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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Finance — confidential client

Embedded CRM Engineering Partnership with a Financial Services Client

Overview:
A financial services company provides credit and payment processing through its proprietary enterprise CRM platform. Since October 2021, RTS Labs has embedded senior CRM platform engineers directly into the client's...
HSA Case Study
Finance — confidential client

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A non-bank HSA trustee's fragmented, outdated portal was driving high support costs and eroding participant confidence across five user roles.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...
Business Laptop Case study
Finance — confidential client

Scaling B2B Lending: A Unified 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...
Financial analysts case study
Finance — confidential client

Automating Financial Due Diligence: 50% Faster Reports, 3x Client Capacity

Overview:
A financial due diligence firm's analysts were burning 6+ hours per report on manual document extraction — work that required patience, not expertise. RTS Labs built a secure, RAG-powered platform...
Stride Case Study
Stride logo

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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