Financial Services Case Studies

Building an HR and Health Insurance Platform from Scratch for ArmHR

How Sphere's embedded team built ArmHR's HR platform from scratch in Go and React — company registration, insurance cost calculation, and six benefits integrations.

InGenius keeps Growth Multiplier moving with Sphere

How Sphere helps InGenius maintain and improve Growth Multiplier with dashboards, CRM integrations, reliable data updates, and a faster build cadence.

Marble Financial & Inverite: Cybersecurity-First Due Diligence for a Regulated Open-Banking Platform

Marble Financial's Inverite acquisition: 15+ security domains reviewed — PIPEDA compliance, open-banking API security, and AI/ML data readiness in 3 weeks.

Enterprise RAG for Tax & Compliance: Leading International Tax Advisory Firm

Sphere helped a leading international tax advisory firm deploy a production-ready enterprise RAG system that reduced advisor research time from six hours to under seven minutes.

Sphere Partners integrates recruiting SaaS data platform with Salesforce and Jungo for Compass Mortgage

Sphere Partners developed a recruiting SaaS data platform for Compass Mortgage called Growth Multiplier, designed to deliver actionable insights to drive recruitment and business development strategies. Growth Multiplier merges relationships between realtors and Loan Officers in addition to providing accurate Loan Officer Market Metrics (for e.g. Purchase, Refi, Loan Volume, Type). We integrated Growth Multiplier into Salesforce along with the Jungo add-on, The Real Estate app for Salesforce.

Optimizing AWS Cloud Infrastructure for Financial Company

Sphere partnered with a global leader in commercial finance to optimize its AWS cloud infrastructure, improve data retrieval efficiency, and standardize financial data across third-party sources. Through database enhancements, cloud optimization, and streamlined data aggregation, the client achieved faster decision-making, improved risk assessments, and significant cost savings.

Optimizing Client Acquisition and Stakeholder Satisfaction with AI

Discover how a leading financial services firm leveraged advanced AI-driven proposals and an innovative Smart Wallet application to accelerate client acquisition, enhance stakeholder satisfaction, and secure a distinctive competitive edge.

Full cycle chatbot application using machine learning and NLP framework

Rebel wanted to develop chat bots that would not only assist their internal customer service representatives but also enhance their customer’s experience while lowering costs and came to Sphere for help developing it.

Custom Atlassian Healthcare Solution for Delta Dental

Sphere Partners collaborated with Delta Dental by assisting with the first phase of their digital transformation — migration from a legacy bug tracking system, Rally (CA Technologies ), to Atlassian’s Jira through a customized Confluence solution.

Implementing HR Analytics for Talent Management in a Major Bank

A major bank faced talent acquisition and retention challenges. By leveraging AWS-based HR analytics, they achieved a 12% reduction in turnover, streamlined hiring processes, and improved workforce planning, leading to significant cost savings.

Implementing Customer Analytics for Personalized Banking in a Major Bank

A major bank faced customer dissatisfaction and retention issues. Leveraging AWS-based analytics, they achieved 15% higher retention, deeper customer insights, enhanced personalization, and increased revenue, highlighting the power of comprehensive data-driven solutions.

Sphere Partners with Clearcover to Fortify Engineering Resources

Clearcover is a digital insurance firm headquartered in Chicago, specializing in providing intelligent and cost-effective car insurance solutions. To bolster and reinforce Clearcover's engineering endeavors, Sphere Partners contributed a dedicated team of adept professionals.

Successful .NET Migration project for our FinTech client Pangea

Pangea is a FinTech company based in Chicago that specializes in transferring money via mobile, internationally (C2C). Sphere Partners provided the resources required for a .NET migration project to support their 2022 roadmap.

Custom web application for growing small business 401k provider

They knew assistance was needed to improve their user experience requiring a new mobile interface adapted to support a variety of devices. This required a mobile-friendly application that would support and enhance credibility with customers, clients, and influencers. They wanted to improve the existing web application with a new look and feel that could scale efficiently on across mobile devices. The challenge for Sphere was to provide an exceptionally immersive experience while driving additional data and analytics, resulting in a higher rate of user engagement.

Sphere Partners spins up fully capable development team in a week

Sphere was approached by a high profile Fintech company that offers a suite of settlement, custody and network services to participants in the digital asset industry. Our client needed a team ready to hit the ground running to flush out and maintain their application stack consisting of several React based client side-web apps, several node.js backend apps, an API service, and several distinct databases, all deployed to AWS.

FinTech solutions for Real Estate and Mortgage

See how Sphere Partners automated as many manual processes as possible in 8 weeks including parsing and normalization for a fintech client.

New Intranet build for insurance tech startup client creates a better space for collaboration

Our client is a well-funded insurance technology startup based in Chicago & San Francisco with a mission to increase the number of startups that succeed starting with fixing business insurance.

Mortgage lender hires Sphere Partners to streamline underwriting process with monday.com

A mortgage lender reached out to us to streamline underwriting processes, close more opportunities faster and with increased visibility.

How we helped a private equity company increase sales efficiency by 25% with Salesforce

A US-based B2B company specializing in financing solutions reached out to us for a way to streamline their tracking and management methods. The sales pipeline was not efficiently tracked and this affected their overall processes. Before migrating to Salesforce Service Cloud, they used dated tracking methods that were not scalable. To help streamline their pipeline, we migrated them to the Salesforce Service Cloud solution.

