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Rebuilt Partner Platform Sign-In for a Financial Services Advisor Portal
Financial Services
Data & Integrations
A financial services firm's advisor portal connected thousands of advisors to a vendor's platform through a sign-in method the vendor was retiring. 84EM rebuilt the connection on the vendor's new sign-in service and launched it with no downtime, no page edits, and no change to what advisors see. The firm's own staff can now see why any sign-in failed and adjust the integration without a developer.
Read more →Website Rebuild and Page Builder Removal for a Healthcare Accounting Firm
Healthcare
Financial Services
An accounting, tax, and consulting firm serving medical and dental practices had a new design and approved copy ready, and a site that still ran on a page builder. 84EM rebuilt it from scratch as a custom WordPress theme, removed the builder, and launched eleven days after receiving the brief.
Read more →Website Redesign and Page Builder Removal for an Online Music Lesson Business
E-Commerce
Education
An online music education business wanted a fresh look and had drafted the new design itself with AI tools. 84EM applied that design across the whole site, rebuilt the page-builder pages as regular theme templates, and retired the builder, launching five weeks after the first call.
Read more →Compliance-Ready Editorial Approval for a Regulated Investment Firm
Financial Services
Publishing & Media
A regulated investment firm needed every fund page, filing, and investor communication reviewed by the right person before it reached the public site. A structured, multi-stage approval process routes content to the reviewer who understands it, and protects already-published pages from unreviewed changes.
Read more →Custom WordPress Theme Rebuild for a Private-Market Liquidity Provider
Financial Services
Marketing & CRM
Liquid Stock's marketing site was built in Elementor, a page builder that left it slow to load and hard to update. Working for the agency Vested, 84EM rebuilt it from scratch as a custom WordPress block theme: lean, on-brand, and fully editable, with dedicated blocks for Liquid Stock's liquidity solutions and lead capture built in.
Read more →Location-Verified Activity Tracking for a Community Fitness Challenge
Healthcare
Data & Integrations
A community fitness challenge needed to confirm that logged walks, runs, and bike rides actually happened at the event location, not just that someone typed them into a form. A location-verified tracking system replaced the honor system with proof, and gave organizers a live leaderboard they could trust.
Read more →Secure Board and Staff Document Portal Built on WordPress
Security & Identity
Nonprofit & Arts
A nonprofit arts organization needed board members and staff to securely access sensitive documents without relying on email attachments and shared drives. 84EM built a dual-portal system with passwordless login and full access tracking within their existing WordPress website.
Read more →Multi Site Directory Network on Headless WordPress
Publishing & Media
Data & Integrations
Six location directories run on one headless WordPress and Hugo platform, serving thousands of listings with instant page loads and letting owners manage their own entries without creating accounts. Built and operated by 84EM.
Read more →Branded Partner Communications for a Multi-Domain Learning Platform
E-Commerce
Education
AI & Automation
A LearnDash platform operating across dozens of partner domains needed every email to reflect the correct partner's brand. Automated white-labeling replaced the need for separate templates per partner and ensured consistent branding across the entire learner journey.
Read more →Single Sign-On Access to Connected Applications for an AI Platform
Security & Identity
AI & Automation
An AI platform needed members to access multiple connected applications without logging in separately to each one. A single sign-on system replaced fragmented logins with one-click access and gave administrators centralized control over who can reach which tools.
Read more →Centralized Application Link Management for a Financial Services Website
Data & Integrations
A financial services website had dozens of application links scattered across many pages, each requiring manual updates when URLs changed. Centralized link management replaced hours of page searching and eliminated broken application links that directly affected conversion rates.
Read more →WordPress Security Remediation and Site Modernization
Security & Identity
A company's WordPress site had accumulated security vulnerabilities and years of outdated code that made even routine updates risky. A structured remediation and modernization effort resolved every security finding, cut routine maintenance time, and improved site performance for visitors.
Read more →Security and Uptime Program for a Financial Services Platform
Financial Services
Security & Identity
A financial services company needed to lock down its website and eliminate unplanned downtime. A structured security and maintenance program achieved 100% uptime over 12 months through strict access controls and a controlled change process.
Read more →Automated Financial Data Operations for a Regulated Investment Fund
Financial Services
Data & Integrations
AI & Automation
An investment firm needed accurate, audit-ready financial data across hundreds of positions without the overhead of manual updates. Automated synchronization replaced the entire manual process and gave the compliance team complete visibility into every data change.
