Case Study SP

Intelligent Automation Helps Finance Firm Effectively Manage Client Data, Obtain Crucial Business Insights Easily

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Challenges

Tedious, error-prone data management and analysis.
Ineffective customer lead management.
Tough to analyse data for vital business metrics.

Solutions

ADROSONIC’s Intelligent Automation experts designed and developed a Contact Management Application, leveraging the capabilities of Microsoft Power Platform tools, such as Power Apps and Power Automate.

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Benefits

Easy user access via Microsoft Teams.
Centralised cloud-based data storage with built-in Microsoft security.
Enhanced data abstraction and data privacy through role-based access control.
Efficient extraction of filtered, essential and owned records through automated process.
Time-saving, user-friendly interface.
Seamless functioning as Microsoft’s High Availability feature ensures minimal application downtime.

Industry

Finance

Service

Intelligent Automation

About the

Founded in 2007 as an independent asset management team, FRAM Capital has expanded over the past 17 years to become a market leader in Brazil. The asset management company, headquartered in São Paulo, also offers wealth management and fiduciary administration solutions.

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ADROSONIC’s expertise in automation and digitisation has been a game changer, freeing our teams from the manual task of managing our client database.

Roberto Adib, Partner, FRAM Capital

Case Study SP

Intelligent Automation Helps Finance Firm Effectively Manage Client Data, Obtain Crucial Business Insights Easily

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Download full Case Study

Challenges

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Benefits

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Case Study SP

Intelligent Automation Helps Finance Firm Effectively Manage Client Data, Obtain Crucial Business Insights Easily

N/A

Download full Case Study

Challenges

Solutions

Benefits

You Might Be Interested

Let’s Talk About Your Needs

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