Case Study: Major Investment Management Services Provider cuts 140 hours/month of manual IT work and improves client experience with Adeptia

Major investment management services provider speeds onboarding and frees IT teams with reusable templates

The international arm of a privately held investment management company serving millions of clients (2.9 million customers) and tens of thousands of partners faced a costly onboarding bottleneck: employers sent monthly retirement contribution changes that required an IT “pre-check” to verify, correct, and transform files. That manual process consumed 140 hours of IT work per month, created a backlog, was prone to errors and rework, and harmed the client experience.

The company’s Platform Services Team implemented Adeptia’s no-code B2B data integration platform, using self service, reusable templates, and AI mapping to automate contribution data onboarding. The automation eliminated the 140 monthly hours (nearly 2,000 FTE hours per year), removed errors and client escalations, freed IT to focus on priority projects, and led the company to standardize on Adeptia as a strategic vendor-partner.