More

Modernized digital banking

Rebecca DakinUse cases

Use case: Modernized digital banking Goal A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more … Read More

Accelerated sales cycle

Rebecca DakinUse cases

Use case: Accelerated sales cycle Goal A company specializing in sales and customer acquisition for service providers needed to streamline its sales cycle by eliminating manual processes to enable sales … Read More

Modernized online permit requests

Rebecca DakinUse cases

Use case: Modernized online permit requests Goal A regional government entity responsible for managing water resources needed to modernize its online permitting system to provide a better user experience for … Read More

Optimizing the customer experience

Rebecca DakinUse cases

Use case: Optimizing the customer experience Goal Beneva™ is the largest insurance mutual in Canada* with more than 3.5 million members and customers. It’s a major player in the insurance … Read More

Online account openings

Rebecca DakinUse cases

Use case: Online account openings Goal Coast Capital Savings is a member-owned federal credit union offering personal, business, and commercial real estate banking services. In preparing to expand across Canada, … Read More

Automated fraud prevention investigations

Rebecca DakinUse cases

Use case: Automated fraud prevention investigations Goal Payoneer is a fintech company that provides business-to-business money transfers, digital payment services, working capital, and cross-border transactions in 200 countries and 150+ … Read More

Online insurance brokerage

Rebecca DakinUse cases

Use case: Online insurance brokerage Goal aha Insurance is an insurance company providing competitive auto, business, home, and leisure insurance. aha was looking to become Canada’s first fully-featured online digital … Read More

Faster acquisition onboarding

Rebecca DakinUse cases

Use case: Faster acquisition onboarding Goal One of the largest international warehousing and logistics company, specializing in storing, moving, and preparing food, needed to modernize its systems to streamline and … Read More