Case Study - Fintech System Automation

Background

Greenwolf was approached by an early-stage Fintech startupthat was struggling to manage its business operations. The client provided financial consultancy to its client and was doing well with the business but did not have any transparency with the team’s operation and was not too satisfied with the way of communication with the clients.

Challenge

The company had ateam size of 10-20 people,and the owner was spending most of his time firefighting to keep the business running due to the lack of systems in client communication, employee management, reminders for critical due dates, standard operating procedures, and disorganized documents. Additionally, the client had a limited budget, and they needed an affordable solution to...

Solution

Greenwolf started by having multiple sessions with the startup’s team to understand their challenges and needs. After a thorough analysis, Greenwolf came up with an affordable solution that involved designing a Google Apps-based framework along with automation integrations. The framework was designed to make the startup a system-driven company, which would help them to streamline their operations...

Impact

The solutions designed by Greenwolf had a significant impact on the startup. The client was pleased with the operational cost of the tools recommended by Greenwolf, which helped them to manage their finances better. The solutions helped the startup to: