CFM Indosuez Wealth Management, a leading private bank, has significantly optimized its complex internal processes within the inheritance department by using a business process management (BPM) solution, ITEROP, from Dassault Systèmes. Discover how the bank has reduced its internal process development time by over 50%, transforming its operations, improving system reliability and enhancing client service.
The Challenge: Complex, Time-Consuming Processes
For a private bank dedicated to delivering premium, personalized financial solutions, efficiency is paramount. However, managing intricate workflows, such as inheritance cases, was a time-intensive and complex task.
The bank needed a solution to optimize its internal operations, automate workflows, and ensure the highest standards of data security in order to ensure families receive timely and accurate support.
“Our priority is delivering gold-standard quality as quickly as possible,” said Ghislain Lerda, Business Application Developer at CFM Indosuez.
The Solution: A Low-Code Revolution with ITEROP
Dassault Systèmes’ ITEROP provided the answer. This low-code BPM solution empowered the CFM Indosuez team to rapidly design, test, and deploy optimized and automated processes.
The impact was immediate.
Lead times have significantly decreased. We recently managed an estate inheritance case in under a week – something that previously took much longer.
Ghislain Lerda, Business Application Developer, CFM Indosuez
This new agility allows the bank to focus on process logic rather than technical hurdles, enabling rapid delivery and continuous improvement.
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The Results: Unprecedented Speed and Security
By implementing ITEROP, CFM Indosuez has achieved significant operational improvements:
- Drastic Time Reduction: Medium-complexity processes are now completed in 10-15 days, down from 40.
- Faster Development: The time spent developing new internal processes has been cut by 50%.
- Enhanced Security & Compliance: The platform provides secure data management and clear audit trails, reducing operational and regulatory risks.
The transformation is felt across the entire organization, from the front office to the back office. Process owners now have a global view of their workflows, allowing them to identify bottlenecks and make data-driven improvements.
“The simplicity, agility, and speed of deployment were what struck us most about using ITEROP,” Lerda concluded. “We realized there’s real added value for our business and the quality we provide.”
Discover the full story of how CFM Indosuez is leveraging ITEROP to redefine private banking operations.
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Global Industry Marketing Leader, Business Services at Dassault Systèmes