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Wholesale and retail

Data-empowered digital commerce

To stand out in the global competition, wholesale and retail companies need to tap into process and customer data and think about the value they can extract from analytics. 

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Manufacturing industries

Customer-centric, data-led manufacturing

For manufacturers, true digital transformation starts by envisioning where in the value chain can data be applied to make a difference.

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Public Sector

Accessible and intuitive public services

All public sector services should be designed to serve citizens first. Digital solutions and applications must be easy to use, despite physical and cognitive disabilities.

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Energy and utilities

Dynamic and resilient energy economy

Digital processes and data-led services help energy and utility sector companies develop a stable energy offering with transparent, customer-centric services.

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Digital platform economy

Fast-tracking innovative business models

Shared platforms offer fast entry to new markets, cost-efficiently and scalably. But lasting value add comes from cross-industry collaboration and linking products with complimentary services.

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Banking, finance and insurance

Agile business, customer-centric services

Digitally disrupted, the companies in the banking, finance and insurance sector must actively innovate new approaches to build omnichannel customer experiences that fully utilize data.

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Medical devices manufacturers

User-centric healthcare applications

While medical device software is strictly regulated, there's room for innovations that make life easier for patients and caregivers. Stable and secure data flow is a must.

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Case Taaleri Wealth Management: Lead the way with state-of-the-art digital solutions

INTRO

The business operations of Taaleri Wealth Management underwent an extensive digital overhaul after the company’s decision to adopt new electronic agreement and brokering processes. Vincit was hired to develop a CRM system that would assist Taaleri’s bankers in their daily job, but the system has subsequently proved its usefulness as a gateway to the digitalization of other services. The companies’ fruitful cooperation also led to a collaborative recruitment and training campaign that brought together aspiring developers to form Taaleri’s own development team.

Updating processes for the digital age

Amassing paperwork presented Taaleri’s biggest challenge, as it made concluding wealth management agreements and brokering cumbersome. Taaleri wished to make the banker’s job easier and reduce the customers’ paper load by digitalizing the company’s processes. However, Taaleri didn’t have an internal team for developing the necessary digital tools, and to make the situation even more challenging, any recruitment attempts proved difficult, as the financial services company wasn’t particularly well-known among developers.

Taaleri and Vincit’s journey started out as a run-of-the-mill cooperative project which aimed at creating a well-functioning agreement tool for bankers. However, over the years, the continuing cooperation has turned the customer relationship into a strategic partnership that has seen the two companies team up in a joint effort to bring Taaleri’s projects to fruition in various forms and constellations.

Our expertise used in this case:

  • Software development

  • Web development

  • UI

  • UX

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