Financial Services Organization uses BusinessOptix to create new product development process

A global financial services organization planned to create a global solution for Banks, Investment Managers and Corporates to simplify and streamline counterparty due diligence and the ongoing maintenance of KYC (Know Your Customer) records – in line with evolving regulatory demands.

To help them create the solution Clarasys (a BusinessOptix partner) combined their Agile Methodology with BusinessOptix platform to build a service within a few months. Clarasys Agile Methodology was used to incrementally build and test the solution, while BusinessOptix was used to collaboratively (with internal and external stakeholders) map and link the end-to-end processes to policy documents, define requirements for a workforce tool, and share key documentation (as a replacement for email). With the initial processes built, Clarasys supported the growth of the service as client numbers and the volume of records grew.

Download the “Streamlining New Product Development” case study to find out more!