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Custom CRM Development for Financial Services

Meridian Financial
Financial Services
App DevelopmentCustom SoftwareSystem Integration
Custom CRM Development for Financial Services

The Challenge

Meridian Financial was struggling with inefficient client management processes and disconnected systems.

Our Solution

We built a custom CRM platform tailored to their workflow with integrated portfolio management and compliance reporting.

Key Results

  • 42% reduction in administrative time
  • 98% adoption rate among staff
  • Eliminated 3 redundant software subscriptions
  • 64% improvement in client response time
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"The custom CRM has revolutionized how we manage client relationships. It's exactly what we needed to streamline our operations."

David Thompson

Operations Director, Meridian Financial

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Let's discuss how we can help you achieve your goals with our expertise and innovative solutions.

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