Streamlining Success: How Digitalization and Process Automation transformed a business
Client from 2018 – Our client is a highly valuable and significant player in the investment industry, with assets under management exceeding 15 bn €. The client benefits from a diverse portfolio, consisting of over 12 investment funds, and serves a large client base of over 70,000 accounts.
Leveraging Digital Transformation and Business Process Automation for Improved Operational Efficiency and Human Resource Optimization
The client aimed at streamlining the operational activities related to data and information processing of a huge volume of contractual documents through digitalization and process automation to increase efficiency, speed, and accuracy, reduce cost and eliminate manual errors.
The Objectway Solution and back-office application were deployed to execute Business Processing as a Service activity combined with robotic process automation technology, this way achieving the clients’ main goal of completing a digital transformation program.
Our client now manages 200-300 new contracts per day and processes 400 to 700 entries per week. There are currently 70,000 active accounts, which are constantly growing, relating to more than 30 asset management lines, with reference to both individual and business accounts.
BCC Risparmio&Previdenza is part of the BCC ICCREA Group, managing specifically the asset and investment management services. The company was founded in 1984 and today it operates to become day by day a reference for supporting its clients with the mutual investment funds management and with the individual asset and portfolio management.