Case Study

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

1 minute read

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Challenges

Tedious, error-prone data management and analysis.
Ineffective customer lead management.
Tough to analyze 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.
Centralized 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

Founded in 2007 as an independent resource managing team, FRAM Capital has expanded in the past 17 years to become a market leader in Brazil. The Sao Paulo-based asset management firm also delivers solutions in wealth management and fiduciary administration.

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

Roberto Adib, Partner, FRAM Capital

Case Study

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

1 minute read

Download full Case Study

Challenges

Solutions

Benefits

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