Revolutionizing Customer Financing with Advanced OCR Technology for Personalized, Real-Time Quotes and Streamlined Credit Applications
About the Client
Founded in 1992, this independent, family-owned financial services provider excels in delivering on promises and fostering deep channel partner loyalty. The company prioritizes relationships and service over a commodity-based approach, with a mission to help customers achieve greater success. Their vision is to lead the market through unmatched excellence, distinguishing themselves from competitors with a commitment to exceptional service and strong, enduring partnerships.
- Industry: Finance
- Headquartered: USA
- Platforms: Xamarin, Google Vision API
- Team Size: 1 Developer
The Challenge
The client struggled with inefficiencies in their customer financing process, particularly in generating monthly payment quotes and handling credit applications. Manual data entry led to frequent errors, time delays, and high operational costs.
They needed to automate the generation of quotes and streamline the creation and submission of credit applications to minimize manual work and errors. They also required a solution with high-accuracy OCR technology to extract necessary data from customer documents quickly and accurately.
Our Solution
Our intervention focused on a comprehensive Salesforce optimization plan, with streamlined approval processes and territory management at its core, enhancing workflow agility.
Automated Business Card Scanning Using Google OCR
After conducting multiple proofs of concept to achieve precise results for extracting content from business cards, our team implemented Google services for scanning visiting cards. This allowed advanced Optical Character Recognition (OCR) capabilities to extract customer data with accuracy, reducing errors and manual data entry time.
Streamlined Workflows and Multi-Platform Integration
By minimizing the reliance on manual processes, we streamlined the workflow and improved overall efficiency. To further enhance the solution, we utilized Xamarin.Forms for cross-platform mobile development, ensuring a seamless and consistent user experience across iOS and Android devices, thus broadening accessibility and maintaining uniform functionality across all platforms.
Technologies Used
Our software architects and engineers are experts in using the latest technologies.
-
Xamarin
-
Google Vision API
Business Impact
Implementing a custom AI chatbot produced transformative results for the client.
Here’s how we did it
-
Advanced OCR for Freehand Text Recognition
Successfully extracted freehand text from documents and visiting cards using Google services, enabling more comprehensive data capture.
-
Improving Accuracy and Efficiency Through Automation
Leveraged advanced OCR technology to ensure high accuracy in data extraction from visiting cards, significantly reducing manual entry errors and increasing efficiency.
-
Positive User Feedback and Experience
Collected positive feedback from users, who praised the app for its ease of use and effectiveness in simplifying and streamlining the financing process.
Other Case Studies
Resolving Ticket Problems and Restoring Financial Accuracy for Improved Operational Eff...
Enhanced Sales and Client Satisfaction for a Leading Label Design and Printing Company
I wanted to take a moment to highlight and commemorate the efforts from our dedicated PIO team. To preface, the projects we work on here are complex, with rigid objectives, budgets, and timelines. Expectations are always high and are ever-changing. From the start of our relationship, the IO team was able to exceed expectations and make our business wishes a reality.
Over the past year I have worked with them, they have worked very hard to understand our highly customized system and troubleshoot things with little or no documentation while managing to keep the business up and running normally. Without the hard work and dedication they have shown, I know we would have had some issues causing downtime or lost production. I am looking forward to continuing working them in the next year as well.
I have been working with Programmers IO for more than 5 years now and I have been pleased with all projects and developers that I have worked with. We have had a few issues here and there but they have always fixed and made it right. They have been an excellent addition to our business.
Let’s Build Your AI-Readiness Roadmap Together
Contact us for a free strategy session with our experts.
Talk to an AI Expert
