Software & CRM | FinSavvy Case Study

40%

Reduction in Client
Onboarding Time

2X

Increase in Internal Task
Completion Rate

95%

CRM Adoption Rate
Within First Month

About the Client

FinSavvy

FinSavvy is a U.S.-based financial advisory firm offering wealth management, investment planning, and retirement solutions to high-net-worth individuals. As their client base expanded, they faced major inefficiencies in managing client interactions, onboarding processes, and internal collaboration using disconnected legacy systems.

The Challenge

Disjointed systems leading to workflow redundancies
Manual data entry causing frequent errors and delays
No centralized client communication or documentation trail
Lack of real-time performance tracking or analytics
Low employee engagement with existing tools

Our Solution

Designed and developed a custom CRM tailored to FinSavvy’s operational model
Integrated client communication, task management, and reporting in a unified platform
Automated onboarding workflows with e-signature and document verification
Enabled custom dashboards and analytics for advisors and admins
Conducted team training and offered adoption support post-deployment

Key Featured Delivered

Custom CRM Development

Workflow Automation & Task Management

Secure Client Portal with Document Sharing

Dashboard Reporting & Analytics

System Integration with Third-Party Tools

Staff Training & Post-Launch Support

Client Feedback

“Our new CRM doesn’t slow us down—it powers us forward. Emiratech understood our needs and built exactly what we needed.”

Lauren Mitchell
Operations Director, FinSavvy

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FinSavvy – Revolutionizing Client Management with a Tailored CRM

40%

2X

95%