CRMJetty

They say, “time waits for no one,” and in business, that stands especially true. The marketplace moves fast, and the window between an idea and its execution decides who leads and who follows. In the time it takes to raise a dev ticket, a competitor could already be celebrating a new partner program launch. Many teams face the same roadblocks – long IT queues, slow approvals, and dependency on developers for even the most minor portal update. These hurdles make businesses lose momentum, delay decisions, and frustrate teams eager to deliver value. That’s where CRMJetty’s No-Code/AI-powered portal solution steps in. Designed to integrate seamlessly with Salesforce or Dynamics 365, it lets teams launch or modify portals in days instead of months. Whether it’s a  Dynamics 365 customer portal  or a customer self-service portal Dynamics 365, updates become as straightforward as a few clicks. With AI-powered case deflection for support portals, routine requests get resolved instantly...

For most Canadians, filing an insurance claim occurs during stressful moments — a car accident on an icy road, basement flooding from rapid snowmelt, or an unexpected medical emergency far from home. It is during these moments that policyholders finally test how reliable their insurance provider is. And for insurers, this is where the relationship is truly won or lost. Yet the claims journey in many Canadian insurance companies still relies on manual processes and fragmented communication. Internal teams often operate across disconnected systems, and customers have to navigate a maze of emails, printed forms, and long hold times to get clarity on their status. The core problems are strikingly consistent across the industry. Fragmented Communication : Many insurance companies in Canada use multiple communication channels, such as mobile phones, email, or physical forms, to keep the process “convenient”. However, during emergencies, customers seek faster, almost immediate responses, whic...

Managing KYC document submission can feel overwhelming, and we completely understand why! FinTech companies handling customer onboarding are generally stuck working with outdated email chains, unsecured file-sharing systems, and manual verification processes. Their teams rely on spreadsheets to track document expiry, scattered folders for storage, and constant follow-ups with customers who’ve submitted incomplete paperwork. Getting even a single customer fully verified means precious time wasted on back-and-forth emails. And this is where the need for a better solution emerges. We know that FinTech firms worldwide aim to provide their customers with a secure KYC portal that enables them to submit documents seamlessly. Additionally, they are always hunting for the best tools to provide instant visibility into verification progress while automating document routing and submission workflows. The actual verification—OCR checks, biometric validation, and liveness detection—runs through thir...