Case Study: Alternative Financial Asset Company achieves real-time workflow visibility and frees 12% workforce capacity with TIBCO Software

Alternative financial asset company delivers more with less and faster thanks to business process automation

An industry-leading alternative asset services firm with 75 years of experience—serving hedge funds, private equity, real estate, and corporate governance—faced the need to boost productivity, improve quality, and meet SLAs across a geographically dispersed workforce. The company lacked real-time transparency into business processes and needed a way to identify and deploy the right people globally to serve customers faster.

By deploying TIBCO integration and BPM software to enable intelligent, skills‑based task assignment, the firm gained real-time workflow visibility across 1,200 employees and freed 12% of workforce capacity for offshore back‑office work. The transformation delivered measurable efficiency, transparency, and agility, letting the company scale with no added cost and provide customers faster, higher‑quality cash and financial position reporting.