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Customers in Finance

Financial Services with Business Process Governance and BPM Compliance

In a time of regulation, financial BPM software enables financial service organizations to leapfrog the competition with improved consolidation and reporting, the ability to easily and accurately demonstrate BPM compliance and business process governance, automate SEC filings and report on end-of-the-month activities.

Customer onboarding, risk management, account management and customer support are areas well served by Process Director financial BPM software.

Helping financial organizations meet and exceed customer service expectations, provide visibility into processes and streamline document management play to the strength of business process management and financial workflow software like Process Director.

Process Director financial BPM and workflow software helps financial services organizations easily operate fluid, reliable, and dynamic processes while at the same time ensuring that they don’t run afoul of auditors and regulators. Strong, compliant processes are the best predictor of a healthy and growing business. With Process Director financial services BPM solutions as a key partner, financial services organizations can flourish even in the face of ever-changing regulatory and business process governance conditions. It’s the best solution for secure, auditable BPM compliance


Time is a critical component of any business process. Late activities—or activities that Process Timeline predicts will be late—are highlighted and easily identified. Time to completion for any activity or for the business process as a whole is also immediately available with this workflow engine. Traditional flowchart-style workflows simply cannot offer this level of insight into your business processes—insights that translate into business success:
  • MS Project-like builder: list tasks, dependencies
  • Process Timeline automatically generates and updates a Gantt-style chart to show you, at a glance, how (and for how long) the process will run


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Financial Business Process Management (BPM) Software Examples


MIC Risk Solutions, Inc. (MRS) provides property and casualty insurance and re-insurance services, as well as broker and risk management services, to Japanese customers. They turned to financial workflow software to automate and streamline their increasingly complex workflow processes and to move away from manual, paper-based systems.

MIC Risk Solutions needed a financial workflow software solution that met the follow requirements:

  • Make workflow and data reusable
  • Provide the ability to view all aspects of the workflow process at a glance
  • Enable end users to lead business process improvements within the company


Process Director was able to help provide the framework and structure that MIC Risk Solutions needed to handle its growth and the transition from paper-based manual processes to automated and streamlined electronic processes enabled them to achieve dramatic time and cost savings as well as efficiencies.


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Process Director sets the pace for your digital transformation and advertising agency workflow goals. Request a free demonstration of Process Director and discover for yourself how this unique BPM platform empowers you to innovate, respond to market demands, and delight your customers. Or, contact us to learn more about how our business process management software has helped our customers conquer their digital challenges.


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