Case Study
Global Investment Firm Uses AgilePoint iBPMS To Modernize The Workplace and Reduce Compliance Risks
AgilePoint Global Investment Firm 1 | P a g e Global Investment Firm Uses AgilePoint iBPMS to Modernize the Workplace and Reduce Compliance Risks This global investment firm offers a broad range of investment solutions including mutual funds, retirement savings vehicles, and college saving plans. Their clients include individuals, institutions, pension plans, trusts, and partnerships. The company is headquartered in the United States,