DreamzTech Solutions

BACKGROUND

Please describe your company and position.

I am the CEO 

Describe what your company does in a single sentence.

A global institutional liquidity provider and financial technology partner delivering deep multi-asset liquidity and trading infrastructure to brokers, banks, and fintechs worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• DreamzTech developed an advanced automation and analytics platform

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• High ratings
• Pricing fit our budget
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

DreamzTech developed an advanced automation and analytics platform tailored to our trading operations. Key deliverables included an AI-powered analytics engine, live performance dashboards, automated reporting and compliance tools, seamless integration with our existing execution systems, and scalable backend architecture designed to handle high-frequency institutional data flows.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The solution significantly improved the speed and accuracy of data analysis, reduced manual monitoring tasks, and enabled faster decision making across our trading teams.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

DreamzTech’s project management was professional and transparent. Milestones were consistently delivered on schedule, and communication was clear throughout.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their ability to understand our complex financial infrastructure and translate it into a technologically sophisticated yet user friendly platform.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

Their support and responsiveness are excellent.

BACKGROUND

Please describe your company and position.

I am the CEO of an investment & angel network.

Describe what your company does in a single sentence.

An investment and angel network platform that connects investors with vetted opportunities while supporting secure, compliant investment decision-making.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We hired DreamzTech Solutions to build a secure and scalable investment automation platform that would strengthen compliance, reduce fraud risks, and streamline our investment review and approval processes.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Designing and developing a custom investment automation platform with AI-based fraud detection and compliance workflows. Key deliverables were a secure transaction and review system, automated compliance checks, real time monitoring dashboards, scalable backend infrastructure, and seamless integrations to support future platform growth.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The platform significantly reduced manual review times, improved transparency across investment workflows, and strengthened compliance accuracy.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

DreamzTech managed the project efficiently, delivering milestones on time and maintaining clear communication throughout. They were highly responsive to feedback.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

DreamzTech managed the project efficiently, delivering milestones on time and maintaining clear communication throughout. They were highly responsive to feedback

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

Overall, the engagement was very smooth.

BACKGROUND

Please describe your company and position.

I am the Communications Leader of a PR and communications agency. 

Describe what your company does in a single sentence.

We are a strategic communications and PR agency based in Singapore and Malaysia, helping brands amplify their message, build visibility, and engage audiences through creative, data driven communication campaigns.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We engaged DreamzTech Solutions to create a custom AI-powered campaign performance and reporting platform that would unify our data sources, automate insights, and help us better measure the impact of our communications and media outreach efforts.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Referral

Why did you select DreamzTech Solutions over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project involved building a centralized platform that pulls campaign data from multiple channels, uses AI to identify trends and performance patterns, and delivers clear, real time insights to account teams and clients.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Client satisfaction with reporting clarity has noticeably gone up, and our teams can focus more on strategy rather than manual data tasks.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

DreamzTech’s project management was structured, communicative, and highly reliable. They delivered each milestone on schedule and maintained regular check ins to update us on progress.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their ability to really understand our communications business not just the technical brief.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

If we had one suggestion, it would be to deliver walkthrough tutorials or onboarding videos earlier in the deployment process to help team members adopt the platform even faster.

BACKGROUND

Please describe your company and position.

I am the CEO of a nonprofit.

Describe what your company does in a single sentence.

A nonprofit dedicated to improving the lives of people with COPD and related lung diseases through research, education, advocacy, and community support.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We brought in DreamzTech to help us modernize how we engage donors and volunteers by building an intelligent platform that could streamline campaign outreach, automate follow ups, and give us deeper insights into community participation.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

DreamzTech created the full engagement platform from the ground up, including donor activity tracking, volunteer onboarding workflows, automated outreach messages, and real time analytics dashboards. They also implemented an AI powered chatbot to handle common inquiries and helped us design reporting tools that made it easier for our team to monitor campaigns and community involvement.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We saw noticeable improvements in donor re-engagement and volunteer participation within the first few months. Routine tasks that once took hours are now fully automated, and our team has clearer visibility into what’s working in our outreach efforts.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management style was very organized and supportive. Milestones were delivered on time, communication was always transparent. 

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was how invested they became in understanding our mission. They didn’t treat the project like just another software build they genuinely cared about creating something that would help us serve our community more effectively.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

The only thing we would have appreciated is a bit more onboarding documentation early on, especially for staff who are less familiar with new technology.

BACKGROUND

Please describe your company and position.

I am the CEO of an activewear brand.

Describe what your company does in a single sentence.

