Gottex: better compliance & customer service in investments management

Gottex Brokers Alternative abandons spreadsheets to automate compliance and improve tracking of complex financial transactions

11 Aug 2016 - Mickey Farrance

Gottex needed to better insure proper audit trails, with traceability of management approval, and get rid of a system of spreadsheets that led to excessive administrative overhead. Here are the results they obtained with Bonita BPM.

 

"Bonita BPM allowed us to quickly get into BPM and into production, due to familiar tools and its ready-to-go portal. We are now more efficient, less error-prone, and have the necessary audit trail on each transaction to fulfill both our accounting and regulatory requirements."

 

"We combined our respective expert knowledge in different domains, to build the first release of process in a very short time, by sometimes pushing the boundaries of Bonita BPM. It was an exciting challenge. said, Java and BPM lead at AiM Services."

 

"We needed very little customization of the out-of-the-box web interface. Today the Bonita BPM Portal is used for both users and admins."

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