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.
