Customized Web Application Enabling Smart Lead Generation & Engagement for Moving Companies

Challenges:

Limited access to homeowner data, manual lead tracking, and ineffective communication

Industry

Real Estate

Solutions:

A custom web application that integrates third-party apps for real-time property listing, tracking, and automated outreach

Results:

Improved lead generation, automated communication, unified data, and collaboration efficiency

Location:

US

About the Client

A leading freight forwarding, logistics management, and full-service moving company based in New York. Partnering with Fortune 500 companies and high-growth national and multinational corporations, they specialize in seamless employee relocations and stress-free corporate moves.

To innovate their processes, they partnered with Fingent to leverage unified data intelligence and enable automation for effective marketing.

Case Overview

The client relied on third-party sources to retrieve information on properties for sale and homeowner details. It was a strenuous process that often resulted in vague data on property sales. This made it challenging to generate and engage leads effectively.

Fingent, with its extensive experience in similar domains, quickly understood the client's requirements. We developed a customized web application that enhanced their lead generation, communication, and conversion process.

CHALLENGES

Roadblocks Faced in the Existing System

Limited access to information on properties for sale and homeowner details, often restricted to realtors.

Difficulty in obtaining comprehensive data on homeowner details and the stages of property sale processes.

Reliance on third-party sources for lead information, complicating lead sourcing effectiveness.

Lack of automated systems for effective communication with leads, resulting in a time-consuming and error-prone sales process.

SOLUTION

Fingent's Solution: Custom Web Application

In the competitive real estate market, effective lead management and seamless communication are crucial for success. Fingent helped the client achieve this by providing a single platform for processing property listings, homeowner details, and realtor data, offering enhanced visibility of lead engagement and a smooth sales process.

Customized web application : Integrating third-party apps for real-time tracking of property listings.

Creation of market segments based on property size, value, and location.

Automated outreach and communication tracking to streamline lead management.

Integration capabilities for effective marketing and improved lead conversion through unified data and automation.

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BENEFITS

Making an Impact on Client Success

In the competitive real estate market, effective lead management and seamless communication are crucial for success. Fingent helped the client achieve this by providing a single platform for processing property listings, homeowner details, and realtor data, offering enhanced visibility of lead engagement and a smooth sales process.

Single platform for processing property listings, homeowner details, and realtor data.

Enhanced visibility of lead engagement.

Customizable communication based on property sale status.

Improved collaboration with sub-moving companies, realtors, and other dealers.

Automated communication for prompt lead management.

Single platform

Improved collaboration

Automated communication

Unified data

Improved visibility

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      Vedavyas Shenoy

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        Planning Safe Excavations with Data Visualization Powered Intuitive Dashboards

        Challenges:

        Manual process of ticket updations, ineffective tracking, reporting, and budget planning

        Industry

        Utilities

        Solutions:

        Using Tableau and Grafana to create an intuitive dashboard for a quick overview of useful metrics

        Results:

        Identify critical tickets quickly, easy assessment of financial expenditure, simplified tracking and reporting

        Location:

        US

        About the Client

        In the US, "Call Before You Dig Centers" are essential intermediaries, enabling citizens to identify and mark underground utility lines before excavation. Our client company enhances this process by offering a web and mobile portal where users can register and enter locate notices for these underground utilities.

        Managing extensive and sensitive data proved challenging and time-consuming for the client. To address these issues, they partnered with Fingent, seeking advanced data visualization solutions to streamline operations and enhance decision-making.

        Case Overview

        Our client provides a web and mobile portal for registering locate notices for underground utilities, which are verified and forwarded to facility operators. Managing extensive data, follow-up actions, and updating ticket statuses presented significant complexities.

        Fingent implemented intuitive dashboards using Tableau and Grafana for advanced data visualization. These dashboards offer quick access to crucial metrics, empowering client staff, users, and excavators with actionable insights. This enhancement improved efficiency and fostered better collaboration among all stakeholders.

        CHALLENGES

        Roadblocks Faced in the Existing System

        Managing vast amounts of data became increasingly burdensome.

