How Vórtx Accelerates Client Delivery by 5x with Tela’s Intelligent Automation
About
Vórtx DTVM is Brazil’s leading independent fintech, providing critical infrastructure services to the capital markets.
Founded in 2015, Vórtx delivers fiduciary administration, securities custody, trustee services, and bookkeeping with a strong emphasis on technology, scalability, and operational excellence. Their goal is clear: simplify and accelerate investment processes through integrated and innovative technological solutions.
The Challenge
As Vórtx rapidly grew its client base, operational challenges began to surface, notably impacting delivery speed and accuracy. Two key processes stood out:
- Custody Statement Generation (Corporate) Previously took up to five business days (D+5) to deliver to clients after a request. This manual process was slow, prone to errors, and limited scalability.
- Fund Regulation Management Reading, extracting, and publishing regulatory documents for investment funds was another cumbersome process with an SLA of five days, causing delays in client access to critical data.
The core objective was straightforward yet ambitious: dramatically improve efficiency, reduce response times, and elevate data accuracy and compliance.
Measurable Impact and Results
The collaboration between Vórtx and Tela has yielded transformative results:
| Process | Previous SLA | Current SLA | Improvement |
|---|---|---|---|
| Custody Statement Generation | 5 days | Same day | 5x faster (400% improvement) |
| Fund Regulation Processing | 5 days | 3 days | 40% faster |
Operational Effiency
Manual, error-prone tasks were replaced with rapid, accurate AI-driven processes, dramatically increasing throughput and freeing staff to focus on strategic activities.
Compliance and Accuracy
Tela’s AI ensures all automated tasks consistently adhere to regulatory requirements and internal compliance standards, providing peace of mind and operational confidence.
Client Satisfaction
Faster, precise, and consistent deliveries have significantly improved client relationships and satisfaction metrics, reinforcing Vórtx’s reputation for excellence.
“Integrating Tela’s AI solutions revolutionized our delivery capabilities. We moved from delivering custody statements in five days to same-day fulfillment, and cut our fund regulation handling by 40%. Tela empowered us to achieve operational excellence and delight our clients with rapid, reliable service.”
Operations Team, Vórtx
The road ahead
Encouraged by the strong results achieved with Tela, Vórtx plans further expansions of intelligent automation across its operations. The fintech leader continues exploring additional processes where Tela’s sophisticated AI can further enhance efficiency, compliance, and client satisfaction.
Vórtx’s partnership with Tela underscores a powerful combination of innovative fintech and intelligent AI automation, setting new benchmarks for operational performance in Brazil’s capital market infrastructure.