Regum Capital operates across Mexico, Uruguay and several other Latin American markets, running a business with two engines that feed each other: financial education that turns curious prospects into informed clients, and investment services that turn those clients into active investors. On paper, a virtuous cycle. In practice, both engines were running on manual, disconnected processes, and the faster Regum tried to grow across the region, the more the cracks showed.

The Challenge

Regum's growth depended on a journey it couldn't fully see. Leads arrived from education programs, events and referrals, but there was no reliable way to score them or trace where each one came from, so the best prospects got the same treatment as the coldest ones. Acquiring financial clients was slow and heavily manual. Converting those clients from "learning about investing" to "actually investing" happened inconsistently, with no repeatable playbook. And once clients were on board, retention lagged, quietly eroding the base the whole model was built on.

Layered on top of all this was geography. Running the same fragmented processes across Mexico, Uruguay and other markets multiplied the problem: different teams, different spreadsheets, different versions of the truth. Sustaining regional growth on that foundation simply wasn't viable.

The Solution

Regum chose Salesforce to unify the full customer lifecycle — from first touch in a financial-education program to an active, retained investor — and trusted Hikko to make it real. More than a technical implementation, Hikko brought a consultative view: aligning Regum's processes, data model and day-to-day practices with the standards of the financial-services industry, so the platform reflected how the business actually works rather than forcing it into a template.

The solution was built on Sales Cloud and Experience Cloud, connecting the commercial engine and the education experience into a single, traceable journey.

What We Delivered

A traceable lead-to-investor pipeline. With Sales Cloud, every lead now carries its source and a consistent scoring model, so Regum's team knows which prospects to prioritize and where growth is really coming from — no more guessing, no more treating every lead the same.

A digital financial-education experience. Built on Experience Cloud, Regum's education programs became a structured, branded space to nurture prospects — turning content consumption into a measurable step in the funnel instead of a dead end.

Automated cross-sell from education to investment. The handoff from "student" to "investor" is no longer left to chance. Clear triggers and workflows move engaged learners toward investment conversations at the right moment, giving the conversion its own repeatable engine.

Lifecycle management built for retention. With the full client history in one place, Regum's teams can act on the signals that matter — following up, cross-selling and re-engaging — so relationships deepen instead of drifting.

Why It Worked

Hikko didn't hand Regum a generic CRM and walk away. We speedily designed the platform around Regum's real workflows across every market, then enabled the team to own it — so the same unified process now runs consistently whether the client is in Mexico City or Montevideo. The result isn't just cleaner data; it's a growth model Regum can actually scale across the region.

With Hikko and Salesforce, Regum Capital quickly increased lead conversion, unlocked cross-sell of its financial-education offering, and strengthened the retention of its investor clients, turning a fragmented, manual model into a connected engine for regional growth.

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