(Case study 07 / 11)
Dubai CRM, Automation and Brand Site
A custom CRM for clients and portfolios, investment automation wired to market data, and a corporate site for a Dubai investment firm, shipped in eight weeks.
8 weeksFrom kickoff to shipped
3Surfaces: website, CRM and automation
(The challenge)
Off-the-shelf CRMs model leads and deals. An investment desk models clients, mandates, instruments and execution state. TitanTech needed a system that matched how the firm actually works, plus a public site that looked like a Gulf-based institutional brand rather than a SaaS template.
- Generic tools couldn't model the firm's client and portfolio hierarchy
- Staff switching between a website CMS, spreadsheets and chat to answer what a client holds
- Market data copied by hand into client workflows
(What we built)
Custom CRM
- Client records, relationship hierarchy and portfolio context in one place
- A deliberately relational data model for clients, mandates and holdings
Investment automation
- Stock-market data pulled into the same pipeline the CRM uses
- Client instructions and market changes no longer wait on manual copy-paste
Corporate website
- Organisational hierarchy, team and investment narrative for high-net-worth and institutional visitors
- Video and typography treated as part of trust, with UI/UX and branding in scope
(Selected screens)
(Results)
- Corporate website, custom CRM and market-data automation shipped in eight weeks
- One coherent pipeline across the public site, internal tools and data ingest
(Technology)