Processes for financial service providers
Mastering business processes in the financial sector
Processes are visible, controllable and adaptable at any time
BPM ITEROP covers the entire process lifecycle – from modelling and execution to monitoring and continuous improvement. Workflows can be created, tested and deployed in no time at all. Everything remains traceable and documented – a plus when it comes to auditability and regulatory requirements.
Visual process modelling using BPMN 2.0 not only makes complex processes easier to understand, but also promotes collaboration between departments. Processes are no longer designed centrally and then “imposed”; instead, they can be created where they are needed – directly in the specialist departments.
Seamless integration instead of media discontinuity
A key feature of the platform is its high level of integration. Whether ERP, CRM or other bank-specific applications, BPM ITEROP connects effortlessly with existing systems. Data flows automatically to where it is needed. Manual intermediate steps and duplicate entries are a thing of the past.
This cross-system networking ensures consistent process chains and creates real efficiency – both in customer service and in internal processes such as application processing, risk assessment and compliance reporting.
Scalable, secure, ready for regulatory requirements
As the solution is completely cloud-based, institutions benefit from high scalability and short implementation times. New processes can go live within a few days – a decisive advantage when regulatory requirements need to be implemented at short notice or new business areas need to be developed quickly.
BPM ITEROP also meets the highest security and governance requirements. All process changes are documented in a traceable manner, audit trails are clearly defined and access rights are controlled on a role basis.
Intuitive for users – effective for the company
Despite its depth of functionality, the BPM ITEROP user interface is clearly structured and intuitive to use. Employees quickly find their way around, which reduces training costs and increases acceptance within the company. Processes run not only more efficiently but also more customer-oriented – because processing times are reduced and the flow of information is improved.
Conclusion: More than just workflow – strategic process control for financial institutions
BPM ITEROP is much more than a process automation solution. It is a strategic tool for financial institutions that want to regain control over their processes while balancing agility, compliance and customer focus. Combined with TOLERANT Software’s proven data quality solutions, it creates a technological ecosystem that offers the financial sector exactly what it needs today: speed, transparency and security.
Would you like to digitise your processes in the shortest possible time – without relying on IT projects? Then BPM ITEROP is the right platform for you. We would be happy to advise you personally on possible applications and advantages.