Custom Salesforce, AI & Mobile Solutions - Without the Offshore Headaches

FinTech

Preventing Client Churn with an AI-Powered Attrition Engine

SalesTech Solution
Challenge:

Client churn was identified too late — often after revenue was already lost. Critical signals were scattered across Salesforce, making it impossible to detect and prevent churn in time.

Solution:

We built an AI-powered attrition engine that unifies fragmented Salesforce data, detects hidden churn patterns, and flags at-risk clients early — enabling teams to take proactive retention actions before revenue is lost.
Key Results:

Early identification of churn risks before client loss

AI-driven pattern detection across complex Salesforce data

Shift from reactive support to proactive retention

Reduced revenue loss by acting before clients leave
FinTech

AI-Powered Sales Prioritization

SalesTech Solution
Challenge:

Sales teams were overwhelmed with leads and lacked clarity on which opportunities were most likely to convert.

Solution:

Used Salesforce Einstein to score leads and opportunities based on historical data and behavioral patterns.
Key Results:

🎯 Prioritized high-value leads automatically

⚡ Faster decision-making for sales teams

📈 Increased conversion rates from 3% to 7%

🤖 Eliminated manual lead qualificatio
FinTech

Automating Sales & Support Communication in Salesforce

SalesTech Solution
Challenge:

Unstructured call processes and manual follow-ups created inconsistent client experiences, limited visibility, and reduced team efficiency.

Solution:

We built an automated communication and workflow system inside Salesforce, connecting call activity to real-time updates, enforced outcomes, and automated follow-ups across channels (email, SMS).
Key Results:

+50% productivity across teams

+32% successful calls

+25% customer satisfaction

End-to-end reporting and transparency

Fully controlled and standardized communication
FinTech

Scaling Support Operations with a Configurable Case Engine

SalesTech Solution
Challenge:

Support operations lacked a centralized system and clear workflows, resulting in inconsistent case handling, unclear ownership, and difficulty enforcing SLAs across teams.

Solution:

We engineered a flexible case and task management system powered by a configuration layer that controls workflows, routing, SLAs, and automation — enabling fully structured and scalable support operations.
Key Results:

Up to 40% reduction in case completion time

Full control over workflows and SLAs

Clear ownership and accountability across teams

Actionable insights into department pain points

Streamlined and scalable support processes
FinTech

Driving 23% More On-Time Visits with Smart Field Scheduling

SalesTech Solution
Challenge:

Managing field appointments manually led to missed visits, inefficient scheduling, and poor visibility into team workload and performance.

Solution:

We implemented a smart appointment system that connects scheduling, client data, and field execution — enabling teams to plan efficiently, access full visit details, and track performance in real time.
Key Results:

⏱️ +23% on-time appointments

📉 −20% missed appointments

📅 Streamlined scheduling across teams

📊 Real-time visibility into workload and performance

🗺️ Enhanced field efficiency with tracking and insights
FinTech

Achieving 99% Reduction in Duplicate Contact Records

SalesTech Solution
Challenge:

Duplicate contact records created data inconsistencies, required constant manual cleanup, and caused conflicts across reporting and business operations.

Solution:

We implemented a configurable duplicate detection system that validates contact data in real time, applies flexible matching logic, and surfaces potential duplicates directly in the user interface before records are saved.
Key Results:

Real-time duplicate detection during data entry and updates

Clean, consistent contact data across the CRM

Improved reporting accuracy and operational reliability

99% reduction in duplicate records
FinTech

Turning Customer Feedback into Actionable Insights

SalesTech Solution
Challenge:

Customer feedback was difficult to capture and analyze, with limited visibility into satisfaction levels and no structured way to link survey responses to support cases.

Solution:

We integrated Intercom with Salesforce to automatically sync survey data, link responses to relevant cases, and store feedback in a structured format for analysis and reporting.
Key Results:

Up to 3x faster feedback tracking and review

Up to 40% improved visibility into customer sentiment

Up to 25% improvement in team quality monitoring

Fully automated survey data sync into Salesforce

FinTech

AI Chat Support for Fintech

SupportTech Solution
Challenge:

A fintech company needed to reduce support pressure and improve response speed while maintaining service quality at scale.

Solution:

We implemented an AI-powered chat support system that automated routine conversations, provided round-the-clock assistance, and escalated complex cases to human agents.
Key Results:

Faster support response

Reduced operational load

Improved service consistency

Scalable customer support
FinTech

AI Lead Scoring

SalesTech Solution
Challenge:

Manual lead scoring was costly, slow, and inconsistent for a fintech sales team.

Solution:

We automated lead qualification with AI agents that researched, scored, and enriched each lead before sending it to Salesforce.
Key Results:

73% lower costs

81% better accuracy

98% faster scoring
Merchants Industry

Marketing AI Analytics

MarketingTech
Challenge:

Marketing teams were overwhelmed by fragmented data from multiple sources and long time periods, making it difficult to identify what was working and how to optimize campaigns.

Solution:

We built Andreich, an AI system that aggregates large volumes of marketing data, detects patterns, and delivers clear recommendations for campaign optimization.
Key Results:

Faster marketing analysis

Clearer optimization insights

Better budget decisions

Improved campaign performance

FinTech

Account-Based Marketing

MarketingTech
Challenge:

Standard Facebook and Google metrics showed campaign activity, but did not reveal which campaigns were actually driving revenue and high-value accounts

Solution:

We built an Account-Based Marketing strategy focused on account quality, pipeline value, and actual revenue generated by each campaign.
Key Results:

Revenue-based campaign analysis

Better budget allocation

Stronger focus on high-value accounts
Logistics

Google Discovery Relaunch

MarketingTech
Challenge:

A Merchant Services campaign was generating leads, but too many were low quality and too expensive to convert into closed deals.

Solution:

We rebuilt the Google Discovery campaign with sharper targeting, stronger messaging, and optimization based on actual sales outcomes rather than platform-only metrics.
Key Results:

37% better lead quality

43% lower cost per deal

Better sales efficiency

Less wasted ad spend

FinTech

SliceCare Support App

SupportTech Solution
Challenge:

A Merchant Services company was overloaded with support calls, which increased costs, slowed response times, and contributed to client churn.

Solution:

We built SliceCare, a support app that gave merchants instant access to account information, in-app case creation, and chat-based support without relying on phone calls.
Key Results:

45% fewer support calls

53% lower Call Support costs

61% faster response time

18% lower churn from poor support
FinTech

Localization and Regional Migration for Puerto Rico

SupportTech Solution
Challenge:

A Merchant Services company needed SliceCare adapted for the Puerto Rico market with a new backend environment and a fully localized Spanish-language experience.

Solution:

We reconnected the backend, translated and localized the app, and adapted the platform for regional workflows without rebuilding the product from scratch.
Key Results:

Lower development costs

Faster regional launch

Fully localized user experience

More efficient market expansion
FinTech

Sales Agents App

SupportTech Solution
Challenge:

Field agents and sales reps were managing work through Google Sheets, paper notes, and disconnected tools, making activity hard to track and teams harder to manage.

Solution:

We developed a Sales Agents App connected to the CRM, with visit tracking, internal chat, and calendar tools for field sales operations.
Key Results:

Replaced spreadsheets and paper workflows

Improved field activity tracking

Better team communication

More organized scheduling and follow-up