Perficient
Perficient’s Trex for Investor Services enables retail and institutional servicing operations managers to automate workflows, streamline account management processes, and enhance regulatory compliance. Trex distributes work in a structured manner, integrates with legacy systems, and efficiently manages exceptions – dramatically shortening the processing cycle, increasing productivity, reducing errors and omissions, and lowering costs.
Business Challenges:
Servicing investors can be a costly process for brokerage operations which are too often not equipped to manage the complex and voluminous transactions and queries demanded by agents, businesses, and customers. These prevent them from providing good customer service and keeping costs low.
Solution Benefits:
This solution reduces transaction costs, increases operational efficiencies, and improves customer service.
With Trex, customer requests can be fulfilled quickly, free of the challenges created by traditional, manual processes. Real-time audit logging and performance metrics empower managers to monitor service teams, make ad hoc adjustments, and deliver superior service. Built on Alfresco One and Activiti, Trex requires minimal development time and implementation cost, yet provides a rich suite of features for all aspects of client onboarding, compliance, and account servicing.
The results are elimination of processing bottlenecks, and dramatically improved customer service.
Perficient is the leading digital transformation consulting firm serving Global 2000 and enterprise customers throughout North America. With unparalleled information technology, management consulting and creative capabilities, Perficient and its Perficient Digital agency deliver vision, execution and value with outstanding digital experience, business optimization and industry solutions.
Perficient is a leading system integrator in the ECM/BPM space and provides services and solutions in the areas of capture, migration, business applications, analytics and platforms. Software offerings include Trex for transaction-oriented document centric workflow and Distillr for sophisticated big-data based analytics. Perficient also has solution templates in the financial services and healthcare markets.
