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BPM Solutions for Financial Services |
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 Consolidation and globalization of the financial services industry has resulted in a highly competitive international market for commercial mortgage and investment banks, and insurance companies. Regulation and compliance add to the complexity and the need to have streamlined and well documented processes. In addition, customers expect speed, accuracy and visibility into all financial processes which affect their accounts.
BPM Opportunity
Financial services companies worldwide entrust their mission-critical processes to Ultimus’ scalable, secure BPM platform. By implementing Ultimus, financial organizations around the world such as; First National Bank of Arizona, AXA, Citizens Bank, Grupo Financiero Uno, and GlobalBank have automated and optimized key business processes. This has allowed them to realize benefits for customers, partners, employees, and shareholders. Some of these benefits include:
 Reduced Cost for customer service
Increased Productivity for employees
Error Reduction & Elimination for data input
Increased Customer Satisfaction and faster response
Greater Visibility into the processes for all stakeholders
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Customers & Success Stories
Financial services companies in North, Central and South America, Europe, and Asia entrust their mission-critical processes to Ultimus’ scalable, secure BPM platform.
(Clicking the headers in the table below will sort the columns. The "Type" column indicates whether the related link is for a press release, an article, or a case study.) |
| Customer |
Industry |
Location |
Type |
| Nexus Bank |
Banking |
Chile |
Case Study |
| Aseguradora Ancon |
Insurance |
Panama |
Case Study |
| FIRSTPLUS Financial |
Loans |
United Kingdom |
Case Study |
| Global Bank |
Banking |
Panama |
Case Study |
| RMF (MAN Investments AG) |
Investments |
Switzerland |
Case Study |
| Grupo Financiero Uno |
Banking |
Panama |
Press Release |
| 1st National Bank of Arizona |
Banking |
United States |
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| Banco de Chile |
Banking |
Chile |
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| Citizens Bank |
Banking |
United States |
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| Commerce Bank |
Banking |
United States |
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| Banistmo Colombia |
Banking |
Colombia |
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| Banco Federal de Venezuela |
Banking |
Venzuela |
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| Banco Occidental de Descuento |
Banking |
Latin America |
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| Arab Bank plc |
Banking |
Jordan |
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| Sharjah Islamic Bank |
Banking |
United Arab Emirates |
Press Release |
| FundQuest, Inc. |
Investments |
United States |
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