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Financial Services & Fintech Case Study

High-Scale Sales & Customer Support CRM Platform

Client Globex Financial Services
Industry Financial Services & Fintech
Services Custom Software
Primary Impact 65% faster query resolution

⚠️ Business Challenge & Bottlenecks

Disconnected lead channels, high lead drop rates, and slow query resolution across 50,000+ monthly user inquiries.

💡 The Engineering Solution

Designed and deployed a multi-tenant cloud CRM with AI lead scoring, automated agent assignment, and WhatsApp Business API integration.

Key Features Implemented:

  • Lead scoring engine
  • Instant chat & ticket routing
  • WhatsApp notification gateway
  • SLA tracking dashboard

Technology Stack:

Node.js Vue.js MySQL WebSockets Docker

📈 Measurable Results & ROI

✓ Verified Result 65% faster query resolution
✓ Verified Result 2.5x increase in sales conversion rates
✓ Verified Result 100% SLA compliance

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