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Large US Financial Planner Selects Bizagi to Drive Digital Processes


London, UK – 1st March, 2018 — Bizagi, a leader in Digital Process Automation software, today announced that one of the largest independent financial planning firms in the US has selected Bizagi to aid with the digital transformation of its business.

The applications team is automating workflows in marketing operations, as well as automating and tracking SLAs in mailroom operations. Digital processes automation will also be deployed in client communications to automate workflow for creation, review and approval of client correspondence through Marketing, Client Services/Planning, Compliance and Legal.


About Bizagi

Bizagi helps organizations to transform into digital businesses. Its process automation platform connects people, applications, devices and information to deliver the engaging experience that today’s customers demand. Fueled by a community of 1 million users, Bizagi powers enterprises worldwide including adidas, BAE Systems and Old Mutual. For more information, please visit www.bizagi.com

Media contact:

For more information please email marketing@bizagi.com
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