Problem

Based on the needs of the senior or a patient, the medical conditions, size of the house they are in, and more importantly their willingness to be in safe monitored area, there are multiple hardware sensors combinations that are added as packages which can be purchased from the website and the packages are also categorized in multiple ways to ensure the correct package is delivered to the user.

Challenges

We need to authorize user from multiple CRMs using oAuth2, and create calendar event with different timezone.
Fetch scheduled time slots from the CRMs to display scheduled meeting of all CRM into one calendar.
Manage paperwork of multiple companies to generate PDF, send it to the user via Docusign CRM and, retrieve filled document.
For Intelligent Search, create dynamic query builder which will based on filters that applied to fetch the information.

Result

Finally, we built Benjamin from the financial advisor’s perspective to create efficiencies and deepen relationships without losing that personal touch that makes a financial advisor so valuable.
Now you have one platform to pull out all the contacts from your CRMs that you used to manage it.
Getting touch with the client by schedule a meeting or sending continues update via conversation and many more.
Build strong client-advisor relationships through the power of smart, automated communication.