        Extracting meaningful insights from large volumes of data proved challenging.

        Lack of quick access to essential information, which hampered decision-making.

        Ineffective processes led to delays in ticket approvals.

        Tracking financial expenditures related to operations was challenging and inefficient.

        SOLUTION

        Fingent's Solution: Data Analytics and Visualization Dashboards

        Fingent created multiple intuitive dashboards using Tableau and Graffana that gave a quick view of useful metrics for client staff, users, and excavators to be more productive, on track, and efficient with easy collaboration.

        Overview of the member's live ticket and historic ticket statuses

        Overview of the organization’s total budget, total spend, remaining budget, and budget spend percentage

        Overview of the different operators, operating services, and operator types involved.

        Insights that help the client to plan budgets better, track and identify tickets effectively, and generate reports faster.

        Want to explore our client's full story?

        SOLUTION BENEFITS

        Making an Impact on Client Success

        Fingent empowered the client by leveraging advanced data analytics and visualization tools to transform their operational efficiency in managing locate notices for underground utilities. Through the strategic implementation of map-based visualizations, financial expenditure assessments, and real-time data utilization, Fingent enabled the client to make informed decisions swiftly.

        Map-based visualization of ticket patterns in the entire state of South Carolina

        Financial expenditure assessment from budget vs spent data

        Effective utilization of data to make timely and accurate decisions

        Quick identification of critical and urgent tickets to avoid delays and major damages

        Quick identification of top geographies with pending excavation requests

        Intuitive Dashboards

        Financial Expenditure
        Assessment

        Timely Decision-making

        Critical Ticket Identification

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              Customized CRM Solution for Reshaping Experiential Marketing

              Challenges:

              Reliance on disparate systems, lack of automation, limited process efficiency, ineffective data management

              Industry

              Marketing

              Solutions:

              Implemented a customized CRM solution and a project management tool tailored to their unique workflow

              Results:

              Achieved significant improvements in overall efficiency, enhanced business visibility, real-time tracking capabilities, and improved interdepartmental collaboration

              Location:

              US

              About the Client

              Impact XM is a distinguished experiential marketing agency based in the US with over 50 years of industry expertise. Specializing in strategically driven and creatively focused marketing solutions, they enable both B2B and B2C companies to make a significant impact in the market through intuitive and engaging events, meetings, conferences, exhibits, and more.

              In response to rapid market changes and organizational dynamics, Impact XM sought a capable technology partner to implement cutting-edge solutions to enhance operational effectiveness and meet evolving market demands.

              Case Overview

              Impact XM faced significant operational challenges following a merger, managing disparate project systems and accounting platforms through a complex integration. This limited their operational efficiency and growth potential.

              Fingent recommended a customized CRM solution and a project management tool designed specifically to meet Impact XM's distinct needs. By automating critical tasks, enhancing collaboration, and optimizing technology utilization, the solution empowered the company’s performance and operational agility.

              CHALLENGES

              Roadblocks Faced in the Existing System

              Operating with complex and highly fragmented departments that relied on disparate systems.

              Reliance on Zoho CRM, with integration issues in handling multiple currencies.

              Lack of automation across systems and process redundancy within workflows.

              Increased overhead costs due to operational inefficiencies.

              Technology scalability limitations.

              SOLUTION

              Fingent's Approach: Customized CRM Solution

              Customized CRM Solution tailored to Impact XM's specific workflow requirements

              Bespoke Project Management Tool designed for seamless integration with existing Microsoft tools

              Integration of Microsoft tools for unified business process management

              Minimization of maintenance costs through a consolidated and integrated platform

              Automation of critical tasks to enhance operational efficiency

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              BENEFITS

              Making an Impact on Client Success

              Fingent played a pivotal role in transforming Impact XM's operational landscape by delivering a tailored, integrated software solution. By addressing the complexities of their disparate systems and enhancing overall efficiency, Fingent enabled Impact XM to leverage cutting-edge technologies effectively. This custom platform not only streamlined their business processes but also fostered enhanced collaboration, real-time tracking, and data management capabilities.

