SUCCESS STORY YBS Group, which includes the Yorkshire Building Society, Chelsea Building Society and Accord Mortgages, is one of the United Kingdom’s largest building societies. Based in Bradford, England, it has 224 outlets, 4,100 employees, and serves more than 3 million members.YBS Group sought a system that could help enhance its overall quality of marketing as well as improve audit results and decrease risk. This workflow process resulted in inconsistent audit trails and made it difficult to ensure the correct supporting evidence could be attributed to each promotion. Further, internal audits highlighted other areas where improvement could be made to the process around financial promotions, so the organization created a business case for a flexible, automated mark

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