An international investment management company used Adeptia’s no-code data integration platform to automate onboarding and verify client contribution data, saving 2,000 staff hours annually, eliminating errors, and improving both IT efficiency and client satisfaction.

Company Size

Enterprise

Industry

Investment Management

Connectors

Workday

Customer Stories

Templates Speed Complicated Process

Benefits

  1. 1.Improved Staff Efficiency: By implementing Adeptia’s data integration solution, the company was able to save nearly 2,000 FTE hours each year, allowing employees to focus on other priority projects.
  2. 2.Improved Client Experience: By automating the workload, errors associated with the formerly manual process have been eliminated.

The Challenge

Employers of the company’s 2.9 million customers would send monthly retirement contribution changes to the company. Then, the company’s IT team would manually execute a “pre-check” process on the contributions files to verify, correct, and transform the necessary data for downstream consumption. This manual process had a negative impact on IT staff productivity, requiring 140 hours of work each month to accomplish this task. What’s more, this manual process was prone to errors, triggering escalations and rework on both sides that lead to client dissatisfaction.

Before Adeptia

  • The company’s skilled IT developers were responsible for group benefits onboarding.
  • The manual process required 140 hours of work each month and was prone to errors that resulted in rework on both sides, negatively impacting the client experience.
  • Because of the time-consuming process, there backlog of data waiting to be onboarded.

Partnering with Adeptia

The company’s Platform Services Team leveraged Adeptia’s no-code B2B data integration platform that harnesses the power of self service, reusable templates. and AI mapping to automate the process of onboarding the contribution data. Now, all of the changes to the client contribution data are now automatically checked, and the incoming data is verified, corrected, and transformed by Adeptia’s platform.

The Business Value

By automating its data integration process using Adeptia’s solution, the company has been able to eliminate 140 hours of manual IT effort each month — the equivalent of one full-time employee — which enables them to repurpose that resource to focus on other priority projects. Additionally, errors associated with this formerly manual process have been eliminated, reducing the number of client escalations and improving the overall client experience. Because of the success it’s had, the company now considers Adeptia a strategic vendor-partner and has standardized on Adeptia for all of its B2B data integrations going forward.