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Empowering efficient client account management
Centralized Vision sought to empower its members with a dedicated internal tool for efficient and centralized management of client accounts, leveraging technology to enhance efficiency and address the need for an updated system.
Overcoming technological gaps
The main challenge was the absence of a dedicated tool for managing client accounts, particularly issues working with dynamic forms on demand and the need for custom validations.
A modern customer portal for account handling
The Centralized Vision Client Account Management Tool was a customized solution designed to meet specific needs, with features like dynamic forms, custom validations, and centralized management, ensuring data accuracy and compliance.
The Centralized vision team doesn't have to use a variety of tools to report to their clients. Instead, the company has become more efficient and their customers are receiving better service, given they use the app as well.
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