Wonderware Skelta BPM

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Wonderware Skelta BPM
Application Solution
Wonderware
Skelta BPM
For the Financial Services Sector
02
Application Solution > Wonderware Skelta BPM for the Financial Services Sector
Wonderware Skelta BPM software offers a unified, end-to-end,
intuitive and user friendly solution to help financial institutions
and financial service providers such as investment banks, stock
brokerages and consumer finance companies meet the challenges
of a dynamic economy and improve operational efficiency to
meet important business goals. Wonderware Skelta BPM’s solution
framework offers a flexible, extensible platform that enables rapid
application design for every process driven business area.
Key Challenges:
• Maintaining dynamic market response
• Rapid ROI through integrated processes and solutions performance views
SUMMARY
Financial services providers such as
investment banks, stock brokerages etc.
are hard pressed to meet the challenges of
a dynamic economy and stay competitive.
Wonderware Skelta BPM improves
process efficiency with automated
finance specific applications such as risk
management, compliance assurance and
customer on-boarding.
BUSINESS VALUE
• Improved compliance to industry and
government regulations
• Clear visibility and improved accountability
• Build business specific financial
applications for risk management,
compliance assurance, fraud case
management, customer on-boarding
and retail banking
• Improved productivity
• Enterprise mobility
• Adherence to internal regulations for better organizational performance
• Legal compliance
• Adherence to corporate mandates
Wonderware Skelta BPM for the Financial
Services Sector Offers:
• Compliance and clear audit trails
• Operational efficiency with automated financial services such as loans and
investment portfolio management
• Improved productivity with business rules to reduce human intervention
• Consolidated or drill down view of process performance
• Enterprise mobility
• Build business specific financial applications for risk management,
compliance assurance, fraud case management, customer on-boarding
and retail banking
Wonderware
Skelta BPM
03
Application Solution > Wonderware Skelta BPM for the Financial Services Sector
Bid Management Process for Financial Services Sector
The process involves automation of bid process from the initiation to final sign-off and bid status update in
the system. The process will flow through various approval levels at different stages. The process is initiated
by the Bid Manager based on the RFP received from the financial institution, creates project plan and gets
approval from the Business Head.
All these processes will have different user groups who will update the status of the each action involved of
these process. The users (Roles) are Form based which will be defined and maintained in the system. Each
action in the process is associated with a pre-defined service level timeline.
RFP received from Financial Institution
Tentative project plan created by Bid Manager
sent for approval to Business Head
Tasks assigned to various representatives
Completed tasks assigned for quality audits
Audit items from checklist are
checked and status updated
Wonderware Skelta BPM delivers agile, scalable financial services solutions for several critical areas such as
Compliance and Risk Management.
Read about Wonderware Skelta BPM for other industry verticals at: www.skelta.com.
For more information about Wonderware Skelta BPM Software, please contact your local Wonderware
distributor or contact us directly at +1 (678) 306-4110.
04
Application Solution > Wonderware Skelta BPM for the Financial Services Sector
Schneider Electric Software
26561 Rancho Pkwy South, Lake Forest, CA 92630
©2015 Schneider Electric Software, LLC. All rights reserved.
PN WW-4235
Rel. 01/15
Telephone: +1 (949) 727-3200
Fax: +1 (949) 727-3270
software.schneider-electric.com

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