Resource Center: Industry Banking
Analyst Reports
- Global 360 Recognized as a Leader in Dynamic Case Management Wave report by Forrester Research In its January 2011 research report on dynamic case management, Forrester Research, Inc. analysts evaluated 10 case management software vendors and identified Global 360 as a leader based on their review of the Case360 solution. The report defines dynamic case management leaders as "providers [who] have all made a strong commitment to offering [dynamic case management] DCM-specific platforms that form a basis of transforming "untamed" business processes."
Brochures
- Global 360 BPM Suite This brochure is a complete overview of the Global 360 BPM Suite.
- Global 360 Persona-based Process & Case Management This brochure provides an overview of Global 360's business process management solution and how it leverages Microsoft investments with SharePoint, Visio, Lync, SQL Server and more - complete with example screen shots
- Global 360 viewPoint Assessment Getting your BPM project off the ground can be very challenging. Read how Global 360’s ViewPoint Assessment can help you overcome common project hurdles like identifying the right business areas for improvement, aligning key stakeholders on a strategy for success, and building a compelling ROI-based business case to secure management buy-in.
- Process and Case Management for Banking This brochure highlights Global 360's business process and case management solutions and customers in Financial Services/Banking.
Case Studies
- Credit Agricole Credit Agricole implemented electronic customer files that enable faster processing, back office optimization and compliance with regulations.
- Credit Lyonnais Credit Lyonnais users are very appreciative of the improvement in customer service together with better staff responsiveness, and increased productivity resulting in an appreciable reduction in Crédit Lyonnais France’s Back Office operating costs.
- Dexia Bank Dexia Bank optimized document digitization and case management to increase efficiency, reduce costs and improve customer service.
- Europabank Europabank Improved customer service and efficiency by streamlining administrative processes.
- Newcastle Building Society Newcastle Building Society improved customer service enabled the Newcastle to achieve significant growth by diversifying into new markets.
- Telstra Super Telstra Super boosted capture and retention of members, improved customer service levels and reduced costs.
Datasheets
- Accounts Payable Solution Find out about Global 360's solution for invoice management and accounts payable.
- Case360 Overview of Global 360's Case360; including features and benefits of this adaptive case management product.
- Financial Services: Account Management Solution Overview of Global 360's Savings & Retirement Account Management solution.
- Global 360 Overview for Microsoft Want a quick, easy-to-read overview of Global 360? Look no further. Download this data sheet to read about what Global 360 does, who we do it for and what makes us different.
- Global 360 processView A Cloud-based Platform for Collaborative Process Discovery running on top of SharePoint 2010. Global 360 processView also leverages Visio Services, Visio Premium 2010, and Global 360 analystView.
eBooks
- eBook Series: 7 Steps to Process Improvement Get this free exclusive eBook and instructional guide to consistently achieve your organizations' goals with business process management.
- eBook: Business Process Managment and SharePoint: User Stories in Business Process Management Download this eBook to read first person, real world stories, with no “Geek Speak,” about the powerful combination of Business Process Management and SharePoint.
- eBook: Kill the Things that Kill Productivity Download the eBook and learn about the common scenarios for recognizing productivity killers in your organization and how to slay them.
Videos
- Focus on Banking productivity: First United Bank Case Study See how First United Bank changed how they get their work done.
- Mastering the Unpredictable with Adaptive Case Management: Hear from the Authors Listen as experts discuss&the importance of adaptive case management in today& knowledge work economy. You will hear their views on the genesis, application and benefits of ACM and hear about real world customer examples for your industry.
- See How Asia United Bank Uses Case Management to Process Loan Applications 50% Faster Asia United Bank reduced loan application processing time by 50-70% in 3 months by reducing manual steps and paper in the process, consolidated and streamlined operations by having all electronic documents in Case360 virtual case folders instead of multiple different systems, and improved customer service by enabling loan processors to have more time to help clients.
Webinars
- Business Process Excellence for Financial Services Online Hear from Forrester Research and Citigroup Fund Services Canada as they share best practices for delivering exceptional customer service with business process and case management
- New Accounts, Loan Origination and Servicing (Financial Services) See case management in action for Financial Services institutions and learn how to cut cycle time, manage workloads and rebalance risks.
- Process Improvement made easy with Global 360 & SharePoint 2010 Webinar Series: Accounts Payable for SharePoint See a sample end-to-end Accounts Payable solution leveraging SharePoint from the experts at Global 360 and KnowledgeLake.
- Too much paper, too much work: Improve Efficiencies Without Breaking the Bank 2009 Explore industry dynamics and best practices that enable leading retail banks to reduce operating costs, and empower staff. Featured Speakers: Christine Pratt, a leading banking industry analyst Richard Van Hoever, SVP Customer Service Paper at CitiCards Scott Kirkland of Global 360
White Papers
- BPM Primer: People and Processes Just getting started in BPM? This is the perfect document for you. Learn the BPM Fundamentals (A-Z) with this informative whitepaper.
- Case Management: Addressing Unique BPM Requirements Understand case management in the context of Business Process Management in this industry report from Bruce Silver; including typical case management scenarios and what to look for in a case management product.
- Changing the Economics of Supply Management: Strategies to Transform Accounts Payable Explore best practices for improving procure-to-pay processes including invoice management and accounts payable, including real world case studies.
- Improving Efficiency Without Breaking the Bank: Best Practices in Business Process Management Explore best practices for process improvement in the Financial Services sector, including real world case studies.
- Lean BPM Learn about Lean BPM - an approach to process design, process management, process operation and the use of supporting technology that embodies “lean” concepts in business processes. This paper will cover each of the guiding principles of Lean BPM.
- Savings and Retirement Products You Can Bank On: Meeting Consumer Demands for Safer Investment Products Explore best practices for improving account opening and management in the Financial Services sector, including real world case studies.
- Selecting a Vendor Download this informative whitepaper to help you with the key factors and considerations when selecting a Process and Document Management Vendor.
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