- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
- Buildings
- Construction & Infrastructure
- Inventory Management
- Leasing Finance Automation
- System Integration
- Training
Click Seguridad Jurídica, founded in 2010, is a Mexican Multiple Purpose Finance Company (SOFOM) dedicated to providing comprehensive advisory services for the implementation and constitution of financial products. It is recognized by major institutions, corporations, and companies in Latin America as the non-bank trust institution with the largest assets under management in Mexico. The company is committed to continuous improvement and plans to automate all business processes related to a new fiduciary product called Fidevida, as well as all processes related to data identification and validation.
Click Seguridad Jurídica, a Mexican Multiple Purpose Finance Company (SOFOM) specializing in fiduciary activities, was grappling with the increasing complexity of implementing and constituting financial products. The activity was becoming more restricted and subject to a vast number of legal operations. The company needed a solution that would allow for flexible and agile business process integration, capable of adapting to changes in demand and potential legal modifications that could impact its commercialization process. The CEO, Adolfo González Olhovich, began searching for a no-code tool that could meet these requirements and streamline over 20 processes including quotation, authorization, blacklist review, and integration and service contracts.
After a thorough analysis of the no-code platform market, Click Seguridad Jurídica chose to implement AuraQuantic, motivated by its wide range of functionalities and extensive possibilities for process automation. The implementation was carried out in several phases, beginning with an analysis of the organizational structure to identify critical points and define the list of priorities for the project. The company's digital transformation team then began to model some of the critical business processes, with support from PRAXIS, a partner of AuraQuantic. They also had meetings with the AuraQuantic consultancy department and completed process diagramming courses offered by the AuraQuantic Training School. The features provided by AuraQuantic have empowered Click Seguridad Jurídica to achieve a self-managed organizational structure.
Case Study missing?
Start adding your own!
Register with your work email and create a new case study profile for your business.