Case Study: a leading financial advisor achieves automated opportunity approvals with Royal Cyber's IBM BPM solution

Automating & orchestrating the process across the Financial Sector

The customer, a leading financial advisory in North America, faced challenges with a manual and decentralized process for publishing financial opportunities. Their system relied on email for approvals from review boards and lacked integration with their opportunity portal, making it difficult to provide clients with up-to-date listings and measure performance metrics. They partnered with Royal Cyber to implement an IBM Business Process Management (BPM) solution to orchestrate and automate this critical workflow.

Royal Cyber's solution centralized the entire governance process, eliminating email approvals by introducing a formal business process flow. The system integrated with the client's securities domain for publishing and included client-side validation to prevent errors. By automating data extraction and providing a dashboard for managing tasks, Royal Cyber delivered improved time-management, workflow automation, and greater visibility into the approval process for the client.