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smart_toy Automation

Workflow Automation for FinEdge

How custom automation saved 40 hours per week and eliminated manual errors

Client: FinEdge Industry: Financial Services Service: Automation
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Key Results

40hrs
Saved per week
95%
Reduction in data errors
2x
Lead response speed
28%
Increase in close rate
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The Challenge

FinEdge's team was drowning in manual data entry. Lead follow-ups fell through cracks, reports took days to compile, and their CRM was a mess of duplicate entries.

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Our Solution

We built custom automations connecting their CRM, email, and reporting tools. Automated lead scoring and routing, drip email sequences, and real-time dashboard reporting.

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"The automation has been a game-changer. Our team now focuses on closing deals instead of wrestling with spreadsheets."

Karen Liu
Operations Lead, FinEdge

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