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BUSINESSES & INDUSTRIES SERVED

Financial Services

We work on a variety of custom automations using our platform of choice , Smartsheet. However, these are the most common automation use cases our solutions address for the Financial Services industry.

Financial Services:

  • Project and portfolio management portal: Workflows, Scheduling, Dashboarding, Resource, Budget, and Capacity Management.
  • Institutional credit case tracking and approvals.
  • New branch opening planning and tracking portal.