              Enhanced capabilities and decision-making through an integrated platform

              Improved technology utilization and reduction in maintenance costs

              Elimination of system inefficiencies and enhancement of application effectiveness

              Seamless integration with existing Microsoft systems for hassle-free transition

              Minimized manual efforts, errors, and time wastage for increased productivity

              Centralized data management

              Real-time tracking capabilities

              Reduction in maintenance costs

              Minimized manual efforts and errors

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                    MUSA: Fingent’s AI-powered Virtual Assistant Helps Employees With HR & DevOps Queries

                    Challenges:

                    The HR team struggled with excessive routine tasks, limiting time for strategic activities, leading to frustration, inefficiency, and low morale.

                    Industry

                    IT

                    Solutions:

                    Developed a multi-utility smart assistant (MUSA), an AI-powered virtual assistant integrated with Fingent Hub

                    Results:

                    Quick responses to HR queries, automated routine tasks, reduced workloads, and enhanced support for remote employees.

                    Location:

                    US

                    About the Client

                    At Fingent, the PeopleOps (HR) team plays a pivotal role in fostering a people-centric, high-performance culture essential to the company's mission. As Fingent expands, the HR team has experienced rising demands from both new and long-serving employees.

                    To meet these challenges effectively, Fingent embraced innovation by leveraging AI to enhance HR service delivery, reduce workload pressures, and uphold high morale and operational efficiency.

                    Case Overview

                    Faced with the sudden shift to remote work, Fingent's HR team encountered challenges in delivering timely assistance to employees while managing increased responsibilities like monitoring health and wellness during the pandemic.

                    In response, Fingent developed Multi Utility Smart Assistant (MUSA), an AI-powered HR chatbot. MUSA effectively addresses common HR and IT inquiries, enhancing operational efficiency and employee support.

                    CHALLENGES

                    Roadblocks Faced in the Existing System

                    Time Management

                    Balancing urgent employee needs with routine tasks like leave inquiries.

                    Limited Resources

                    Handling a large employee base with a small HR team, reducing capacity for individual attention and support.

                    Strategic Focus

                    Difficulty prioritizing strategic initiatives like growth planning and employee engagement.

                    Communication Barriers

                    Overcoming challenges in virtual communication, affecting engagement, clarity, and morale.

                    Health and Wellness Monitoring

                    Ensuring employee well-being during a pandemic, including mental health support and emergency aid coordination.

                    SOLUTION

                    Fingent's Solution: MUSA, Fingent’s AI-powered Virtual Assistant

                    AI-Powered Virtual Assistant: Developed an HR chatbot named MUSA (Multi Utility Smart Assistant) using Artificial Intelligence.

                    Continuous Learning : MUSA undergoes rigorous training to expand its capabilities in handling various HR and IT-related inquiries.

                    Enhanced Employee Support: Provides instant responses to common queries regarding leaves, company policies, IT issues, reimbursements, and more.

                    Integration with Internal Systems: Integrated MUSA with Fingent Hub, the internal employee management system, to streamline access to HR and IT DevOps information.

                    Specialized Modules: Includes dedicated modules for PeopleOps and DevOps, ensuring comprehensive support for HR and IT issues respectively.

                    Want to explore our client's full story?

                    SOLUTION BENEFITS

                    Making an Impact on Client Success

                    Fingent's AI-powered virtual assistant, MUSA, has revolutionized how the company's HR team supports its workforce, particularly amidst widespread remote work arrangements. By automating responses to common inquiries and streamlining HR processes, MUSA has significantly reduced response times and alleviated the team's workload.

                    MUSA enables instant responses to common HR queries, enhancing efficiency and reducing wait times for employees.

                    Automates routine tasks and FAQs, freeing HR team members to focus on strategic and complex issues.

                    Handles a large volume of inquiries efficiently without a proportional increase in HR staff.

                    Facilitates flawless support for employees working from home or remote locations, ensuring continuity in HR services.

                    Increased employee satisfaction by providing quick, reliable, and accessible HR support anytime, anywhere.

