Srifinity
Selected work

Enterprise-grade delivery from Kathmandu, trusted from Sydney to London.

ISPNepal

Churn prediction and executive dashboards

Challenge · Churn showed up in monthly reports weeks after subscribers had already left, and leadership worked from conflicting spreadsheets.

Solution · AI Builder churn-prediction models scoring at-risk subscribers weekly, feeding Power BI executive dashboards with agreed KPI definitions.

Outcome · Retention teams act on a ranked at-risk list every Monday and leadership tracks one live view of the numbers.

[12]%
Churn reduction
Weekly
At-risk scoring cadence
[ ] = placeholder metric
Financial advice practiceAustralia

CRM operating layer with an AI file-note agent

Challenge · Client records were split across spreadsheets, email and a legacy CRM; advisers spent evenings writing compliance file notes.

Solution · Dataverse model-driven CRM with SharePoint document management, automated review scheduling, and an AI agent that drafts file notes from client conversations.

Outcome · One client record, same-day file notes, and compliance evidence produced in minutes.

[6] hrs
Adviser time saved weekly
Same day
File notes completed
[ ] = placeholder metric

Ready to see what your operations could look like?

Book a free discovery call