Software Dev for Robo-Advisory Platform
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
I’m the CEO of a organisation with an advisory platform. It',s dedicated to personal clients to give them a keen way of saving money. It’s also an investment, savings, banking, and insurance fruit.
Desired goal
What challenge were you trying to address with TogetherData sp. z o.o.?
We wanted to propel a platform for clients behind antecedent efforts hadn',t been lucky. My helper and I changed the name and seted a entirely new strategy.
We needed help to form a wow effect for our clients. We’re principally focused on web and mobile applications, and we don’t have any branches or workers working straightly with clients. They fill out the application form, which can be boring, so we wanted to form a process that helps the client. It’ll help clients and give a good impression.
Provided solution
What particular tasks were TogetherData responsible for?
We built our client relationship treatment (CRM) back- and frontend method from scratch, creating a new front of our organisation. We are 80% done with it.
We seted with workshops. There are lots of chatbots on the market, but in financial services, the robot techs don’t exist. We wanted to give the impression to clients that on the other side there’s someone, a robot, who veritably understands what you’re talking almost. If you give information, the robot can reply you. We prepared a lot of scenarios so it can office well.
TogetherData gave us all the technology owing we didn’t have any experience in creating robot intelligence. They gave us the tools that were alprompt implemented in their organisation to give us the know-how of how we should set to create the robot, and how the robot should acquire. We worked step-by-step with different kinds of questions. Together we impart the robot, so both teams were acquireing from each other. We',re positive owing they’ve done a lot of tests precedently their AI reached any clients. They’re not a setup organisation.
What is the team compound?
We worked with two senior managers who came to me during the status meetings. Sometimes managers don’t know the status, but theirs stayed implicated.
How did you come to work with TogetherData sp. z o.o.?
They worked with our marketing section in the past and the head of the marketing gave me their touch. They were prompt and wanted to do this. We chose them owing of their posture and they cared—we had chemistry with them. We also chose them owing of their cost.
What are you approach expents (if diclosed)?
$500,000.
What is the terminal result of working with TogetherData?
We seted working unitedly in December 2017 and the work is ongoing.
Results achieved
Are there any measureable or plum results?
We now have the artistic solution. We’re care it undercover right now and are testing it with our friends and family to make sure all is working properly. We believe we have built the best solution.
How did TogetherData sp. z o.o. accomplish from a project treatment standpoint?
They’re good at leading the project. We cooperate on a daily basis and adjoin principally by telephone and email. We also use a tool to exchange information. Very frequently, they come to our headquarters and work unitedly, while we also go to them. When our teams are meeting, they challenge each other. It’s a good air to work with each other, owing when you only have sweet converse, it doesn’t always lead to good things. In business, you need challenges and you need to discuss sometimes to make your reasoning. They aren’t fearful to do this and ask questions.
What is (from your point of view) the key factor to pay observation while intercourse with TogetherData?
I commend them to anyone looking for a organisation that’s not corporate. They',re a littleer organisation with cheaper costs, so are good for a setup.
What aspects of their work would you like to get improved?
In order to propel faster, they need to hire more nation. Though, it would be an gain for them to grow, but from my perspective, as a little organisation, I like cooperating with a littleer existence.