We create versatile, high quality activewear and wardrobe essentials designed to make people feel confident and comfortable in their everyday lifestyle.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We hired DreamzTech to develop a personalized shopping experience and a loyalty management system that could deepen customer engagement and increase repeat purchases across our online store.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project included building an AI powered recommendation module that analyzes customer browsing patterns, purchase history, and style preferences. They also developed a loyalty program with tiered rewards, personalized offers, and automated customer notifications.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

--

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was smooth and responsive. Tasks were delivered according to schedule, and whenever we needed adjustments to match our brand’s tone or customer behavior, the team implemented changes quickly.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to combine AI, UX, and retail business logic stood out.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

The only thing we would have appreciated was more A/B testing options built directly into the dashboard, but once we mentioned it, they added enhancements in the next sprint.

BACKGROUND

Please describe your company and position.

I am the CEO of a digital solutions firm.

Describe what your company does in a single sentence.

We are a digital solutions company founded by former Shopify experts, helping businesses and institutions create seamless online experiences through intelligent technology, custom integrations, and scalable platforms.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We hired DreamzTech Solutions to design and build an adaptive eLearning platform powered by AI a system that could personalize learning paths, engage students with chatbot tutors, and give educators real time insights through analytics dashboards.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

DreamzTech developed a next-generation adaptive learning platform built around personalization and engagement. 
The scope included:

• Designing an intuitive interface for both learners and educators
• Developing AI algorithms that adapt content based on learner behavior and progress
• Building an interactive chatbot tutor to guide students in real time
• Integrating data analytics dashboards for educators to monitor progress and performance
• Ensuring scalability and security for high user traffic

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

After launch, we saw a 45% increase in learner engagement and a 30% improvement in course completion rates.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was excellent. DreamzTech maintained a clear schedule and always communicated updates proactively. They delivered each phase right on time and were very open to feedback throughout.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their ability to merge creativity with advanced technology. They didn’t just focus on the technical side; they took the time to understand our educational goals and turned them into a meaningful digital experience.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

The only thing we’d suggest would be more detailed user onboarding materials for educators using the analytics dashboards for the first time.

BACKGROUND

Please describe your company and position.

I am the CEO of a logistics and supply chain company. 

Describe what your company does in a single sentence.

A global logistics and supply chain company specializing in smart transportation, asset tracking, and inventory management solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• We partnered with DreamzTech Solutions to develop an AI-powered asset and inventory management platform that could improve real-time visibility, automate tracking using RFID and IoT technology, and minimize manual errors across our logistics operations.

SOLUTION

How did you find DreamzTech Solutions?

• Online Search
• Clutch Site

Why did you select DreamzTech Solutions over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

DreamzTech Solutions designed and developed a comprehensive AI-powered asset and inventory management platform from the ground up. The project included integrating RFID tags and IoT sensors across our logistics assets, building real-time tracking dashboards, and implementing predictive analytics for maintenance forecasting.

Key deliverables included:

A cloud-based web platform for centralized asset and inventory visibility

Real-time tracking and reporting dashboards

Predictive analytics module for asset maintenance and utilization

Seamless integration with our existing ERP and warehouse systems

End-user training and ongoing technical support.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project delivered several measurable outcomes that clearly demonstrated its success. We achieved a 40% reduction in manual tracking errors, improved asset visibility and utilization by over 30%, and significantly cut down maintenance downtime thanks to predictive analytics. Additionally, our team’s overall operational efficiency improved, with faster decision making and real time insights that allowed us to manage inventory and logistics more proactively.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

DreamzTech’s project management was excellent from start to finish. They maintained clear communication through weekly progress meetings and milestone updates, ensuring we were always informed about timelines and deliverables. Every phase of the project was completed on schedule, and they were highly responsive to our feedback and evolving requirements.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about DreamzTech Solutions was their deep technical expertise combined with a genuine commitment to understanding our business goals.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

None. Overall, our experience was very positive.

BACKGROUND

Introduce your business and what you do there.

I'm the Director of IT for a casino.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with DreamzTech Solutions?

We needed to create a mobile application that would track the frequency of when patrons ordered a drink. The app also needed an integrated feature for scanning a form of identification and checking for expiration or underage drinking.

SOLUTION

What was the scope of their involvement?

DreamzTech Solutions developed a mobile application that tracked the frequency of when patrons ordered a drink. The app had an integrated feature for scanning a form of identification and checking for expiration or underage drinking. The app also included basic reporting of historical tracking and limited the patron to three drinks in a 60-minute period.

What is the team composition?

