Webinar: How Kleinwort Benson Delivered Clear Results with BPM

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How Kleinwort Benson Delivered
Clear Results with BPM

On-Demand


Settlement of large money market deals is a critical and fundamental part of Kleinwort Benson’s business. Every day, they broker dozens of high-value financial transactions that average over 1 billion GBP in total daily value. Before releasing payments, they must ensure all the deal requirements are complete and correct within stringent time constraints: the same business day. This deal settlement process is truly high risk / high impact.

Kleinwort Benson decided to use a BPMS to implement a task management portal for managing settlements. Come learn how they justified their BPM project, received buy-in, and quickly delivered significant benefits for the organization.

In this presentation, you will learn:

  • How Kleinwort Benson improved the efficiency of their deal settlement processes by 60 percent while at the same time reducing the complexity nearly 30 percent.
  • How they reduced their risks by simplifying their process, eliminating errors, and increasing visibility and auditing.
  • How streamlining their process has allowed them to free up the last hours of the day to work on more deals, as well as free up headcount for other activities.
  • How they used a pilot project to demonstrate concretely to the business how BPM could resolve the real problems within their settlement process.

Event Speaker:
Raju Oak, Head of Process Services, Kleinwort Benson Private Bank

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