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.
Requires Windows Media Player 12 or Quicktime.
On Windows XP environment, downloading the recording may take several minutes.
Share this page