
Welcome to a New Era of Adeptia Connect
Today, Adeptia launched the latest version of Adeptia Connect, which includes several exciting new enhancements! Hear from CTO and cofounder Deepak Singh what this means for our customers and prospects.
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
Customer Stories
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.
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.
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.