We are a leading multi-expert investment manager with 500 investment professionals and over 3,000 clients around the world. In order to meet compliance requirements while keeping an excellent customer experience, we needed to improve our processes and data management.
- Potential customers
With multiple databases and third party data providers, we adopted a modern BPM platform to integrate those systems together, creating a streamlined process to on-board new customers. We rolled this out worldwide and now have a global client-servicing process we follow, which has resulted in a significant return on investment.
With BPM we were able to automate a large portion of the client and asset on-boarding experience and improve risk management and compliance.