Financial Services Transformation Case Study

Financial Services Solutions Provider uses BusinessOptix to transform client services processes

With multiple applications (such as Visio, Word, PowerPoint and an EA tool) and no standards or common language for process design this financial services solutions provider was seeing significant process errors and wasting time recreating processes that already existed (in silos). To address these challenges, they wanted to transform the creation and management of the processes that underpin their client services while ensuring regulatory requirements were met.

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