AuraQuantic Case Studies Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

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	Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic AuraQuantic

Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

AuraQuantic

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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.

About 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.

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.

Impact #1	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.

Impact #1

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.

Benefit #1	Reduced task execution times
Benefit #2	Improved information visibility
Benefit #3	Reduced operational costs

Benefit #1

Reduced task execution times

Benefit #2

Improved information visibility

Benefit #3

Reduced operational costs

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Overview

Click Seguridad Jurídica Streamlines Fiduciary Processes with AuraQuantic

Operational Impact

Quantitative Benefit