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Financial Services

Regulations (e.g. AML4, MIFID II, SOX etc.), restructuring, changing business models, new product offering and cost structure challenges. Financial institutions now work in a complex world that is going through significant changes.

With such a challenging backdrop, it is important that financial institutions are able to proactively and reactively create, adjust and manage their business operations to remain competitive and demonstrate adherence to regulations.

Using BusinessOptix, financial institutions are able to create, use, manage and share key business operations in one place.

Examples of the value BusinessOptix can deliver in financial services includes:

  • Capturing and implementing regulations within core business processes in a format that is easy to share with internal and external stakeholders including employees, partners and regulators
  • Streamlining processes, from loans, to setting up an insurance policy, or executing an investment instruction
  • Optimising sale-to-fulfilment processes to support winning win new business, securing customer loyalty and reducing cost-to-serve
  • Understanding and documenting current business and operating models and using this to support the definition of new business and operating models

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