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Finance

Pulse CRM Suite

CRM and onboarding automation for a growing fintech lender.

Pulse CRM Suite

2

× sales velocity

Automated KYC flow

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Audit-ready logs

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Results

2× sales velocity Automated KYC flow Audit-ready logs

Approach

CRM and onboarding automation for a growing fintech lender.

Gallery

Pulse CRM Suite dashboard
Product experience overview
Pulse CRM Suite analytics
Operational analytics