Case study

Pareto, a leading financial institution, stands as a prominent player in the industry. Renowned for their expertise and top-notch financial services, they have gained a solid reputation as a trusted partner for individuals and businesses seeking reliable financial solutions.              

What we build

• Development of an exceptional CRM tool with a user-friendly interface and comprehensive functionalities.
• Seamless management of client data and enhanced communication channels.
• Personalized financial services tailored to individual needs.
• Integration of a function to read eID and enable digital signing of documents.
• Efficient management of conferences and streamlined flow lead processing.

More than expected

• Integration of eID reading functionality, allowing secure identification and verification of clients.
• Implementation of digital signing capabilities for convenient and legally binding document processing.
• Efficient management of conferences through the CRM tool, simplifying event organization and attendee tracking.
• Streamlined flow lead processing, ensuring smooth customer onboarding and seamless interaction throughout the customer journey.