                    Improved Response Time

                    Reduction in Workload

                    Support for Remote Workforce

                    Scalability

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                          Unlocking New Doors In Hospitality With Customized Technology

                          How Fingent helped Priceless Places leverage the latest in web and mobile to seamlessly connect working professionals with hospitable environments.

                          Company

                          Priceless Places

                          addressCreated with Sketch.

                          Region

                          Netherlands

                          flagCreated with Sketch.

                          Industry

                          Hospitality

                          laptopCreated with Sketch.

                          Technologies

                          PHP, MySQL, Angular JS

                          note-bookCreated with Sketch.

                          Requirement

                          Priceless Places was looking for a trusted technology partner to help them deploy the right and affordable technology that helps them seamlessly connect working professionals with suitable workspaces and hospitable environments.

                          ideaCreated with Sketch.

                          Challenges

                          The company required a glitch-free, highly responsive, and user-friendly platform that could streamline collaboration between parties, ease management and improve efficiency.

                          resultCreated with Sketch.

                          Result

                          Fingent helped Priceless Places develop an innovative web and mobile platform that enabled customers/working professionals, hospitality partners, and the team at Priceless Places to manage their operations independently via separate portals. The platforms digitized their entire process, enhancing their market reach, and improving their company productivity.

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                                B2B E-commerce Platform for Procuring Healthcare Equipment and Consumables

                                Challenges:

                                Rising costs and inefficiencies due to non-digital procurement channels, along with error-prone, time-consuming coordination between manufacturers and dealers.

                                Industry

                                E-commerce

                                Solutions:

                                Created an advanced B2B e-commerce platform, Kogland, for healthcare procurement.

                                Results:

                                Streamlining healthcare procurement, achieving pricing standardization, reducing middlemen involvement, and simplifying processes for healthcare organizations.

                                Location:

                                India

                                About the Client

                                Kogland stands as a premier B2B e-commerce marketplace focused on streamlining healthcare procurement for hospitals and clinics. They aim to disrupt the traditional procurement process by helping healthcare providers procure quality products from trusted manufacturers and vendors.

                                Fingent developed a robust e-commerce platform tailored to a wide array of B2B functionalities. This platform empowers Kogland to enhance efficiency, reliability, and accessibility in healthcare procurement.

                                Case Overview

                                A team of medical and technology experts recognized critical challenges in healthcare procurement, including hidden costs and supplier preference variability. They sought to simplify the procurement process by reducing intermediary commissions and addressing corruption risks.

                                With Fingent's support, they launched a specialized e-commerce platform for B2B medical procurement. This platform enhances efficiency, transparency, and cost-effectiveness, ensuring reliable access to quality medical supplies.

                                CHALLENGES

                                Roadblocks Faced in the Existing System

                                Non-digital procurement channels escalated acquisition costs.

                                The need to streamline the procurement process was evident.

                                Invisible costs such as inventory holding and distribution expenses were prevalent.

                                Supplier preferences led to drastic cost variations.

                                The traditional medical supplies procurement model involved multiple intermediaries.

                                The risk of corruption in the healthcare procurement process remained a concern.

                                SOLUTION

                                Fingent's Approach: B2B E-commerce Platform

                                To address challenges such as the middlemen's influence and achieve pricing standardization, Kogland was developed as a B2B e-commerce marketplace, aimed at streamlining medical procurement for healthcare organizations.

                                Implemented a single dashboard for managing orders, shipping, and payments.

                                Facilitated a hassle-free procurement process for healthcare organizations.

                                Established an online marketplace featuring quality products from trusted vendors.

                                Validated every manufacturer and vendor through rigorous clearance verifications.

                                Want to explore our client's full story?

                                SOLUTION BENEFITS

                                Making an Impact on Client Success

                                Fingent developed a robust platform, Kogland, to revolutionize medical procurement. This B2B e-commerce marketplace simplifies the purchasing process for healthcare organizations, offering transparent payments, stress-free returns, and refunds, secure payment gateways, exclusive vendor engagement, and an automated shipping process.