Read more →Instant Order Updates for a Subscription Commerce Fulfillment Team
E-Commerce
Data & Integrations
A fulfillment team needed immediate access to updated order data instead of waiting for scheduled sync cycles. An on-demand refresh tool reduced urgent order response time from hours to seconds.
Read more →Automated Subscription Reporting for a Commerce Business
E-Commerce
AI & Automation
A CBD e-commerce business lacked visibility into subscription customer behavior, conversion rates, and revenue segmentation. Automated reporting replaced manual spreadsheet work and revealed patterns that had previously been invisible.
Read more →Automated Customer Data and Email Personalization for a Subscription Commerce Business
E-Commerce
Marketing & CRM
AI & Automation
A subscription CBD e-commerce business needed accurate customer data in their email marketing platform to deliver personalized campaigns. Automated synchronization replaced manual data entry and gave the marketing team real-time visibility into purchases, subscriptions, and quiz completions.
Read more →Automated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts
Financial Services
Data & Integrations
AI & Automation
One of the world's largest digital asset managers, running multiple cryptocurrency investment trusts, needed current pricing and performance data on their website without manual updates. Automated data synchronization replaced manual entry and now serves thousands of visitors with up-to-date fund information.
Read more →Automated Virtual Event Registration for a Financial Services Firm
Marketing & CRM
Data & Integrations
AI & Automation
A financial services firm needed to streamline virtual event registrations across their website and webinar platform. Automated registration eliminated hours of manual data entry per event, reduced errors, and kept the website responsive during high-traffic periods.
Read more →Automated Application File Processing and Cloud Storage
Marketing & CRM
Data & Integrations
AI & Automation
Manual file handling was creating bottlenecks in an application processing workflow. Automated processing and cloud storage eliminated manual steps, delivering enriched application files ready for immediate use.
Read more →Automated Provider Data and Real-Time Coverage Lookup for a Healthcare Service
Healthcare
Data & Integrations
AI & Automation
An on-demand medical house call service needed to keep provider data current and let website visitors instantly check service availability in their area. Automated synchronization replaced manual updates, and a real-time coverage lookup improved lead qualification and informed market expansion.
Read more →Automated Property Listing Updates for a Commercial Real Estate Firm
Real Estate
AI & Automation
A commercial real estate firm needed hundreds of property listings on their website to stay current without manual data entry. Automated synchronization from the listing service eliminated repetitive updates and freed staff to focus on client relationships.
Read more →Self-Service Readiness Assessment for Investment Operations Modernization
Financial Services
Financial services firms evaluating Investment Book of Records readiness had no structured way to assess their own capabilities. A self-service assessment tool replaced the consulting-dependent evaluation, delivering instant scored recommendations and generating pre-qualified leads for the advisory team.
Read more →Bulk Document Import for a Regulated Investment Firm
Financial Services
Data & Integrations
AI & Automation
An investment firm was uploading hundreds of fund PDFs one at a time, re-keying document type, reporting period, and fund for every file. A spreadsheet-driven importer now creates the records, uploads the files, and assigns fund and ticker associations in a single operation.
Read more →Automated Video Publishing for a Financial Services Website
Financial Services
Data & Integrations
AI & Automation
A financial services company needed its website to stay current with a growing library of investment commentary and market analysis videos. Automated video publishing eliminated hours of weekly content management and keeps the site in sync with every new upload without manual intervention.
Read more →Website Refinements for an Alternative Asset Manager
Financial Services
Targeted refinements improved team presentation, brand consistency, and site usability for a financial services company without a full redesign.
Read more →Complete Ad Attribution Across the Customer Journey for a Wellness Brand
E-Commerce
Marketing & CRM
A CBD and wellness e-commerce brand was losing visibility into which ads drove results because privacy tools blocked their tracking. A direct integration restored full attribution across seven stages of the customer journey, giving the marketing team accurate data to optimize their ad spend.
Read more →Bulk Search Visibility and Content Reorganization for a Publishing Team
Publishing & Media
Marketing & CRM
An editorial team needed to execute search visibility and content reorganization changes across hundreds of pages without editing each one individually. A bulk update tool turned multi-day projects into single-upload operations, letting the team act on strategy changes the same day.
Read more →Controlled Early Access Launch with Referral Tracking for a Financial Platform
Financial Services
A financial services company launching an exclusive early-access platform needed to control signups through unique access codes while preserving referral attribution. 84EM built a custom WordPress plugin that validated invitation codes against HubSpot CRM in real time and carried referral data through the entire onboarding journey.
