Business Management White Papers
Efficient Money Movement Enhances Private-Client Services
Overview This diversified financial services company provides banking, investment, mortgage and consumer finance services to tens of millions of customers through thousands of branch locations, the Internet and other distribution channels. High-net-worth individuals and families are a highly valued customer group for financial services institutions. These "Private-client" customers expect responsive service. Because of these customers' high expectations, firms often focus heavily on providing personal service, including being immediately available. As a result, investment in automating private-client back-end processes often has lagged behind other operations. The workflow application is built on an end-to-end Business Process Management (BPM) technology platform that integrates internal and external applications to initiate, manage, monitor and validate fund transfers. The wire transfer solution developed by the BearingPoint team overcame limitations in the institution's BPM architecture.
| Publisher | BearingPoint | File Format | |
|---|---|---|---|
| Date Published | May 2007 | ||
| Format | Case Studies | ||
| Topics | |||
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