Case Study: Leading Investment Advisory Firm achieves 3X faster customer onboarding with OpenLegacy

Leading investment advisory group makes customer onboarding time 3X faster

Leading Investment Advisory Firm, a fast-growing investment advisory group in Mexico, struggled with a 30-day customer onboarding process that was slowed by heavy regulatory requirements, manual data entry, and a legacy SAP CRM connected to IBM System i that could not easily integrate with web or mobile apps. The firm needed a faster, self-service experience for clients and advisors while still meeting strict compliance needs.

OpenLegacy implemented automated APIs on top of the firm’s SAP CRM, enabling web and mobile onboarding without requiring SAP development expertise. OpenLegacy reduced API creation from weeks to minutes for simple services and helped deliver the full project in about a month instead of nine, cutting onboarding time from 30 days to 10 days and supporting an estimated 10% incremental revenue increase.