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Business Process Management for Financial Services

Global 360 Solutions for Financial Services Organizations

The growing complexity of the business environment for financial services organizations presents new business and technological challenges. Industry consolidation, increasing regulatory requirements, concerns over security and privacy, the need to manage profitability and control expenses, and competitive pressures from traditional and new providers are driving financial services organizations to automate their complex business processes to increase operational efficiency, ensure customer loyalty, deliver superior product quality, and maintain their competitive advantages.

To meet these challenges, financial services organizations must efficiently manage and increase visibility into critical business processes such as:

Sales
New Account Opening
Account servicing and management
Loan origination and underwriting
Auditing

To optimize their business processes, financial service organizations will rely not only on process automation software, but they will also need to draw from a new class of process technology that provides process intelligence. Only when an organization can gain true end-to-end visibility into the performance of its most important business processes can it leverage automation technology to meet its objectives.

The Strategic Choice for Improving Financial Services Business Processes

With hundreds of financial services organizations as customers, Global 360 understands the unique needs of the financial services industry and how Business Process Management (BPM) can provide both comprehensive process visibility and control.

Global 360's BPM solutions enable financial services organizations to link goals to execution, engage in dynamic planning, automate processes, and monitor systems; providing management with the visibility and insight needed to make sound and timely decisions that ultimately determine success.

This allows a lender to expedite a letter of credit more efficiently, distribute the workload of loan approval more effectively, and track every stage of the process from the moment off application to loan funding, even if multiple process technologies are involved in that end-to-end business process.

Using Global 360's BPM solutions, financial services organizations gain the following benefits:

Insight to historic, real-time and predictive process metrics and KPIs
Increased operational efficiency and control
Enhanced customer loyalty through customer service quality and responsiveness
Regulatory compliance and risk management

Financial Services Institutions Using Global 360 BPM Solutions

ABN AMRO
Bank of America
Citicorp
Dexia
Hibernia
JPMorgan Chase
UBS/Paine Weber
Wells Fargo
Europabank
First Alliance Trust, Netherlands

Key Benefits

Visibility – End-to-end visibility to processes that span multiple organizational functions and supporting system infrastructures.
Agility – React to changing business conditions in real time and ultimately predict and proactively address business exceptions.
Integration – Integrate multiple back-end systems for improved business responsiveness and operation efficiency.
Compliance – Establish enforceable internal controls and ensure compliance with both industry and regulatory mandates