Legacy to Modern ERP Migration via Acumatica

A financial services company approached us with their legacy ERP, looking to move to an Acumatica solution within a few months.

Sphere helps a major CPA firm identify and solve integration issues with their main communication application

A CPA firm out of Texas was being impacted due to a business critical application being built and integrated incorrectly with their monday.com platform. Sphere jumped in to troubleshoot and fix the issue at hand.

Improving OKRs and taking client company to new heights

London-based ACME-Payments (name changed to protect client confidentiality) is a mid-market, B2C fintech platform with global coverage and focused on an exceptional end-user experience. In 2021, after seeing other companies succeed with OKRs, ACME implemented an Objectives and Key Results (OKR) framework to support their goal of accelerated growth.

Improving OKRs and taking client company to new heights

London-based ACME-Payments (name changed to protect client confidentiality) is a mid-market, B2C fintech platform with global coverage and focused on an exceptional end-user experience. In 2021, after seeing other companies succeed with OKRs, ACME implemented an Objectives and Key Results (OKR) framework to support their goal of accelerated growth.

Implementing Risk Analytics for Fraud Detection in a Major Bank

A major bank tackled challenges in fraud detection, credit risk management, and regulatory compliance, leading to financial instability. Leveraging AWS-based analytics, they achieved a 20% boost in fraud detection accuracy, reduced financial losses, and improved customer trust.

Enzo’s Leap into Next-Level Crypto and Banking with Sphere

Enzo is a US-based FinTech company who were looking to refactor their application and add new functionality. Sphere Partners provided an agile development team to complete this project and support their product development roadmap.

Corporate Knowledge Agent for Financial Services

Enhancing Operational Efficiency Through AI Integration and Data Modernization

Scaling Compliance and Operations with NetSuite OneWorld

A high-growth FinTech firm partnered with Sphere to replace legacy systems with NetSuite OneWorld, gaining real-time visibility, faster closes, and global compliance. In just one quarter, they consolidated six entities, launched in three new markets, and built a finance foundation ready for scale.

AI-Powered Onboarding Assistant for PetroLedger

PetroLedger, a global financial services firm, cut ramp-up time by 120% and saved $1.2M annually. Sphere built a generative AI onboarding platform that preserved expertise, sped up training, and turned knowledge retention into measurable savings.

OppLoans — UX Enhancement and Loan-App Conversion Lift

Since OppLoans provides non-prime borrowers a safe and reliable alternative to payday lending, the online approval process is an integral part of their business. The consumer journey through the application process drives customer retention and ultimately revenue.

Newline Financial — Future-Proof Web App on GCP

To optimize efficiency, Newline Financial launched an internal web app to collect taxes and repay them to property owners with interest. While in the early growth stages of the company, Newline chose to develop the web app using the WaveMaker Platform, hosted on Azure cloud, which could save time and money.

CreditNinja Custom Lead-Generation System with Sphere

CreditNinja utilized a third-party platform to receive leads as part of its marketing strategy. As CreditNinja grew, fine-grained control of lead processing and purchasing became strategically important.

Professional Services Firm Streamlines Operations with NetSuite ERP & SRP

Professional services companies search for an ERP system with automated processes, one that can accommodate their need for increase of projects and transactions, but also, a system that is built for scale. Sphere helped one company automate, scale and streamline operations with NetSuite.

NetSuite Implementation Streamlines Operations for FinTech Company

FinTech companies are constantly monitored and under pressure to meet compliance standards, to operate globally in multiple currencies as they scale and grow — all while having clear visibility of your financial data. Many of our customers leverage on-premise, home-grown solutions, or use software such as QuickBooks or Excel. However, investing in the right technology is crucial for success. There will always be constant demand to meet regulatory compliance and have the technology adapt in order to scale for growth.

OneMain Financial — Mobile Test Automation for Personal Loan App

With widespread popularity of mobile personal financial services apps, OneMain Financial had implemented its app, “OneMain” for personal and auto loans. After a period of deployment, OneMain noticed that the mobile app soon became a primary source, and preferred device type of customers looking to quickly and conveniently apply for loans without ever setting foot into a bank.

Custom Atlassian Healthcare Solution for Delta Dental

Since 2014, Delta Dental has been facing a significant digital transformation. The company’s growth necessitated the expansion of their software development and IT teams. Delta Dental required a sophisticated tool for managing all the development projects and initiatives, as well as a top-level collaboration platform for document management. To implement this solution, they first needed assistance with the migration from their legacy bug tracking system. In phase two, the senior management team required additional consulting and training on Agile Development, as well as assistance with finding a collaboration platform for document management.

Blockchain Consulting — Loan Marketplace on Hyperledger Fabric

The client wanted a tamper-evident, immutable digital transaction ledger for a private network of participating peers. As a government regulated entity, regulatory requirements required that all participants of the blockchain be known to all others. Further, it was decided that all smart contracts would be validated and managed by the collective network instead of a central authority.

Enova — CashNetUSA App and OnDeck-on-Stripe Functionality

Enova needed help developing their CashNetUSA app for Android and iOS as well as developing a set of mobile APIs.

CreditNinja Loan Approval Workflow App

A number of third-party services needed to be efficiently integrated in order to fetch and store the data needed for the credit decisioning process.

Highly Scalable Microservices Transaction Portal for a FinTech Company

The organization had made significant investments in its digital platforms and business optimization efforts but needed to streamline processes (such as allowing the customer service organization to access client records).