Leading financial consultancy streamlines its data collection process with Mobile Forms

Our client, a leading tax advisory and financial consultant, provides loans, promissory notes and income tax solutions to a large customer base.

The tax filing process of manually collecting their customers’ critical income data and financial information was not only time consuming but error prone as well.

Learn how Streebo Mobile Forms helped them overcome these challenges, thereby increasing consultant efficiency and reducing data entry errors

You can now download the case study. Thanks for your Interest.

Thanks for your interest in our case study.

More Customer Stories

US-based Pharmaceutical Machine Inspection Solution Provider Integrates Expense Management with Travel Desk Using Streebo Cloud DXA Solutions

Streebo helps a leading luxury retailer improve employee collaboration with HCL Connections

Leading Asian Insurer drives customer engagement by providing key services at their fingertips

A Car Rental Company Simplifies its Duty Slip Form Using Streebo Cloud DXA Solution

A Government Administration Agency in Middle East initiates its Digital Transformation via development of Mobile App & a Conversational Interface powered by HCL and Streebo.

Matco Tools

Asia’s Biggest Business conglomerate has unified its digital experience by consolidating all digital properties

Streebo helps one of the world’s largest energy midstream service providers in U.S.

Case study for A Chatbot for Oil & Gas Refinery: Rapidly Roll-out Smart Bots with IBM & Streebo

American National Insurance Company fast-tracks mobile access