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Nationwide Financial Services Firm Improves Operational Efficiency, Strengthens Regulatory Compliance Automation and Simplifies New Account Openin

Nationwide Financial Services Firm Improves Operational Efficiency, Strengthens Regulatory Compliance Automation and Simplifies New Account Openin

Impact Financial Systems
Pages 4 Pages

CASE STUDY Case Study at a Glance INDUSTRY Financial Services FIRM SIZE Over 5,000 Investment Advisors USE CASE Replace existing New Account Opening application to improve operational efficiency and strengthen regulatory compliance automation WHY IFS? Mature NAO template, combined with highly configurable platform and vast subject matter expertise HIGHLIGHTS • Implemented a new NAO application for over 40 account types across the entire

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