Integration and Automation

The Challenge A leading wealth and investment bank was faced with the challenge of their clients operating on disparate and non-integrated systems – which made it difficult to maintain and manage clients on a single consolidated view. To manage clients, complex structures and holdings had to be consolidated on regular basis. Furthermore, sales capacity was…

Software and Mobile Development

The Challenge Digiata devised a clever mobile solution to help alleviate the frustration, travel and time wastage involved in signing up new clients. Typical face-to-face sales processes involve multiple trips to and from client premises, conducting needs analyses, signing contracts or procuring supporting documents.   The Solution A tablet-based solution was created to make the…