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Leading Brokerage and Wealth Management Firm Applies Business Process Automation and Lean Six Sigma to Support Growth

Leading Brokerage and Wealth Management Firm Applies Business Process Automation and Lean Six Sigma to Support Growth

Impact Financial Systems
Pages 3 Pages

Case Study at a Glance INDUSTRY Financial Services FIRM SIZE 15,000+ Advisors, 3,900 Bankers USE CASE Standardize processes across local branch sites to improve client experience and employee productivity WHY IFS? Ability to incorporate Six Sigma methodology into the platform, combined with robust templates that would shorten project timeline and decrease costs HIGHLIGHTS • Standardized processes across locations, eliminating Non Value- Ad

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