Case study HP Process Automation helps Baird achieve tremendous productivity and efficiency gains Industry Financial Services Objective • Reduce the time it takes to onboard new brokers and their clients • Standardize on workflow tool to assist in other areas of the firm: HR, Operations, Finance, etc. Approach Deploy a comprehensive platform for digitizing all new client paperwork to automate a time- consuming, labor-intensive process. IT matters HP Process Automation Business matters • Paperwork and process time reduced from weeks to hours resulted in a decrease in human-centric processing errors • Accounting is more accurate, as information is processed and forwarded to correct personnel • Established full auditing capability: who touched what record when, and what did they do

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