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.

A global manufacturing leader in Agri-tech and animal nutrition struggled with fragmented expense data across D365, leading to inconsistent reporting and delayed insights.