Case Study: a Boston-based financial services firm accelerates internal processes with Nintex Workflows and Forms

Using Nintex Workflows and Forms for SharePoint to drive digital transformation

A Boston-based financial services firm sought to optimize its manual and paper-based internal processes, which were inefficient and not secure. The firm, an independent asset management entity with over 250 employees, was already using SharePoint for information storage but still relied heavily on physical forms and manual tasks. They turned to the vendor Nintex and its Nintex Workflows and Forms for SharePoint to drive their digital transformation and improve workplace productivity.

Using the Nintex Platform, the firm onboarding, and compliance reporting. Nintex integrated seamlessly with their existing SharePoint environment and multi-domain infrastructure. The solution replaced bottlenecks and human error with efficient automation, saving tremendous time and effort. This allowed employees to dedicate more time to high-value tasks, ultimately contributing to the firm's ability to provide market-beating investment services and creating a more engaging experience for both customers and employees.