Case Study

Leading investment advisory group makes customer onboarding time 3X faster

Uses OpenLegacy to create APIs on top of SAP CRM and IBM System i in a highly regulated environment

This firm is a leading investment advisory financial group in Mexico, with tens of billions of dollars under management. It’s one of the fastest-growing financial companies nationally, having doubled in size in the past ten years. Growth has been driven by acquisitions and expansion into new business initiatives, as well as organic customer acquisition.

See how they use OpenLegacy to create APIs on top of SAP CRM and IBMi/ AS400 in a highly regulated environment.

Case study -SAP and IBM i APIs.

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“We have always prided ourselves on providing superior service to our customers. Customer expectations have radically changed over the years and we needed to adapt. With OpenLegacy, our new customer onboarding process will be three times faster and support customer self- service. It will also comply with all government regulations, and still use our SAP CRM backend, augmented with new API technology.”

Chief Information Officer, Investment Advisory Firm