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


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


  • 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


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