Case Study: Global Financial Services Organization streamlines new product development with BusinessOptix

Financial Services Organization Uses Businessoptix to Create New Product Development Process

Global Financial Services Organization wanted to create a global solution for banks, investment managers, and corporates to simplify and streamline counterparty due diligence and the ongoing maintenance of KYC records, while keeping pace with evolving regulatory demands. They worked with BusinessOptix and its cloud-based Business Process Transformation suite, supported by partner Clarasys, to build a scalable service quickly.

BusinessOptix helped the organization collaboratively map and link end-to-end processes to policy documents, define workforce tool requirements, and replace email and SharePoint with a central knowledge portal. The solution supported rapid rollout and training as the team grew by over 300% in the first 12 months, while also converting policies into step-by-step guides to onboard new clients faster, process more records in the same amount of time, and demonstrate compliance with ISAE3000.