Technology Solutions by Industry

Our decades of experience in insurance-specific tax, attestation, and consulting services mean we know the issues facing your industry, making us an invaluable technology partner with the industry-specific expertise you deserve.

Big Data – By creating a standard data architecture, we map your external data sets to normalize the data and ensure disparate sources are giving you the same information. Rather than simple system reporting, we help you pull out valuable, actionable insights and build predictive views through full analytics.

Compliance – Managing a data pipeline lets you validate the data and how it's merged or aggregated, so it stays controlled and accurate. Complying with regulatory changes and requirements becomes far simpler when your long-term data retention can easily be validated against accurate historical data.

Governance – Managing insurance data appropriately also means protecting it — if you're dealing with protected health information, you need proper encryption and strict controls over who has access. A thorough data governance gap analysis identifies vulnerabilities so you can better protect your customers and meet compliance regulations.

Actuarial models – By adopting the latest data integration tools and building models as part of the data pipeline, your actuaries gain the ability to examine complex data sets and make more informed, accurate decisions.

AI for insurance – Artificial intelligence is already being used for risk modeling, claims, data forecasting, and contact centers, with a promising future in both fraud detection and underwriting. We help you evaluate your options and propose a solution customized to your goals.

Cloud technology, machine learning, and even blockchain are making a major impact on real estate transaction management — especially due diligence, legal issues, marketing, sales, tenant engagement, and building operations.

CRM – An effective real estate CRM helps agents and agencies manage interactions with clients and prospects by streamlining communication, managing leads, and analyzing valuable data. Our team can help you choose the best system for your firm.

Investor portals – These online platforms allow investors to manage investments, access investment opportunities, and make new commitments.

Field service – From scheduling appointments to dispatching technicians, field service software helps real estate companies manage on-site customer services, project tracking, budgeting, billing, and more.

Time is running out on many legacy manufacturing and distribution systems as companies increase automation to streamline operations. Whether you need to move to the cloud or optimize your existing processes, we help you realize new efficiencies by implementing critical business applications.

ERP – By leveraging one of the many cloud-based ERP applications, we can customize a solution that's regularly updated by a trusted provider.

Process improvement – Embracing the Industry 4.0 era, we help combine the strength of AI, the Internet of Things (IoT), automation, and process technology (PTech) to adjust workflows in real time and drastically increase efficiency.

Warehouse and inventory management – We implement systems that reduce your inventory levels and decrease waste, saving you money.

AI for manufacturing – Using machine learning to analyze data and make decisions, AI is increasingly used in manufacturing and distribution to improve processes and increase efficiencies.

E-commerce – By connecting your supply chain management and ERP to your customer-facing presence, we help optimize sales and improve the customer experience.

From drones and augmented reality on the job site to specialized accounting software, the construction industry is using the latest technology innovations to improve collaboration among stakeholders, optimize job costs, enhance project management, and complete jobs more efficiently.

ERP – Using automation and centralized data, construction ERP software helps your company manage and improve operations and strategy, including project management, accounting, document management, human resources, and more.

Technical debt – Whether from legacy software systems or outdated hardware, technical debt leaves your company dependent on outdated systems that create inefficiencies with subcontractors, specialty trades, and even customers. Our team evaluates your infrastructure and makes recommendations to get you out of technical debt for good.

Cloud migration – Ready to say goodbye to outdated, on-prem systems? We help you move your data, applications, and systems to a cloud platform so you can realize enhanced collaboration, operational efficiencies, and easier project management.

AI for construction – From cost estimating to analyzing building system data for energy efficiency, AI assists with many construction-related tasks to save time and money and increase jobsite safety. AI can also simplify your business development efforts by analyzing historical data and past proposals to keep you competitive.

Portals – Give your clients the power to easily access project information — including progress photos, schedules, and budgets — and to communicate with your construction teams and securely share files using the latest construction portal technology.

Nonprofit organizations can no longer ignore digital strategies and modern innovations if they hope to sustain their impact and increase fundraising. Our nonprofit team helps you identify the right tech stack to execute campaigns, manage donor data, engage volunteers, and more.

CRM – Ready to ditch the spreadsheets? We recommend a fundraising CRM that helps with email automation, peer-to-peer fundraising tools, advocacy software, and more.

ERP – Our team helps match your organization with an ERP that aligns with your mission and meets your unique needs, including grant management, donor management, HR, CRM, and operational planning.

Donation management – Save time and connect with donors on a deeper level with a software solution that helps you organize donor information, identify trends, and capture younger donors who prefer to give online.

Data analytics – From donation amounts to donor demographics, we help you implement an analytics program that turns raw data into information you can act on.

Automation – Reduce administrative costs and increase your reach with automation — from content generation and email marketing to donor prospecting and accounting reconciliation. Eliminating manual, repetitive tasks saves money and lets your team and volunteers make a bigger impact.

From project management and resource allocation to automated accounting processes and tax solutions, technology can dramatically streamline your operations, improve efficiency, and reduce risk.

Financial advisory platforms – Take advantage of tools offering performance reporting, insightful analytics, and risk assessment to provide a 360-degree view of your clients' portfolios.

Software selection – We take a solution-agnostic approach to identify the best software system fit for your business requirements.

Custom app development – We help you realize efficiencies by implementing off-the-shelf, commercially available software applications and customizing them to your needs.

Investment automation – This sophisticated strategy uses algorithms, AI, and advanced software to manage your portfolio and execute trades to capture market opportunities as they happen.

401(k) plan management platforms – The latest innovations let your participants monitor their 401(k) accounts, change contributions, adjust allocations, and view projections to prepare for retirement.