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  7. Ensuring Compliance, Risk Mitigation and Enhanced Customer Onboarding - The BPM Transformation Story at UBS

Ensuring Compliance, Risk Mitigation and Enhanced Customer Onboarding - The BPM Transformation Story at UBS

With more than 30,000 clients and over 10,000 potential compliance rule combinations, the client on-boarding process at UBS was in urgent need of a unified, one-firm view to integrate disparate applications and to ensure proper risk analysis of new clients. To address these needs, UBS selected Fujitsu Interstage BPM to power its Client On-boarding Tool (COT) initiative.

Learn about the challenges that UBS faced and the benefits that have resulted from its efforts, including ensured process compliance and streamlined customer account opening.

  • Automated client on-boarding and maintenance of account information
  • Improved risk analysis of which clients to onboard through complex rules
  • Allowed different client processes – onboarding, reviews, etc. to be modeled and automated
  • Ensured process compliance in a complex regulatory environment
  • Saved 30% TCO by consolidating disparate systems in to one suite of applications

Featured Speakers:

  • Shane Williams, Director of Delivery Management, UBS
  • Ivar Alexander, Interstage Sales Engineering Director, Fujitsu

Duration:

60 Minutes

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