Case Study: Asian Securities Brokerage Company achieves business growth and compliance with Bizagi

Top Asian securities company drives business growth and ensures compliance with automated processes through centralized sales portal

A top Asian securities brokerage in China faced slow, non‑transparent processes—especially for client fund deposits and credit applications—that hindered growth, made compliance and SLA monitoring difficult, and left analytics scattered across systems.

By implementing business process automation and a centralized, process‑driven sales portal, the firm deployed five key flows in six months, consolidated data and reports, and created a complete audit trail. The automation sped up deposits and credit approvals, improved customer experience and compliance, increased visibility into submissions, and enabled agile SLA and process improvements.