Dezdok

BACKGROUND

Please describe your company and position.

I am the CEO of CKS Advisory

Describe what your company does in a single sentence.

At CKS Advisory, we are committed to excellence in the Financial Services industry, placing you at the core of our operations. We aim to provide you with comprehensive and holistic financial solutions tailored to your unique needs. We strive to offer personalized services that ensure your financial well-being. Our team consists of well-trained, professional financial planners who guide you through every step of your financial journey.

Whether you're planning for retirement, managing investments, or looking for insurance solutions, our experts are here to help. In addition to our advisory services, we provide personal finance education and innovative Financial Planning Advice.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dezdok to accomplish?

• SaaS-Based Financial Advisory Platform

SOLUTION

How did you find Dezdok?

Online Search

Why did you select Dezdok over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Detailed Development Plan

How many teammates from Dezdok were assigned to this project?

2-5 Employees

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

The goal of this project is to design and develop a SaaS-based financial advisory platform that enables users to manage their personal finances, access professional financial advice, and utilize interactive tools for financial planning. The platform will prioritize user-friendly design, scalability, and security, ensuring compliance with financial regulations.

The solution will include modules for client management, financial calculators, investment tracking, retirement planning, and educational resources. It will also provide personalized dashboards, real-time data updates, and secure user authentication.

RESULTS & FEEDBACK

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

Dezdok successfully developed a bespoke software solution from the ground up, tailored to address the client’s unique business needs. This end-to-end project encompassed all stages of the development lifecycle, from ideation and system architecture design to deployment and post-launch support.

The software was designed to streamline operations, featuring a secure back-end for efficient data management and an intuitive front-end for user-friendly navigation. Advanced functionalities such as real-time analytics, automation, and seamless third-party integrations were implemented, enhancing both performance and usability.

Key Outcomes:

• Operational workflows were optimized, leading to a 40% reduction in manual processes.
• Achieved a 35% boost in user interaction due to an intuitive UI and faster load times.
• Automated processes minimized errors, improving data accuracy by 50%.
• Implemented dashboards that decreased decision-making time by 25%.
• The platform was designed to handle a 60% increase in user capacity without compromising performance.

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

Dezdok showcased exceptional project management, delivering all milestones on time and maintaining clear communication throughout. Abhijit, who expertly handled the project, provided valuable consultation and tailored solutions, ensuring our needs were met efficiently and the project’s goals were fully realized.

What was your primary form of communication with Dezdok?

Virtual Meeting

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

What stood out most about Dezdok was their commitment to understanding our unique requirements and delivering tailored solutions. Their ability to seamlessly integrate innovative ideas, coupled with Abhijit’s insightful guidance and expertise, made the entire experience exceptional and results-driven.

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

While Dezdok delivered excellent results, a more streamlined communication process during certain project phases could have further enhanced efficiency. That said, Abhijit’s proactive approach and willingness to address concerns quickly minimized any potential setbacks.