Portfolio
Eliminating the manual tax
of client and firm revenue
Morgan Stanley HR CRM
We developed a user-friendly, unified billing app for Morgan Stanley to replace their outdated system. The new application streamlined operations, reducing errors, increasing efficiency, and accelerating workflow for the global financial services firm.
of client and firm revenue
Caleb’s Trio of Hope
We developed a secure, accessible application to replace their outdated and costly legacy system. The new solution enhanced user experience and streamlined the management of staff, patients, and insurance providers, delivering significant operational improvements.
of client and firm revenue
AI Upsell Agent
We developed a custom CMS-powered website for Caleb’s Trio of Hope, an organization supporting children with palliative cancer and their families, funding research, and raising awareness. The new platform empowers their team to easily manage or update content, without any technical expertise.
of client and firm revenue