We worked with three teammates from DreamzTech Solutions.

How did you come to work with DreamzTech Solutions?

Someone referred DreamzTech Solutions to us. We chose them because they were highly recommended, award-winning, and delivered quality work quickly for a fair price.

How much have you invested with them?

We spent less than $50,000.

What is the status of this engagement?

We worked together from August–September 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

DreamzTech Solutions consistently provided updated application versions for us to test. The turnaround time was very quick, and the changes consistently met the feedback we provided. The metrics met the requirements of the tribal council to have transparency into the efforts of managing excessive drinking at the property. We used historical reporting of the number of drinks served that met the three drinks per 60 minutes threshold to demonstrate this transparency to the tribal council.

How did DreamzTech Solutions perform from a project management standpoint?

DreamzTech Solutions' project management was excellent. They always delivered on time and exceeded our expectations in delivery and responsiveness. We communicated via phone and email.

What did you find most impressive about them?

DreamzTech Solutions' quick turnaround, responsiveness, and communication were impressive.

Are there any areas they could improve?

DreamzTech Solutions overdelivered on every aspect of the project.

BACKGROUND

Please describe your company and position.

Commissioner, Indonesian Wheat is Nutritious

Describe what your company does in a single sentence.

Distribution of healthy snacks and breakfast cereals

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• Improving the Planogram at the point of sale
• managing the maintenance workflow better
• upkeeping and improving the knowledgedatabase from the production and distribution landscape

SOLUTION

How did you find DreamzTech Solutions?

Referral

Why did you select DreamzTech Solutions over others?

• High ratings
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

Describe the scope of work in detail. Please include a summary of key deliverables.

We have worked together with Dreamztech to implement a field sales management system. In the meantime we expanded the project workscope and also activated the CMMS Maangement solution.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our Company is now much better able to track and trace our products as well and maange and maintain the equipment needed to make better product and improve the flow of goods.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The Team was always responsive, delivered swiftly and worked smoothly with our implementation team.

What was your primary form of communication with DreamzTech Solutions?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The speed to deliver a well suited solution was impressive and the communication with the management team assigned to our project was direct, very efficient and effective. The programmers assigned to us have all been capable to deliver a working solution.

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

Overall, we were very satisfied with their service and dedication.

BACKGROUND

Please describe your company and position.

I am the CHARTERED ACCOUNTANTS of MAYANK CHOUDHARY AND CO

Describe what your company does in a single sentence.

A Chartered Accountant (CA) firm providing specialized financial, auditing, taxation, and advisory services to businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire DreamzTech Solutions to accomplish?

• To develop a structured Investment Planning & Maintenance Module that provide clients with strategic investment advice, portfolio management, and ongoing financial monitoring.

SOLUTION

How did you find DreamzTech Solutions?

Referral

Why did you select DreamzTech Solutions over others?

• Good value for cost
• Company values aligned

How many teammates from DreamzTech Solutions were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Key Components of the Module
1. Client Profiling & Risk Assessment:
Financial Health Check: Analyze income, expenses, liabilities, and net worth.
Risk Appetite Evaluation: Questionnaire-based assessment (conservative, moderate, aggressive).
Investment Goals: Short-term (liquidity), medium-term (education, property), long-term (retirement).

2. Investment Strategy Development:
Asset Allocation Plan:
Equity (stocks, mutual funds, ETFs)
Debt (bonds, fixed deposits, corporate debt)
Alternative Investments (real estate, gold, REITs, private equity)
Tax-Saving Instruments (ELSS, PPF, NPS)
Diversification Strategy: Sector-wise, geography-wise, and risk-adjusted distribution.
Tax-Efficient Investing: Leveraging tax deductions (Section 80C, LTCG, STCG).

3. Portfolio Construction & Implementation:
Recommendation Engine: AI-driven suggestions based on risk-return profile.
Execution Support: Assistance in opening Demat accounts, SIPs, or direct investments.
Documentation & Compliance: Ensuring KYC, SEBI/FSA regulations, and disclosures.

4. Monitoring & Maintenance:
Performance Tracking:
Benchmarking against indices (Nifty 50, S&P 500).
Regular review of returns (CAGR, XIRR).
Rebalancing Strategy:
Quarterly/annual portfolio reallocation.
Exit strategies for underperforming assets.
Tax Optimization:
Harvesting tax losses.
Adjusting for changing tax laws.

5. Reporting & Client Communication:
Automated Dashboards: Real-time portfolio tracking (via tools like Moneycontrol, Kubera, or custom CRM).
Periodic Reports: Monthly/quarterly performance summaries.
Alerts & Notifications: Market shifts, dividend payouts, maturity dates.
 

