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 existing (in silos). To address these challenges they wanted to transform the creation and management of the processes that unpin their client services, whilst ensuring that their regulatory requirements were met.

Using BusinessOptix the solutions provider used its process design knowledge and capabilities to create as-is and compliant to-be processes including adding descriptions and contextual data against processes; capture requirements across all stakeholders; deliver work instructions and a knowledge repository; implement a collaborative review and feedback process between process designers and stakeholders, and rollout 100s of new processes with embedded regulatory controls and the ability to capture evidence of their use.

To learn more download the “Transforming Client Services in a Regulated Industry” mini case study today!