Wonderware Skelta BPM
Transcription
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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