Case Study

Stone Coast Delivers Real-Time Visibility for Error-Free Fund Operations

Stone Coast Delivers Real-Time Visibility for Error-Free Fund Operations

Pages 3 Pages

Stone Coast Fund Services digitized and automated its fund operations with Bizagi to improve efficiency, compliance, and transparency across \$100B in assets. In six weeks, they delivered their first workflow and scaled to 80 processes, including cash movements, capital activity, NAV accounting, and automated email ingestion. Bizagi became their second most critical system, enabling 99.9% error-free operations, real-time visibility, and audit readiness. Integrated with Power BI and SharePoint, it streamlined 25,000 cash and 15,000 capital transactions annually, reducing risk and ensuring timely, high-quality service delivery.

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