A leading US-based contractor services retailer, operating as a division of a global home improvement giant, partnered with Sonata to modernize its legacy ERP landscape.

A leading financial services firm serving prominent Wall Street hedge funds faced growing inefficiencies in managing high volumes of customer service emails related to investments and portfolios.

Sonata Software enhanced an existing Dynamics 365 Customer Engagement (D365 CE) implementation for a leading US-based insurance provider by enabling Copilot and Live Chat capabilities. The solution leveraged AI and automation to streamline case creation, improve advisor productivity, and provide real-time access to member information.