Explore our customer stories to see
how we’re building the future together

Hexaview's Workato Integration Solution streamlined data synchronization operations for a financial services firm

Hexaview’s Workato Integration Solution Streamlined Quote-to-Invoice Workflow for a Leading B2B SaaS Company

Governed Lakehouse Reporting on Microsoft Fabric for Wealth and Trust Management

Transformation of Business Operations & Device Maintenance via Predictive KPIs

Developed an Application for EMI Repayment Prediction Leading To A Huge Decrease In Frauds Rates

Digital Transformation with Salesforce Health Cloud Implementation

AI-Enabled Chatbot for Human Resource Operations

Salesforce Managed Services to Cater to the needs of a Leading Travel & Tourism Organization

Optimized The Client’s Application To Handle 1M+ Portfolios and Rebalance Them Flawlessly

Developed an online platform for revolutionizing trading and investment management experience

Ensuring Scalability Of A Leading Wealth Management Platform through Stress Testing

Transforming eCreditAdvisor’s Tech Environment Through Modern Automated Solutions

Salesforce Classic to Lightning Migration for a Wealth Management Organization

Field Service Lightning Implementation For A Seamless Customer Experience

Seamless Access to Web Applications with Single Sign-On (SSO) Solution

Smart Attendance System: The new generation attendance tracking mechanism using facial recognition

Portfolio Rebalancing Engine – Trade Order Management System

Improving Financial Advisors’ Engagement via Salesforce

Salesforce Managed Services to enable the client drive value on their Salesforce implementations

Upgraded Client’s Salesforce system to create a two-way integration and ensure performance optimization

Migration from RedTail CRM to Salesforce CRM for a Wealth Management Organization

How Hexaview helped a FinTech firm upgrade its financial planning platform to empower advisor growth

Hexaview helps an IT firm to increase its ROI and provide an enriched user experience

Helped a FinTech firm redesign its flagship platform to improve the user experience

Cloud Cost Optimization: Reduced AWS OpEx by 45%

Assisted an IT company with their Application Redesigning

Transferring Data From Quickbooks to Accounting Seed

Migration of Data from RedTail to Salesforce Sales Cloud

Salesforce Marketing Cloud – Helped a Health Service Firm Increase their Productivity by 3x

Salesforce Development & Customization for an IT Company

Integration of Blockchain Technology and Enabling Easy Creation of NFTs

Helped One of the Biggest Retailer in Setting up Contact Center CRM

Implementing Contact Center CRM for Healthcare Industry

Ability to Effectively Calculate & Pay to Financial Reps

Creating custom SSRS reports using Advent Portfolio Exchange (APX)

Integrating third-party digital transaction management system in the existing application

Advisor Billing Application to Cater to Varying Enterprise Businesses.

Custom Software Development to integrate Financial Systems Bloomberg & AXYS Portfolio Management System

Online Portal to Digitize the Monthly Report Generation Process

America’s leading direct lender expands their offering with our offshore captive center

Developed an end-to-end web application to manage client portfolios, various accounts, and investments

Transforming SSRS Report Generation Process using Advent Portfolio Exchange (APX)

A financial social networking platform for investors and advisors to interact over multiple devices including iPad

Developed An Online Portal To Transform The Monthly Financial Report Generation Process

User-Friendly CIBIL Report Generation using Power BI and SSIS Packages

Production Grade Digital Signature Implementation

Distributed Trade & Order Management Platform

Developed a unified web application to access all the required information in a single place

Customizing Advisor Desktop platform created by a leader in US wealth management & investment services provider

Customizing Salesforce implementation for on-demand business requirements

Established a User-Friendly Payment Management Portal on AWS Cloud

Developed an Online Portal To Manage Assets, Liabilities, Positions & Accounts

How Hexaview Implemented a scalable & robust Azure-based solution for financial advisors

Powering the data extraction application of a renowned wealth management firm

Developed a system to keep live track of major metrics & aid financial advisors in strategic decision making

Performed Database Optimization and Improved the performance & security of the client’s application

Performed UI Testing in the client’s Salesforce Application to enhance the user experience

Automating IoT Solutions Through a Cloud – Independent IoT platform

Performed Research to Determine The Best Platform for an E-Commerce Website Development

Application for Monitoring Various Health Parameters

Developed an end-to-end Language Learning Mobile Application with Extensive Features

Developed a Mobile Application to Measure Heart Rate and Blood Pressure from Wireless Wrist Device

Upgraded and tested the client’s service card to process Syslog messages using an MS-MPC card

Providing seamless data flow solutions through Salesforce & NetSuite Integration

Salesforce Application Development To Enhance Marketing Operations and Workflow

Enhanced the Clients’ News Portal by Adding AI & OCR Functionalities

How Hexaview Addressed Data Management Efficiency of a Telecom Company using Big Data Analytics

An online marketplace for revolutionizing investment experience

Simplified Customer Onboarding Process for a Global Financial Services Client

Accounting Firm Increases Business Efficiency Through Salesforce Outlook Integration

Managed services to ensure zero downtime & high availability for a reputed financial services company

Empowered Decision-Makers With A Comprehensive Portfolio Management Analysis Application

Captive Services for a Leading Wealth Technology Firm

Resolved the Data storage issue & upgraded the ETL process from Manual to Automatic

Developed a Secure, Scalable & User-Friendly Portfolio Management Application

Created a Datalake for the Client which Streamlined Data Collection and Processing

Built Interactive Reports & Dashboard and improved data visualization

Customization & Enhancement on Service and Experience Cloud

From Silverlight to HTML5 - Upgraded the Client's Portfolio Application to support Rebalancing

GCC (Global Capability Center) for a Leading Technology Provider

Digital Transformation with Salesforce Application Customization Services

GW Cloud migration from Producer Engage On-Prem 6.X to GW Cloud version

P&C Insurance AMS Development

Guidewire Producer Engage 11.x Implementation

Enabling Authentication and Access Control-Based Data Sharing in Salesforce

Claim Adjuster Mobile Solution for a P&C Insurer

Hexaview Created a Data Lake by Integrating Multiple Data Sources using AWS services

Enabling Secure Transactions: A Comprehensive Fraud Detection System for Banking and Financial Services Integration

Hexaview Built a System for Inbound Data Integration from Multiple Sources and Outbound Data Flow using Azure Services

Hexaview Developed a System for Automated Story Generation and Precision Scoring System

An End-to-end Calculation Software Solution to Uplift the Data Accuracy

Enhanced the business operations and productivity through Salesforce customizations

Developed a hybrid mobile application enabling video calls and more for seamless mobile communication.

Hexaview helped its client in Salesforce Customizations and Data Cleansing

Expedited Time to Market by Building an Offshore Development Center

Hexaview enhanced the search functionality for a law firm through Salesforce Object Search Language

Hexaview helped a client to enhance their overall product experience for the end users

Saved Customer’s 250+ Man-hours by Incorporating Digital Process Workflow

Real-time Report Creation & Distribution Solution for Wealth Management Advisors

Hexaview's comprehensive solutions empowered the client to maintain the quality and reliability of their Fintech software