Case Study at a Glance: Nationwide Financial Services Firm Improves Operational Efficiency, Strengthens Regulatory Compliance Automation and Simplifies New Account Opening Process with IFS

 

Industry:
Financial Services

Firm Size:
Over 5,000 Investment Advisors

Use Case:
Replace existing New Account Opening application to improve operational efficiency and strengthen regulatory compliance automation

Why IFS?
Mature NAO template, combined with highly configurable platform and vast subject matter expertise

Highlights:

  • Implemented a new NAO application for over 40 account types across the entire organization within 9 months of the project’s start
  • Leveraged IFS’s NAO template to address 75% of the client’s business rules
  • Usability testing indicated that the new NAO application was more streamlined and user-friendly than the legacy system

 

Click here to read the whole case study