Many financial services firms have a number of barriers towards building highly modern, customer-focused systems. They have a lot of legacy IT, as well as strict compliance rules.
Unifin, a financial services firm based in Mexico City specializing in commercial leases, was looking to modernize its infrastructure while also creating a more intuitive user experience for employees, as well as create a more comprehensive approach to customer data and better managing the customer journey.
The company leveraged the flexibility of Sugar to great success, thanks to the fact that Sugar seamlessly integrated with legacy systems as well as provided a compelling user experience. The result: 3x annual growth after go-live.
Hear and see more about Unifin's success in the video below.