Case Studies

Discover how we’ve transformed businesses across industries with innovative, results-driven Data and AI solutions—explore our case studies for real-world success stories.

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Salesforce Engineering Partnership with a Financial Services Client

Overview:
A financial services company provides credit and payment processing through its proprietary Salesforce-based platform. Since October 2021, RTS Labs has embedded senior Salesforce engineers directly into the client's Enterprise Application...
HSA Case Study
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Modernizing the HSA Experience: 40% Higher Customer Satisfaction

Overview:
A non-bank HSA trustee's fragmented, outdated portal was driving high support costs and eroding participant confidence across five user roles. RTS Labs redesigned the full experience into a unified, role-based...
Salesforce CRM Case Study
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Scaling B2B Lending: Salesforce CRM Sparks Record-Breaking Sales

Overview:
A rapidly scaling personal finance company needed more than a CRM — it needed a unified operations platform to manage dealer relationships, synchronize daily commissions, and coordinate field, inside, and...
Illume Case Study
Illume Financial Services

Automating Financial Due Diligence: 50% Faster Reports for Illume

Overview:
Illume's financial analysts were burning 6+ hours per due diligence report on manual document extraction — work that required patience, not expertise. RTS Labs built a secure, RAG-powered platform that...
Stride Case Study
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Modernizing a Legacy Database with AI: 4-Month Migration in 3 Weeks for Stride

Overview:
Stride's legacy database was the anchor dragging their entire engineering org. Queries ran for minutes. Environment syncs failed routinely. Feature releases stalled sprint after sprint. RTS Labs used AI-assisted schema...

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