Case Study: Fiducia S.A. automates 35 processes and 20,000+ monthly transactions to streamline investment fund operations with AuraQuantic

FIDUCIA revolutionizes investment funds with the “MI FONDO” app powered by AuraQuantic

Fiducia S.A., a Quito‑based financial services firm and leader in Ecuador’s trust and investment fund market, faced rapidly growing transaction volumes, fragmented manual workflows and a lack of KPIs. To scale without adding headcount and to enable real‑time process visibility, Fiducia S.A. selected the AuraQuantic BPM suite to power its “MI FONDO” app and begin broad automation across fiduciary and investment fund operations.

Using AuraQuantic, Fiducia S.A. automated 35 processes by the end of 2023 (19 focused on investment funds), integrated with banking and real estate systems, enabled mobile approvals and digitized documentation, and now handles over 20,000 transactions per month. The deployment helped launch and scale the “MI FONDO” app—quadrupling investment fund clients—reduced operational risk and paperwork, cut hiring needs, and improved transparency and decision‑making across the company.

Fiducia S.A.

Juan Felipe Laso

Digital Channel Supervisor