The client was a rapidly growing securities business selling through the branches of a national commercial bank. The organization consisted of two entities: the dealer bank in Texas and a NASD broker in Ohio. Operations support existed in both locations and two separate systems were utilized.
With a total lack of automation in the branches and severe service problems, there was a need for a unified system with unified management reports.
The client was able to double transaction volume and reduce turnaround on customer inquiries by 60%, while significantly reducing error rates and service problems. A “Critical” Audit rating was improved to “Acceptable” in 6 months and “Superior” in 12 months.< See More Success Stories Load Success Story Generator Tool >
Create yours here >
Insight or Oversight? Wells Fargo using Insight to Improve... Read more >
Check your calendar, it’s budget planning season. ... Read more >
The New Reality in Balancing Investment and Efficiency Read more >
Learn more here >