Read more →Event Landing Pages for a Technology News Publisher
Publishing & Media
Marketing & CRM
A technology news publisher needed dedicated landing pages for conference and event coverage that editors could build independently. A modular page design gave the editorial team full control over event pages without requiring developer involvement.
Read more →Automated Website Security Hardening for a Healthcare Research Organization
Healthcare
Security & Identity
A healthcare research organization needed enterprise-grade website security to protect sensitive medical research data and meet strict data protection regulations. Automated security hardening achieved top-tier ratings with zero changes to their existing site.
Read more →Website Redesign and Operational Tooling for an Online Bank
Financial Services
Data & Integrations
An online bank needed a website that could deliver personalized content to different audiences while keeping editorial staff independent of developers. A rebuilt site gave the team full control over page layouts, audience-targeted content, and real-time visibility into website activity.
Read more →Unified Ticketing and Donations for a Performing Arts Organization
E-Commerce
Data & Integrations
Nonprofit & Arts
A performing arts organization was losing ticket and donation conversions by sending visitors to Spektrix to complete purchases. Embedding the full Spektrix experience within their own website eliminated that friction and gave staff centralized control over events, donations, and memberships.
Read more →Automated Lead Monitoring Across a Multi-Location Franchise Network
Marketing & CRM
AI & Automation
A franchise network had no way to tell whether leads from dozens of regional websites were actually reaching the sales team. Automated daily monitoring now surfaces failures within 24 hours and gives headquarters visibility into lead flow across every location.
Read more →Multi-Step Identity Verification for a Financial Services Application
Financial Services
Marketing & CRM
Security & Identity
A financial services institution needed to verify applicant identities before granting access to their credit application -- without storing sensitive personal data on their own servers. A multi-step verification system automated the screening process while keeping the applicant experience seamless.
Read more →Marketing Operations Portal for a Luxury Automotive Dealer Network
Data & Integrations
Automotive
A luxury automotive dealer network relied on outdated tools for event planning, photo management, and dealer communications across dozens of locations. 84EM rebuilt the system into a unified WordPress portal with interactive calendars, centralized photo management, and network-wide messaging.
Read more →Automated Consultation Onboarding for a Wellness Brand
E-Commerce
Data & Integrations
AI & Automation
A CBD and wellness brand needed consultation bookings and customer profiles connected so coaches would have complete health information before every call. Automated onboarding now creates customer accounts at booking, captures health details, and delivers complete profiles to coaches -- without any manual data entry.
Read more →Automated Quiz Response Capture for a Wellness Brand
E-Commerce
Data & Integrations
AI & Automation
A CBD and wellness brand needed quiz responses connected to customer profiles for targeted marketing, but data was trapped in a separate quiz tool. Automated capture now links every response to the right customer -- even when prospects complete the assessment before creating an account.
Read more →Automated Prospect Routing for Senior Living Communities
Healthcare
Marketing & CRM
AI & Automation
A senior living organization needed website inquiries to reach their resident management system immediately, not after manual data entry created delays. Automated routing now delivers prospect information the moment it is submitted, eliminating the gap between inquiry and follow-up.
Read more →Automated Loan Pre-Qualification and Lead Capture for Financial Services
Financial Services
Marketing & CRM
AI & Automation
A financial services company needed to capture more loan applicants while protecting against fraud and meeting data security requirements. An automated pre-qualification workflow now saves partial applications, verifies identities inline, and removes sensitive data after processing.
Read more →Unified Order Management and Course Access for an Online Education Business
E-Commerce
Marketing & CRM
Data & Integrations
Education
An online education business sold LearnDash courses through three separate platforms with no centralized order tracking or automatic course access. A unified system now consolidates all sales into one dashboard, grants course access immediately upon purchase, and ensures consistent onboarding regardless of where the customer bought.
Read more →Automated Subscriber Consent and Notification System for a Wellness Brand
E-Commerce
Marketing & CRM
AI & Automation
A CBD and wellness company needed a compliant way to collect subscriber consent and deliver push notifications at scale. An automated consent workflow replaced a manual process that was time-consuming and vulnerable to compliance gaps.
Read more →Automated Workplace Safety Reporting for an Industrial Operation
Data & Integrations
AI & Automation
An industrial operation needed centralized safety tracking across multiple departments to meet federal and state reporting requirements. Automated daily reports replaced manual data collection, giving management real-time visibility into safety performance by department.
