Proof of outcomes

Case Studies

• +20% Commercial Loan Conversion: CRM Transformation + AI-Assisted KYC at a Top-20 US Bank

  How a CRM rebuild (Zoho + RINGIO) and AI-assisted KYC lifted commercial loan sales conversion 20% for commercial banking teams at M&T Bank and Bread Financial engagements.

• $485B Audit Exposure Eliminated and 125+ Hours/Week Reclaimed with RPA and Data Governance

  How robotic process automation and a data governance program across a major consulting client portfolio eliminated $485B in audit exposure and returned 125+ staff hours weekly.

• +25% Transaction Throughput: Risk/Compliance Platform and Appian + Snowflake Investor Onboarding

  How a risk and compliance platform build plus Appian/Snowflake investor onboarding raised transaction throughput 25% for Citizens Bank and Northern Trust engagements.