CRM & FinTech Systems

In the realm of online financial product services, our bespoke integration of Stripe goes beyond conventional payment processing. Tailored to the unique needs of our client, who provides financial education services, this solution becomes a cornerstone for seamless transactions, reduced friction, and heightened security.

Features

• Payment Gateway Integration: Stripe was intricately woven into the fabric of our client's platform, not merely as a payment gateway but as a custom-integrated processing solution.

• Dynamic Multi-Currency Support: Recognizing the global reach of our client's services, we configured dynamic multi-currency support within Stripe. This customization allowed for effortless transactions in various currencies, across a diverse international audience.

• Tailored Subscription Management: Going beyond standard subscription management features, we tailored this solution to the specific needs of our client's monthly recurring payments.

• Advanced Fraud Protection: We customized these features to the unique risks our client faced. This integration became a shield, safeguarding our client and their customers from potential fraudulent activities.

In elevating Salesforce beyond conventional CRM functionalities, our tailored integrations stand as strategic assets seamlessly interwoven to enhance operations. Catering to diverse clientele across commodities, industries, and time zones, this integration is not just about increased revenue but signifies a fundamental improvement in customer engagement.

Features

• Unified Customer Data: Our integration facilitates seamless sharing of customer data across EPR systems and other platforms, providing a comprehensive view of customer interactions.

• Lead Management Automation: We empower clients through our integration the ability to automate various sales processes, with customization features to tailor those processes to their specific industry and unique business needs.

• Customized Operational Insights: Going beyond standard performance analytics, our integration tailors Salesforce's advanced analytics tools to provide real-time insights into sales activities and customer behavior. .

• Workflow Automation: Our Salesforce integration extends beyond standard features by introducing tailored workflow automation. This customization ensures operational efficiency and adapts to the unique demands of various business environments.

Numerous clients rely on QuickBooks for their accounting needs. Recognizing the unique requirements of each client, we've implemented various custom QuickBooks integrations. This crucial integration streamlines financial management processes, providing tailored solutions that enhance accounting efficiency, accuracy, and decision-making across a diverse clientele.

Features

• Tailored Invoicing Structures: We provide templates for customized invoicing structures, ensuring precise financial transactions aligned with the unique requirements of their respective market sectors.

• Optimized Expense Tracking: Industry-specific expense tracking addresses the intricacies of our client’s operations, offering a detailed breakdown of expenses for enhanced financial control.

• Commodity-Centric Financial Insights: We've developed various custom dashboards tailored to commodity-related operations, enabling real-time monitoring of commodity-specific financial data.

• Regulatory-Adaptable Compliance Reporting: This QuickBooks integration element ensures that financial reporting is not only efficient but also adapts to the unique compliance requirements of our clients' diverse industries.

VersaPay stands as a cornerstone for payment processes across diverse industries. Acknowledging the distinct needs of each client, we've implemented tailored VersaPay integrations. This pivotal integration optimizes payment workflows, providing bespoke solutions that elevate payment efficiency, accuracy, and financial control for clients across trading, manufacturing, and commodity-related operations.

Features

• Trade-Specific Payment Workflows: Customized payment workflows designed to accommodate the unique transaction requirements of our clients across varying trading operations.

• Manufacturing-Centric Invoicing Automation: VersaPay integration automates and customizes invoicing for manufacturing clients. Including automated invoicing schedules, tailored payment terms, and optimized invoicing processes for enhanced financial control.

• Commodity-Driven Cash Flow Forecasting: Tailored cash flow forecasting tools designed specifically for commodity-related operations.

• Regulatory-Compliant Payment Security: VersaPay's integration ensures regulatory-compliant payment security for clients in diverse industries. Providing secure and compliant payment processing, adapting to the unique regulatory requirements of each sector.

For our client servicing the financial trading sector, WooCommerce emerged as a pivotal component within their e-commerce and web application services. This strategic integration not only optimized their online offerings but also enhanced user experiences, facilitating efficient purchase transactions and seamless subscription management.

Features

• Product Showcase for Financial Trading: We created tailored product listings, utilizing WooCommerce for descriptive content and pricing services. This strategic approach ensured clarity in presenting financial trading products and provided a user-friendly interface.

• Subscription Management: The WooCommerce integration incorporated robust subscription management features tailored specifically for financial services. Users can easily adjust subscription levels, supported by the automation implemented for end-user management.

• Integrated Payment Gateways: We integrated secure payment gateways, ensuring that financial transactions for both product purchases and subscription services are protected.

• User Dashboards: Leveraging WooCommerce, we provided our client's users with personalized dashboards to effortlessly track their subscriptions, access purchased financial trading products, and efficiently manage their account settings.

For our clients requiring custom CRM solutions, we’ve successfully integrated tailored solutions in Monday to address their specific functional needs. Our holistic integrations have been instrumental in streamlining a variety of operational workflows, significantly enhancing transparency across key requirements.

Features

• Comprehensive CRM Functions: The primary goal is to provide a comprehensive CRM system, enabling our clients to efficiently manage client relationships and perform these tasks with as minimal manual work as possible.

• Automated Customer Onboarding: Leveraging Monday's capabilities, we automated various customer onboarding processes. This streamlined workflow not only reduced administrative burdens but also enhanced the client experience.

• Operational Workflow Templates: Our integrations within Monday go beyond CRM, extending to diverse operational workflows. We have created fast-track templates for project management, task tracking, and more.

• Document Import/Export: We have built specialized import/export functions to provide clients with solutions for expediting internal procedures related to inventory, shipping, and more. The result is swift decision-making and proactive risk management within their dynamic operational landscape.

Our integration of Authorize.net serves as a tailored solution, redefining the landscape of our clients' financial management and transactions. Specifically engineered features ensure a heightened level of security and efficiency across various areas of their financial operations.

Features

• Custom PCI Compliance Framework: Crafted a PCI compliance framework within Authorize.net, tailored to our clients' unique requirements, ensuring that sensitive payment data remains secure and compliant.

• Dynamic Recurring Billing Models: Engineered dynamic recurring billing models within Authorize.net, allowing clients to implement personalized and adaptable billing cycles.

• Payment Gateway Integration: Implemented secure online payment gateways using Authorize.net for online payment processing capabilities, ensuring encrypted and confidential financial transactions.

• Advanced Transaction Reporting: Developed advanced transaction reporting and analytics dashboards. This tailored solution provides users with granular insights, empowering them to make informed decisions based on real-time transaction data.

Elevating security and user experience, our integration of Ory in custom trading and web applications ensures robust user management. This solution caters to both internal and external users, offering unparalleled authentication, authorization, and token management capabilities.

Features

• Multi-Factor Authentication: Enhanced user authentication with implemented MFA, fortifying the security of trading applications and safeguarding against unauthorized access.

• Role-Based Access Control: Our solution fine-tunes user permissions through RBAC, ensuring tailored access to trading controls and data, aligning precisely with user roles.

• Token-Based Authentication: With Ory we secure user identity verification through token-based authentication, minimizing risks of session hijacking.

• Compliance and Audit Logs: We can build in compliance and transparency through logging and auditing capabilities, providing a comprehensive view of user activities within the application’s environment.