Plexus

Case Study

Case Study

How Plexus Helped Build a SEBI Compliant Fintech App

How Plexus Helped Ocean Finvest Launch “InXits” – Their First AI Powered Investment App Ocean Finvest had a vision. A SEBI registered investment advisory firm with 3,000+ clients across Gujarat, they wanted to give every investor something most platforms don’t – a clear understanding of their own investment psychology. What they needed was a trusted

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Case Study

WhatsApp Chatbot for Fintech Companies

How a WhatsApp Chatbot for Fintech Companies Automates Client Support and Reduces Repetitive Queries Most investment firms don’t have a relationship problem. They have a routing problem. A WhatsApp chatbot for fintech companies helps automate repetitive queries such as portfolio checks, SIP status, and document requests, allowing relationship managers to focus on client interactions. One

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Case Study

Interior Design ERP & WhatsApp Integration

How Interior Designers Can Manage Multiple Projects with ERP & WhatsApp Integration Winning projects is only the beginning for many interior design firms. Managing multiple sites, materials, expenses, and team coordination often becomes the bigger challenge. One firm had the ERP, teams, and project data in place. However, information remained scattered across systems, spreadsheets, and

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Case Study

AI Lead Qualification for Real Estate Developers

How AI Lead Qualification for Real Estate Developers help to Turn Raw Inquiries into Closed Deals – Without Burning Your Sales Team Out. Most real estate developers generate plenty of inquiries. The challenge is converting those inquiries into qualified opportunities and closed deals. One developer approached Plexus with this problem. Leads were flowing in, the

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