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Financial Services

Securities Brokerage Company

Top Asian securities company drives business growth and ensures compliance with automated processes through centralized sales portal

Financial Services

Securities Brokerage Company

Top Asian securities company drives business growth and ensures compliance with automated processes through centralized sales portal

  • CUSTOMER:
  • Securities Brokerage Company
  • INDUSTRY:
  • Financial Services
  • LOCATION:
  • China

5

key business flows deployed in 6 months

Complete audit trail

A top Asian securities company was looking to maintain compliance and improve its non-transparent business processes.

Processes such as client fund deposit and the credit application were taking too long and hindering business growth. By applying business process automation, they were able to standardize the process-driven sales portal and increase efficiency and compliance.

Talk to Bizagi
Objectives:
  • Create standardized processes to ease compliance and SLA monitoring
  • Support business growth by creating transparent processes
  • Shorten processing time for client fund deposit and credit application processes
  • Consolidate analytics reports and scattered data
Achievements:
  • Deployed 5 key business flows within 6 months
  • Centralized, process-driven sales portal increased efficiency and compliance
  • Increased visibility for application submitted and left audit trail
  • Business Process Automation sped up and improved customer experience with client fund deposit and credit application
  • Agile process management allowed continuous SLA improvement and process configuration

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