                                Transparent payments with no hidden costs

                                Hassle-free returns and refunds

                                Secure payment gateways for timely transactions

                                Exclusive vendor engagement opportunities

                                Automated shipping processes

                                Large subscription base

                                Secured payment gateways

                                Increased branding reach

                                Reduced inventory costs

                                Smarter reporting

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                                      B2B E-commerce Platform for Procuring Healthcare Equipment and Consumables

                                      Challenges:

                                      Rising costs and inefficiencies due to non-digital procurement channels, along with error-prone, time-consuming coordination between manufacturers and dealers.

                                      Industry

                                      E-commerce

                                      Solutions:

                                      Created an advanced B2B e-commerce platform, Kogland, for healthcare procurement.

                                      Results:

                                      Streamlining healthcare procurement, achieving pricing standardization, reducing middlemen involvement, and simplifying processes for healthcare organizations.

                                      Location:

                                      India

                                      About the Client

                                      Kogland stands as a premier B2B e-commerce marketplace focused on streamlining healthcare procurement for hospitals and clinics. They aim to disrupt the traditional procurement process by helping healthcare providers procure quality products from trusted manufacturers and vendors.

                                      Fingent developed a robust e-commerce platform tailored to a wide array of B2B functionalities. This platform empowers Kogland to enhance efficiency, reliability, and accessibility in healthcare procurement.

                                      Case Overview

                                      A team of medical and technology experts recognized critical challenges in healthcare procurement, including hidden costs and supplier preference variability. They sought to simplify the procurement process by reducing intermediary commissions and addressing corruption risks.

                                      With Fingent's support, they launched a specialized e-commerce platform for B2B medical procurement. This platform enhances efficiency, transparency, and cost-effectiveness, ensuring reliable access to quality medical supplies.

                                      CHALLENGES

                                      Roadblocks Faced in the Existing System

                                      Non-digital procurement channels escalated acquisition costs.

                                      The need to streamline the procurement process was evident.

                                      Invisible costs such as inventory holding and distribution expenses were prevalent.

                                      Supplier preferences led to drastic cost variations.

                                      The traditional medical supplies procurement model involved multiple intermediaries.

                                      The risk of corruption in the healthcare procurement process remained a concern.

                                      SOLUTION

                                      Fingent's Approach: B2B E-commerce Platform

                                      To address challenges such as the middlemen's influence and achieve pricing standardization, Kogland was developed as a B2B e-commerce marketplace, aimed at streamlining medical procurement for healthcare organizations.

                                      Implemented a single dashboard for managing orders, shipping, and payments.

                                      Facilitated a hassle-free procurement process for healthcare organizations.

                                      Established an online marketplace featuring quality products from trusted vendors.

                                      Validated every manufacturer and vendor through rigorous clearance verifications.

                                      Want to explore our client's full story?

                                      SOLUTION BENEFITS

                                      Making an Impact on Client Success

                                      Fingent developed a robust platform, Kogland, to revolutionize medical procurement. This B2B e-commerce marketplace simplifies the purchasing process for healthcare organizations, offering transparent payments, stress-free returns, and refunds, secure payment gateways, exclusive vendor engagement, and an automated shipping process.

                                      Transparent payments with no hidden costs

                                      Hassle-free returns and refunds

                                      Secure payment gateways for timely transactions

                                      Exclusive vendor engagement opportunities

                                      Automated shipping processes

                                      Large subscription base

                                      Secured payment gateways

                                      Increased branding reach

                                      Reduced inventory costs

                                      Smarter reporting

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                                            Odoo ERP Integration With a Leading B2B e-Commerce Healthcare Procurement Platform

                                            Challenges:

                                            Data silos, supply chain delays, financial disorder, and inefficient customer service.

                                            Industry

                                            E-commerce

                                            Solutions:

                                            Integrated Odoo ERP with Kogland's Magento-based B2B e-commerce platform.

                                            Results:

                                            Streamlined processes, enhanced data integrity, and efficient management capabilities across their business operations.

                                            Location:

                                            India

                                            About the Client

                                            Kogland is a prominent B2B e-commerce marketplace dedicated to streamlining healthcare procurement. Specializing in medical consumables and equipment, they offer healthcare providers a platform to procure quality products from trusted manufacturers and vendors.

