Investment Management Firm
The Client
A global investment management firm with hundreds of unique products that are offered throughout the world.
The Challenges
- The products all had different rules and processing requirements, requiring employees to specialize in particular products which reduced their productivity.
- Maintain high quality of service without increasing sampling costs.
The Solution
AWD is used to codify rules for all products, allowing the firm to centralize processing turning “specialist” employees into generalists and allowing them to work across all products.
The Results
- Loan processing time was reduced by 84%.
- Productivity increased to the degree that 67% fewer employees were required to handle processing, allowing them to focus on other tasks.
Offering key benefits for insurers and brokerages in a proven, scalable process management solution.
Monitoring and auditing tools to make it easier to stay in compliance with changing regulations.
Delivering the right work to the right person in the right priority to make the most of resources.
MBA's CREF 12, February 5-8, Atlanta, GA