Case Studies — Swish Analytics

01 Case Study

Event Management, Small to Midsize, Australia

From back and forth to a branded client experience.

A corporate and private events company came to us because they wanted to stand out in a crowded market. Almost everything ran on manual communication. Clients could not see how their event was progressing, so they called and emailed constantly, and the experience never quite matched the quality of the work the team delivered.

The Challenge

There was no single place to manage events, clients, or vendors. Every update had to be passed on by hand, which slowed everyone down and left clients feeling out of the loop.

The Outcome

Since launch the team has seen more new enquiries, and they tell us it comes down to the client portal. The platform has become a real reason people choose them over someone else.

What We Delivered

Branded Website
Event Management CRM
Admin Portal
Client Portal
RSVP & Invite Tools
Survey Management

More enquiries

Clients point to the portal as the reason they got in touch

Zero

Manual progress calls needed after launch

One platform

Events, vendors, clients and tasks in one place

02 Case Study

Insurance Broking, Small Scale, Australia

Turning a manual claims process into a real advantage.

A boutique insurance broking firm asked us to modernise how they handled claims and enquiries. The old way took a lot of time. Clients had no way to lodge or follow a claim themselves, so the phones never stopped, the data that came in was often incomplete, and everything took longer than it should have.

The Challenge

There was no client portal for policy visibility or lodging a claim. Brokers spent their days answering status questions and chasing missing details, which held up the insurers and stretched a small team thin.

The Outcome

Less admin, faster claims, and far fewer status calls. The platform helped the firm grow its client base and made them look like the technology forward broker they always wanted to be.