AuraQuantic > Case Studies > Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

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Technology Category
  • Application Infrastructure & Middleware - Data Exchange & Integration
  • Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
  • Buildings
  • Construction & Infrastructure
Use Cases
  • Inventory Management
  • Leasing Finance Automation
Services
  • System Integration
  • Training
About The Customer

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.

The Challenge

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.

The Solution

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.

Operational Impact
  • The implementation of AuraQuantic has brought about significant operational improvements for Click Seguridad Jurídica. The company has been able to automate over 20 fiduciary-related processes, leading to a more efficient and streamlined workflow. The solution has also enabled a self-managed organizational structure, giving the company greater control and flexibility in managing its operations. Furthermore, the improved information visibility has facilitated better decision-making, while the reduction in operational costs has enhanced the company's financial performance. The increased productivity and customer satisfaction levels are testament to the effectiveness of the solution in meeting the company's needs.

Quantitative Benefit
  • Reduced task execution times

  • Improved information visibility

  • Reduced operational costs

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