Dynamatix

CASE STUDIES

A Complete Library

Explore our case studies to discover how leading teams solved
high-friction problems, modernised legacy workflows, and
delivered measurable impact without the heavy lift.

Explore our case studies to discover how leading teams solved high-friction problems, modernised legacy workflows, and delivered measurable impact without the heavy lift.

All

Mortgage

Insurance

GRC

Empowering Broker-Driven Growth Through Excel Calculator Automation

Industry

Insurance

Enabled secure, broker-facing pricing tools using existing Excel models - boosting quote requests by 20% in two months, while protecting actuarial IP.

Enabling Automated Claims Triage Through EUC-Powered Workflows

Industry

Insurance

Standardised claims triage by wrapping Excel models into API workflows -cutting triage time by 60%, enforcing consistency, and enabling audit-ready decisions.

Automating Reinsurance Bordereaux Processing with EUC Lock

Industry

Insurance

Cut bordereaux processing time by 70% through Excel to-API transformation - streamlining validation, mapping, and reporting without losing legacy model logic.

Launching a Fully Digital Quote and Buy Journey

Industry

Insurance

Digitised complex Excel-based pricing, delivered instant quotes, and met FCA audit requirements - boosting broker engagement and scaling digital distribution without rewriting legacy models.

Automating Renewals to Drive Broker Engagement and Compliance

Industry

Insurance

Slashed renewal turnaround time by 65% and improved compliance by converting legacy Excel pricing models into a governed, broker facing digital workflow using EUC Lock.

All

Mortgage

Insurance

GRC

From Underwriter Discretion to Focused Alerts with Catura

Industry

Mortgage

Replaced subjective underwriting with rules-based alerts and automated validation reducing manual effort by 40% and cutting decision time by 35%.

Automating Mortgage Packaging Checks to Cut Triaging Time Using Docunex

Industry

Mortgage

Reduced triage time by over 60% by automating mortgage application checks, flagging missing documents instantly, and eliminating back and-forth with brokers.

Automating the Completions Process with Catura – Efficient, Accurate, and Fool-Proof

Industry

Mortgage

Eliminated costly delays & manual chasing by automating the completions checklist, ensuring all legal & funding steps were tracked, verified, & audit-ready.

Enhancing Customer Visibility Using Dynamatix Interact

Industry

Mortgage

Whether you're starting fresh, mid-rollout, or cleaning up after a bad fit, this is your playbook for choosing the right legacy transformation partner.

From Excel to Web – Securely Unlock Broker Affordability Checks Using Your Internal Excel Calculation Model

Industry

Mortgage

Transformed internal affordability models into secure web tools allowing brokers to self-serve.

Intelligent Broker Portal – With Instant Packaging Feedback

Industry

Mortgage

Turned broker submissions into clean, complete packages with real-time feedback and validation tripling first-time submission quality without CRM changes.

Enhancing Customer Visibility Using Dynamatix Interact and Customer Portal

Industry

Mortgage

Deployed a lightweight customer portal, enabled real-time updates and self-service visibility throughout the mortgage process - cut routine broker queries and reduced service overhead.

Empowering Broker-Driven Growth Through Excel Calculator Automation

Industry

Insurance

Enabled secure, broker-facing pricing tools using existing Excel models - boosting quote requests by 20% in two months, while protecting actuarial IP.

Enabling Automated Claims Triage Through EUC-Powered Workflows

Industry

Insurance

Standardised claims triage by wrapping Excel models into API workflows -cutting triage time by 60%, enforcing consistency, and enabling audit-ready decisions.

Automating Reinsurance Bordereaux Processing with EUC Lock

Industry

Insurance

Cut bordereaux processing time by 70% through Excel to-API transformation - streamlining validation, mapping, and reporting without losing legacy model logic.

Launching a Fully Digital Quote and Buy Journey

Industry

Insurance

Digitised complex Excel-based pricing, delivered instant quotes, and met FCA audit requirements - boosting broker engagement and scaling digital distribution without rewriting legacy models.

Automating Renewals to Drive Broker Engagement and Compliance

Industry

Insurance

Slashed renewal turnaround time by 65% and improved compliance by converting legacy Excel pricing models into a governed, broker facing digital workflow using EUC Lock.

Building a Robust Risk and Audit Function with Risk Hawk

Industry

GRC

Automated and unified a leading UAE- based bank’s internal audit and risk workflows using Risk Hawk, resulting in real time oversight, faster execution, and stronger governance with zero chasing.

Powering Risk-Based Audits at Scale with Risk Hawk

Industry

GRC

Replaced fragmented audit processes with Risk Hawk, enabling scalable, risk-based audits with real-time visibility and control. This case study shows how the business achieved automated workflows, audit readiness, and confident compliance.

All

Mortgage

Insurance

GRC

Empowering Broker-Driven Growth Through Excel Calculator Automation

Industry

Insurance

Enabled secure, broker-facing pricing tools using existing Excel models - boosting quote requests by 20% in two months, while protecting actuarial IP.

Enabling Automated Claims Triage Through EUC-Powered Workflows

Industry

Insurance

Standardised claims triage by wrapping Excel models into API workflows -cutting triage time by 60%, enforcing consistency, and enabling audit-ready decisions.

Automating Reinsurance Bordereaux Processing with EUC Lock

Industry

Insurance

Cut bordereaux processing time by 70% through Excel to-API transformation - streamlining validation, mapping, and reporting without losing legacy model logic.

Launching a Fully Digital Quote and Buy Journey

Industry

Insurance

Digitised complex Excel-based pricing, delivered instant quotes, and met FCA audit requirements - boosting broker engagement and scaling digital distribution without rewriting legacy models.

Automating Renewals to Drive Broker Engagement and Compliance

Industry

Insurance

Slashed renewal turnaround time by 65% and improved compliance by converting legacy Excel pricing models into a governed, broker facing digital workflow using EUC Lock.

Solutions

Legacy Transformation

Company