Case Study: Leading Global Asset Management Firm achieves faster account onboarding and improved transparency with Bonitasoft

Leading Global Asset Management Firm - Customer Case Study

Leading Global Asset Management Firm, facing rapid growth and stricter regulatory and audit requirements, needed to streamline the complex, manual on-boarding and provisioning process for SMA accounts (>$250,000) that involved nearly a dozen teams and systems. Bonitasoft, working with partner Cenotech, implemented the Bonita platform to digitize and orchestrate account on-boarding and prepare the firm for future strategic automation.

Using Bonitasoft’s Bonita platform, the team created an end-to-end orchestration and dashboard-driven solution that provides transparency, monitoring and management for hundreds of new accounts, reduces error-prone manual work, and improves scalability. As a result, the Leading Global Asset Management Firm now monitors workflows from a single dashboard, has freed associates to handle more complex cases, is reducing development cycles, and is positioned to go fully digital with documentation — outcomes driven by Bonitasoft’s implementation.