COMPANY DATA

One of the world's largest derivatives marketplace with $5B in revenue

BUSINESS CHALLENGE

  • Rapidly deliver applications to streamline existing and enable new business functions


SOLUTION

  • New Product Introduction
  • 500 new products introduced annually, 10 departments involved
  • Application developed and launched in 14 weeks
  • Reduced time to market from 10 weeks to 2 weeks
  • Project portfolio process to estimate, review and prioritize requests between departments, driving the planning and corresponding budget of each department
  • Employee On-boarding (1,000 per year)
  • Solution developed and deployed in 8 weeks
  • Achieved Day 1 Productivity for all new hires


 

 

 

 





COMPANY DATA

A leading multi-expert investment manager with 1,000 investment professionals and 5,000 global clients

BUSINESS CHALLENGE

  • Improve process & data management for compliance requirements and customer satisfaction
  • Support all workflows between employees, local applications and data repositories
  • Automate Client and Asset On-boarding
  • Improved Risk Management & Compliance
  • Consolidate resources due to economic climate


SOLUTION

  • Global Reference Data Program
  • 35% automation of on-boarding process
  • Enforced regulatory compliance
  • Integration with CRM, Databases and 3rd party Data Providers
  • Significant ROI by addressing global Client Servicing


 

 

 

 





COMPANY DATA

One of the largest bank holding companies in the United States with operations in 50 other countries, 75 million consumer, small business relationships at 6,000 banking centers, and 20,000 automated teller machines.

BUSINESS CHALLENGE

  • Disparate and non-integrated credit management systems
  • Different business units created their own credit management applications
  • Lack of an integrated approach created sub-optimal processes which caused negative impacts on efficiency, effectiveness, and data quality while introducing operational, market, and reputation risks


SOLUTION

  • Wholesale Credit Desktop
  • Creating a bank-wide credit management application on ForceFlux which will improve processes, create savings, and reduce risks
  • ForceFlux chosen as BPM standard with many other projects in the pipeline


 

 

 

 

 



COMPANY DATA

Leading organization in personal banking, business banking and mortgage services

BUSINESS CHALLENGE

  • Improve efficiency, provide a collaborative environment for workers, and enhance the customer experience


SOLUTION

  • Mortgage Loan Origination/Servicing
  • 30% faster completion of overall process
  • Overlays legacy systems with a flexible, natively-mobile architecture and social interface
  • Makes loan officers mobile, gives them the systems integrations they need to do their work, and allows them to collaborate through a simple social interface


 

 

 

 





COMPANY DATA

Diversified financial services company specializing in Commercial Banking, Regional Banking, National Finance, and Wealth Management, $90 billion dollars in assets under management with 1,000 branches in 20 mid-west and western states and 20,000 employees

BUSINESS CHALLENGE

  • Improve results from Dealer Chargeback Process
  • Company can recoup commissions if car loans are paid off early
  • Current process is manual, inefficient, and hard to track


SOLUTION

  • Dealer Chargeback Application
  • Automate activities and tracking across four main processes - Statement Generation, Record Payment, Dealer Contact, Dealer Charge off 

Financial Services