                                            Their integrated dashboard simplifies order management, shipping, and payments, ensuring hassle-free procurement with a wide array of brands and high-quality offerings.

                                            Case Overview

                                            Kogland faced challenges with fragmented data management using Excel, leading to silos, supply chain delays, and inefficient customer service.

                                            Fingent integrated Odoo ERP, replacing Excel with a centralized system that streamlined operations, improved data visibility, and empowered service agents with quick access to customer information.

                                            CHALLENGES

                                            Roadblocks Faced in the Existing System

                                            Data silos due to Excel spreadsheets managing purchases, sales, inventory, and stock value.

                                            Error-prone and inefficient coordination between device/drug manufacturers and dealers, leading to supply chain delays.

                                            Financial disorders, inefficient customer data tracking, and communication challenges affect decision-making.

                                            SOLUTION

                                            Fingent's Approach: Odoo ERP Integration

                                            Fingent, as an Official Partner of Odoo, facilitated the seamless integration of Odoo ERP into Kogland's system. Leveraging Magento's robust APIs, tailored for ERP integration and innovative features in e-commerce websites, Kogland now efficiently manages order processing, purchase operations, and inventory management through Odoo on their Magento-based B2B e-commerce platform.

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                                            SOLUTION BENEFITS

                                            Making an Impact on Client Success

                                            Fingent played a pivotal role in transforming Kogland's operations by integrating Odoo ERP with their Magento-based B2B e-commerce platform. This integration streamlined processes, enhanced data integrity, and empowered Kogland with advanced insights and efficient management capabilities across their business operations.

                                            Eliminating duplicate data and ensuring data integrity

                                            Generation of timely and useful reports and analytics

                                            Single centralized location for real-time data updates and improved communication

                                            Insights for planning, budgeting, forecasting, and financial reporting

                                            Simplifies regular inventory monitoring and tracking of consignments

                                            Single Centralized Location

                                            Efficient Inventory

                                            Reports and Analytics

                                            Minimized Risk

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                                                  Custom Program Management Software for International Automotive Oversight Bureau

                                                  Challenges:

                                                  Managing multiple projects, tight deadlines across 10-12 areas, task oversight risks, and lacking technology for business visibility.

                                                  Industry

                                                  Utilities

                                                  Solutions:

                                                  Created a custom program management solution, enhancing workflow organization, meeting management visibility, and tightening security.

                                                  Results:

                                                  Easy scheduling, improved stakeholder engagement, and comprehensive management visibility.

                                                  Location:

                                                  US

                                                  About the Client

                                                  The International Automotive Oversight Bureau (IAOB) is among the five global oversight offices under the governance of the International Automotive Task Force (IATF).

                                                  Dedicated exclusively to Automotive Quality Management System oversight, IAOB collaborates with leading automotive manufacturers and trade associations within IATF to establish and uphold international quality standards.

                                                  Case Overview

                                                  IAOB struggled to manage multiple projects and meet tight deadlines across various operational areas, lacking integrated technology for streamlined workflows and enhanced management visibility.

                                                  Fingent stepped in with a customized program management software solution, enabling efficient workflow organization, global meeting scheduling, and streamlining decision-making processes.

                                                  CHALLENGES

                                                  Roadblocks Faced in the Existing System

                                                  Difficulty in managing and tracking multiple projects simultaneously

                                                  Constantly overwhelmed with tight deadlines across 10-12 areas of work

                                                  High risk of missing deadlines and critical tasks falling through the cracks

                                                  Limited visibility for management across all operational areas

                                                  Lack of technology for effective program management

                                                  SOLUTION

                                                  Fingent's Approach: Custom Management Software

                                                  Developed custom program management software tailored to IAOB's needs

                                                  Introduced robust tracking features and implemented a security firewall for data protection

                                                  Implemented multi-factor authentication to enhance system security

                                                  Centralized program management tool for accessing all necessary data

                                                  Integrated with existing systems using APIs and alternative methods

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                                                  SOLUTION BENEFITS

                                                  Making an Impact on Client Success

                                                  Fingent's tailored program management software solution has revolutionized operations for the IAOB, empowering them to streamline decision-making and enhance efficiency across their diverse initiatives. This transformation underscores Fingent's commitment to delivering innovative solutions that align with and elevate client workflows effectively.

