Case Study: GBST Wealth Management achieves happier clients and increased productivity with Serena Software

How GBST Capitalizes Wealth with Lean Processes

GBST’s wealth management division (formerly InfoComp), a $60M global provider of client accounting and securities transaction software, faced growing pains from manual, paper-based product lifecycles. Vital products such as Composer and Unison were managed without automated controls, leaving teams reliant on users to follow processes and managers unable to see up-to-the-minute project status.

By deploying Serena Business Mashups (and earlier Tracker), GBST automated lifecycle and project workflows, gave clients secure web access to track developments, and consolidated visibility into a central dashboard. The result: faster, more flexible service and happier clients, tighter process control and workload management, and measurable productivity gains through automation and integrated reporting.

GBST