Technology Integration:
Robo-Advisory Tools: AI-based algorithms for personalized recommendations.
APIs with Brokers/AMCs: Direct data feeds for real-time tracking.
Secure Client Portals: Encrypted access to investment details.

Compliance & Legal Considerations:
SEBI/RBI Regulations for investment advisors.
Fiduciary Responsibility disclosures.
Data Privacy (GDPR, local laws) for financial information.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Below are key performance indicators (KPIs) across different stages of the project:

 
1. Client Adoption & Engagement:
✅ Increase in Number of clients enrolled in investment advisory services 
✅ Increase in AUM (Assets Under Management) – Track growth in portfolio size 
✅ Increase in Client retention rate – % of clients who renew advisory contracts .

 
2. Portfolio Performance & Financial Gains:
💰 Tax savings achieved.
📉 Reduction in risk exposure (e.g., "High-risk assets reduced from 40% → 25% through rebalancing").

 
3. Operational Efficiency:
⏱ Time saved per client.
🖥 Adoption of digital tools.
📊 Error reduction ("Manual data entry mistakes decreased by 70% with API integrations").

 
4. Business Growth & Revenue Impact:
💵 Increase in fee-based income.
🔄 Cross-selling success.
🏆 Competitive wins ("Won 5 new HNI clients due to structured investment offerings").

 
5. Compliance & Risk Mitigation:
🛡 100% compliance with SEBI/RBI investment advisory regulations.
⚠ Zero regulatory penalties related to client portfolio management.
🔐 Data security – No breaches in client financial data (ISO 27001 compliance).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project Management Approach:
1. Agile Methodology with Phased Rollout:
Sprint-based development (if software is custom-built) or modular implementation (for third-party tools).
2. Dedicated Roles & Accountability:
Project Lead (CA/CFA): Oversees strategy and compliance.
Tech Team/ Vendor: Handles software integration (e.g., APIs with brokerages).
Client Success Managers: Train clients/staff on the new system.
3. Tools Used:
Trello/Asana for task tracking.
QuickBooks/Xero for financial data sync.
Power BI/Tableau for performance dashboards.

Timeliness & Delivery:
✅ On-Time Delivery:

90% of core features (e.g., risk assessment, portfolio builder) launched within 6 months.
Minor delays (e.g., 2-3 weeks) in API integrations due to broker compliance checks.

⚠ Challenges Mitigated:

Regulatory Hurdles: SEBI approval for advisory workflows added 1 month to timeline.
Client Onboarding: Slow adoption by older clients → resolved with training webinars.
 
Responsiveness to Needs:
1. Client-Centric Adjustments:
Feedback Loops: Monthly surveys led to added features (e.g., SMS alerts for dividends).
Customization: High-net-worth clients (HNIs) requested estate planning tools → added in Phase 3.
2. Crisis Management:
Market Volatility
Rapid portfolio rebalancing advice sent to all clients within 48 hours.
Hosted emergency webinars on defensive investing.
3. Transparency:
Weekly syncs with stakeholders on progress.
Post-mortem reports for delays (e.g., "Broker X’s API delay → shifted to Broker Y").

What was your primary form of communication with DreamzTech Solutions?

Virtual Meeting

What did you find most impressive or unique about this company?

Here’s what stood out as most impressive and unique about this Investment Planning & Maintenance Module:

1. Hyper-Personalization at Scale:
AI-Driven Client Segmentation: Used machine learning to categorize clients into granular profiles.
Dynamic Document Generation: Auto-generated bespoke reports with client-specific benchmarks.

2. Regulatory Tech (RegTech) Integration:
Real-Time Compliance Engine: Scanned portfolios for SEBI/RBI violations (e.g., overexposure to unrated bonds) and auto-flagged issues before audits.
Blockchain for Audit Trails: Stored client consent forms and investment recommendations on a private ledger, slashing dispute resolution time by 40%.

3. Zero-Click Automation:
Straight-Through Processing (STP): Clients could approve rebalancing via WhatsApp replies ("YES" to execute trades).
AI Tax Harvesting: System auto-sold loss-making assets and reinvested proceeds without human intervention (saved 15+ hours/CA/month).

4. Transparent Performance Pricing
Outcome-Based Fees: Charged clients only if portfolios beat benchmarks 
Public Dashboard: Published anonymized advisor performance metrics .

Are there any areas for improvement or something DreamzTech Solutions could have done differently?

All requests were acted upon.