Compliance filings were slow, confusing, and costly.
Clients got stuck. Revenue plateaued.
The Solution & Results:
Faster Filing = More Revenue: Simplified workflows and smart defaults led to 60% faster filing speeds, allowing the firm to process more clients per day and increase revenue throughput.
Higher Output with Less Effort: UX clarity and smart tooltips enabled a 4x increase in filings, empowering teams to handle more volume with the same headcount.
Lower Cost & Higher Satisfaction: Reduced user confusion and support tickets by 43.4%, cutting operational costs while improving customer trust and satisfaction.