                                                  Highly customizable program management software

                                                  Facilitated the creation of date polls across different regions and time zones

                                                  Streamlined decision-making processes with tailored polling

                                                  Enhanced management visibility and operational efficiency across all initiatives

                                                  Integrate various systems and tools for centralized data management and enhanced collaboration.

                                                  Quick Scheduling

                                                  Comprehensive Management Visibility

                                                  Improved Stakeholder Engagement

                                                  Efficient Operations

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                                                        Net Lease Trading Platform Development for a Modern Investment Brokerage Firm

                                                        Challenges:

                                                        Redefining net lease trading, adapting to the rising commercial real estate market demands, and embracing new technology trends

                                                        Industry

                                                        Real Estate

                                                        Solutions:

                                                        An integrated net lease trading platform offering advanced analytics and intuitive tools for commercial real estate stakeholders.

                                                        Results:

                                                        Easily manage 10,000+ listings, streamlined demonstration of listings, forecasted trends, and ROI metrics

                                                        Location:

                                                        US

                                                        About the Client

                                                        Our client is a New York-based investment brokerage firm specializing in net lease real estate and 1031 exchanges. They assist clients in buying and selling commercial real estate, providing essential metrics related to credit and timing for their 1031 exchange buyers.

                                                        Their diverse clientele includes commercial real estate stakeholders, brokers, and individual investors, benefiting from their expertise in navigating complex transactions and maximizing investment returns.

                                                        Case Overview

                                                        In the Commercial Real Estate (CRE) market, prioritizing tenant and end-user preferences is crucial. As data generation and predictive analytics advanced, our client sought to embrace data-backed decision-making.

                                                        Fingent partnered with the firm to develop an advanced net lease trading platform with user-friendly dashboards and intuitive 1031 exchange tools. This solution provided real-time visibility, market insights, and projected revenue analysis, enabling clients to make informed investment decisions.

                                                        CHALLENGES

                                                        Roadblocks Faced in the Existing System

                                                        Use of two separate applications for listing properties and tracking, requiring integration for real-time visibility.

                                                        Need for enhanced visibility into listing performance

                                                        Difficulty in tracking 1031 exchanges, necessitating improved visibility and management

                                                        Agents needed to efficiently navigate buyers towards high ROI listings

                                                        SOLUTION

                                                        Fingent's Approach: Integrated Net Lease Trading Platform

                                                        Advanced Property Trading Platform: This platform provides insights into current market trends and comparative analytics to help users make informed decisions about commercial property transactions.

                                                        Intuitive 1031 Exchange Dashboard: Supports sales and 1031 exchanges with user-friendly interfaces for employees and customers.

                                                        Projected Revenue and Lease Analysis: Offers projected revenue charts and return-on-investment analysis, enabling stakeholders to assess future property performance.

                                                        Customizable Analytics for Agents: Empowers agents to recommend properties that align with investor preferences, expectations, and financial goals.

                                                        Want to explore our client's full story?

                                                        SOLUTION BENEFITS

                                                        Making an Impact on Client Success

                                                        Fingent built an advanced net lease trading platform that upgraded the way the client managed their commercial real estate listings. This integrated solution provided real-time market insights, intuitive 1031 exchange tools, and robust analytics, empowering brokers and investors to make data-driven decisions, streamline offer management, and forecast property performance with greater accuracy.

                                                        Over 10,000 listings are managed seamlessly through the new net lease trading platform.

                                                        Brokers can easily demonstrate listings to prospective buyers or investors directly via the application.

                                                        Users can place and manage offers on multiple listings and update them as needed.

                                                        Investors are provided with dependable ROI metrics based on historical and current data, along with forecasted trends, saving time and reducing risk.

                                                        Personalized property and seller dashboards

                                                        The first 1031 online trading platform

                                                        Revenue projection charts and financial summaries

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