Case Study: Largest Wealth Management Company doubles transactions and cuts errors with Vuram

Doubled Transactions, 70% Reduction in Errors And Zero Loss Of Cases Observed by African Wealth Management Company

The Largest Wealth Management Company in Africa, one of the continent’s largest wealth managers focused on helping investors build long-term wealth, was struggling with outdated, monolithic legacy systems. These manual, hard-to-use processes made it difficult to process thousands of client instructions each day, especially during tax season when volumes tripled, and led to significant errors and inefficiencies. Vuram stepped in to help modernize the operation using Appian.

Vuram developed a smart Appian-based solution featuring bulk actions, automated document linking, improved task prioritization, and real-time dashboards for better visibility and control. The result was a doubling of output from 300 to 600 transactions per consultant per day, a 70% reduction in linking errors, zero loss of cases, and reduced reliance on two FTEs. Vuram also helped improve transparency, speed up processing, and build internal Appian capability for the customer.