Case Study: International Investment Management Company saves 2,000 staff hours with Adeptia

International Investment Management Company saves 2,000 staff hours a year with Adeptia

An international investment management company was facing significant challenges with its manual process for handling client retirement contribution data. Their IT team spent 140 hours each month manually verifying and correcting files, a process that was prone to errors and led to client dissatisfaction. To address this, the company partnered with Adeptia and implemented its no-code data integration platform to automate the onboarding and verification of this data.

By leveraging Adeptia's platform, which utilizes reusable templates and AI mapping, the company automated its entire data integration process. This solution eliminated 2,000 staff hours annually, the equivalent of one full-time employee, and completely removed the errors associated with the old manual system. The success of this project improved both IT efficiency and client satisfaction, leading the company to standardize on Adeptia for all future B2B data integrations.