Templates speed complicated process

Case Study

Templates speed complicated process

  • Adeptia Connect
Templates speed complicated process

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

The investment company’s manual data integration process required 140 hours of coding work each month and was prone to errors that resulted in rework on both sides, negatively impacting the client experience and resulting in an expensive and time-consuming backlog of files waiting to be onboarded.

Read this case study to learn how the the company’s Platform Services Team leveraged Adeptia’s no-code B2B data integration platform to automate the process of onboarding the contribution data.