Opportunity

For a Registered Investment Advisor (RIA), maintaining accurate client information is critical. However, our client came to us with a common dilemma that most businesses simply ignore or build inefficient workarounds for: contact records were scattered across a myriad of siloed SaaS products, including their CRM and email platforms. Because these systems were not in sync, employees were forced to manually add and update contacts across each platform to maintain consistency. These “hidden hours” of manual data entry were quietly draining productivity, wasting valuable resources, and increasing the risk of data entry errors.

Outcomes

The deployment of Sync My Contacts provided immediate, measurable relief for the RIA. By automating contact management across their tech stack, the solution has saved the firm hundreds of cumulative hours that can now be redirected toward revenue-generating, client-facing activities. The internal success of the application was so profound that APG and the client have officially partnered to license the Sync My Contacts product to other companies facing this exact same challenge.

Approach

To solve this fragmentation, we built “Sync My Contacts” (SMC) utilizing our agile AI Microburst methodology. SMC was designed to act as an intelligent “traffic cop” sitting at the center of the client’s software ecosystem.

• Broad Integrations: We engineered direct integrations with Google, Microsoft, Apple, RedTail CRM, and HubSpot CRM.
• Always-On Automation: The application is always listening and automatically broadcasts contact creations and updates across platforms according to the user’s exact specifications.
• Human-In-The-Loop (HITL): Because data integrity is paramount in financial services, we built an intuitive UI that allows users to easily review, verify, and reconcile contact records, ensuring a human remains in control of the data flow.

Tired of losing hours to manual data entry? Contact us today to learn how Sync My Contacts can unify your systems and buy back your team’s valuable time.