SEQUENCE Financial Services Solution The fast track to top revenue, best service, and total compliance.

As a financial services provider, you are constantly striking a balance between customer service and revenue. Added to that is the pressure of complying with demanding regulation. With SEQUENCE Financial Services Solution, you don't need to compromise. Revenue, service, and compliance can go hand in hand.

What is SEQUENCE?

PNMsoft's SEQUENCE is a business process management suite which automates and digitises processes for many of the world’s largest enterprises. SEQUENCE’s proven software solution has enabled leading global financial institutions to automate and control the following processes:

• Finance: processing withdrawals and payments, managing end of day clearance.
• Support: handling customer support cases and special requests.
• Regulations: applying automated security inspections, verifying compulsory response time.
• New Customers: opening accounts, conducting security checks.
• Project Management: managing the establishment of new branches.

How Does it Work?

SEQUENCE's intuitive design interface enables you to model your organisation's processes. Processes are operated in SEQUENCE Runtime, a collaborative web interface which runs on Microsoft SharePoint. SEQUENCE's powerful monitoring dashboards and reports enable management to supervise and control processes, improving performance over time.

SEQUENCE enables you to formalise your institution's unique process applications, creating a unified business language throughout your company's branches while supporting localised changes such as currency and time zone. In addition, SEQUENCE's configurable business rule engine relieves the burden of completing compliance supervision manually.

Benefits:

• Optimise staff utilisation and concentrate on revenue-generating activities.
• Reduce management supervision of workers with the aid of gauges and reports.
• Drive quality and optimisation through process automation.
• Encourage writing more business as customer satisfaction increases.
• Ensure absolute compliance with regulatory requirements.

Case Study: Aon Hewitt

Aon Hewitt, the global leader in risk management services, insurance and reinsurance brokerage and human capital and management consulting, is using PNMsoft's SEQUENCE as the workflow engine within its Global and Domestic Benefits Management Platform, Greater Insight. With its agility, ease of design, and visibility to users, SEQUENCE is helping Aon Hewitt to reduce implementation time and provide efficient and effective service to its customers.

The solution includes the following features:

• Simple data entry using web forms, radio buttons, and drop-down menus.
• Built-in mandatory compliance checks in accordance with legislation.
• Real-time analytics and reporting across multiple geographical locations.

Read the Full Case Study

Case Study: SwiftTrade

SwiftTrade is the first and largest Direct Access Electronic Trading Centre in Canada with offices worldwide. The firm's Proprietary Traders actively trade the NASDAQ, NYSE, AMEX, CME and LSE exchanges, executing tens of thousands of transactions daily. SEQUENCE helped SwiftTrade maximise its growth potential, ensuring that new offices start generating revenues much earlier than previously feasible. By speeding up set-up procedures, increasing staff efficiency and reducing human error, SwiftTrade has been able to significantly increase its revenue flow.

About PNMsoft

PNMsoft was founded in 1996 by Human Workflow Automation experts with the mission of delivering Business Process Management (BPM) solutions for business users. We are a multi-national enterprise with headquarters in the UK and a global network of business partners. PNMsoft has forged close and long-standing partner relationships, particularly with Microsoft. We are a Microsoft Gold Certified Partner and a member of the Microsoft Business Process Alliance. We continue to expand our worldwide client base across a wide range of sectors. Our clients include Aon, Axa, Irish Stock Exchange, FIBI, SwiftTrade, TMX and many more.