Case Study: 7IM strengthens operational resilience and compliance with BusinessOptix

7IM documents 95% of high-risk client processes with BusinessOptix

7IM, a growing investment management firm, faced challenges in maintaining operational resilience and compliance while scaling through mergers and acquisitions. Their processes were fragmented across different tools, making it difficult to standardize procedures and manage an evolving business structure. To address this, they selected the BusinessOptix platform for its process intelligence capabilities.

BusinessOptix provided a centralized process repository, enabling 7IM to document 95% of their high-risk client-impact processes. The solution delivered improved oversight with clear accountability frameworks and consolidated over 200 processes. This has allowed 7IM to evidence best practices for compliance and governance as they continue on their path to mature operations.

7IM