Read more →Automated Review Collection for an E-Commerce Subscription Brand
E-Commerce
Marketing & CRM
AI & Automation
A CBD e-commerce business needed consistent customer reviews to build credibility and improve search visibility. Automated review invitations replaced the manual process and delivered a steady flow of feedback without staff involvement.
Read more →Customer Loyalty and Rewards Program for a Wellness Brand
E-Commerce
A CBD and wellness brand with subscription products needed a loyalty program that rewarded more than just purchases. A custom rewards platform now awards points for consultations, assessments, and subscription renewals -- driving repeat purchases and improving subscriber retention.
Read more →Store Credit Program That Turns Refunds Into Future Revenue
E-Commerce
A CBD e-commerce subscription business needed a way to offer store credit instead of traditional refunds. A custom credit management system turned refund requests into retained revenue while improving customer satisfaction.
Read more →One-Time Product Additions for a Subscription Wellness Business
E-Commerce
A CBD and wellness company needed subscription customers to try new products in their next delivery without committing to a recurring purchase. A one-time addition feature lowered the barrier to product discovery while keeping revenue reporting accurate.
Read more →Automated Order Tracking and Delivery Confirmation for an E-Commerce Brand
E-Commerce
Data & Integrations
AI & Automation
A CBD e-commerce brand needed real-time delivery visibility across multiple carriers without manual status updates. Automated tracking confirmation replaced the manual process and gave customer service teams instant access to shipment status for every order.
Read more →Secure Document Access with Automated Lead Capture
Marketing & CRM
Security & Identity
A professional services firm needed to gate sensitive documents behind lead capture forms while maintaining strict access controls and download tracking. An automated system replaced manual document sharing with time-limited access windows and complete visibility into engagement.
Read more →Automated Donor Record-Keeping for a Cultural Heritage Organization
E-Commerce
Marketing & CRM
Data & Integrations
Nonprofit & Arts
AI & Automation
A cultural heritage organization needed every online purchase and website inquiry to appear in their donor management system without manual data entry. Automated synchronization now matches transactions to existing donor records, prevents duplicates, and gives the development team a complete picture of supporter engagement.
Read more →Scalable WordPress Learning Platform for Enterprise Leadership Development
Education
A leadership development firm delivers corporate learning through multiple channels, each on its own domain and focused on a different set of learning paths. 84EM built the platform behind them: one LearnDash installation serving dozens of client organizations, each managing its own users and connecting its own identity provider for single sign-on.
Read more →Self-Service Coverage Lookup for a Regional Internet Provider
Data & Integrations
Telecommunications
A regional internet provider needed prospective customers to check service availability instantly instead of waiting for a sales representative. A self-service lookup tool now qualifies leads automatically and routes customers to the right service plan -- including partner networks when direct coverage is unavailable.
Read more →Automated Gift Card Ordering for a Corporate Recognition Program
E-Commerce
Data & Integrations
AI & Automation
An employee recognition program was placing gift card orders by hand in two separate provider portals, with no shared audit trail. A custom integration puts both provider APIs behind one ordering interface, handling card assignment, delivery, and transaction logging automatically.
Read more →Custom Two-Factor Login Verification for a Web Application
Security & Identity
An organization needed secure two-step login verification with full control over security policies, without the ongoing costs and limitations of a third-party service. A custom text-message verification system eliminated subscription fees and gave the team complete control over how users are authenticated.
Read more →Automated Order-to-Fulfillment Data Transfer for a Pharmaceutical Patient Program
Healthcare
Data & Integrations
AI & Automation
A pharmaceutical company’s patient program needed order data to flow automatically from their website to their inventory system. Automated transfers eliminated manual data entry and accelerated fulfillment timelines for patient care.
Read more →Custom Affiliate Commission and Reporting System for a Wellness Brand
E-Commerce
AI & Automation
A CBD and wellness e-commerce brand needed affiliate commission logic that went beyond what their existing platform supported. A custom commission system with automated order synchronization and one-click reporting replaced manual reconciliation and eliminated commission disputes.
Read more →Custom Coupon Distribution System with Location-Based Personalization
E-Commerce
Marketing & CRM
Telecommunications
AI & Automation
A major wireless carrier needed to distribute location-specific coupons at scale across multiple retail locations. Automated coupon personalization replaced manual variant creation, enabling same-day campaign launches with built-in redemption tracking across every store.
Read more →Custom Affiliate Dashboard for Real-Time Commission Tracking
E-Commerce
A privacy-focused platform needed a way for affiliates to track their own referrals and commissions without contacting support. A self-service dashboard replaced manual reporting requests and gave affiliates instant access to their performance data.
Read more →
