How Application Workflow
Orchestration is Transforming
FINANCIAL
SERVICES
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CASE STUDY PORTFOLIO
Banks, insurance providers, investment managers, and others across the financial services industry
are faced with new business challenges, more compliance requirements, and rising customer expectations. By using application workflow orchestration to digitally transform their operations, financial institutions of all stripes
can move forward farther, faster, and smarter.
Learn how three global financial leaders delivered new services, improved efficiencies, and increased competitiveness by using Control-M from BMC to drive digital transformation.
Itaú Unibanco
W&W Informatik GmbH
Raymond James
CASE STUDIES:
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Raymond James
W&W Informatik GmbH
Itaú Unibanco
CASE STUDIES:
CASE STUDY
Itaú Unibanco
Control-M is a very important tool ...
If Control-M stops,
the bank stops.
LEANDRO ARAUJO,
Head of Production & IT Process,
Itaú Unibanco
WATCH THE VIDEO
Itaú Unibanco
CASE STUDY
the challenge
As the largest financial conglomerate in the Southern Hemisphere and the 10th-largest bank in the world, Itaú Unibanco needed to meet a rising demand for new digital-first banking services for its increasingly mobile customer base.
Itaú Unibanco uses Control-M as its primary digital business automation platform to process more than 14 million jobs per month while automating diverse batch application workloads for transactions at retail locations, ATMs, online, and on mobile devices.
bmc solution
By transforming their systems and applications with automation to be more efficient, Itaú Unibanco delivers powerful new client experiences. The bank is an industry leader thanks to its new client-centric banking services, with almost 10% of new accounts now being opened directly through its mobile application.
business results
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The company converted its existing workflows using Control-M. The conversion allowed W&W to implement a new online enrollment process that eliminated the need for paper-based procedures and reduced the time required to collect and review forms, determine eligibility, and communicate details with customers. In addition, by standardizing processes across its operations, W&W accelerated its development lifecycle by 80%.
business results
W&W Informatik GmbH used Control-M to improve application deployment speed, reduce maintenance outages, and modernize its IT environment.
bmc solution
A merger between the building association Wüstenrot and the insurance company Württembergische created W&W Group. W&W Informatik GmbH is the W&W Group’s central service provider, tasked with creating unified, global business processes and databases that allow customers to access multiple W&W services from a single account.
the challenge
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Accelerated Development Lifecycle
W&W Informatik GmbH
CASE STUDY
3
Raymond James
W&W Informatik GmbH
Itaú Unibanco
CASE STUDIES:
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FAST FACTS
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Control-M allows the workload engineering team to easily manage complex, interdependent jobs across the hundreds of applications that access the company’s data warehouse and consolidated data store. Nightly processing means senior management and financial advisors have the data they need to help clients with investment decisions as soon as the market opens. Thanks to Control-M, Raymond James was able to absorb a 42% increase in monthly job executions over the past year.
business results
Raymond James uses Control-M as its primary tool for identifying bottlenecks and escalating and remediating issues that might delay workflow processing.
bmc solution
With more than 6,500 financial advisors serving nearly 2.7 million client accounts representing $500 billion of assets worldwide, Raymond James operates at top speed. Breakneck growth and the emergence of digital and mobile technologies over the past decade drove its workload engineering team to continuously improve its nightly batch processes, ensuring critical systems were ready for the start of every business day.
the challenge
LISTEN TO THE PODCAST
Raymond James Financial
Manager of Workload Engineering,
CHRIS HAYNES,
With Control-M, we can look at applications across the enterprise, identify recurring issues and inefficiencies, and work with people across the organization to figure out how to make things better.
Raymond James
CASE STUDY
Raymond James
CASE STUDY
4
Raymond James
W&W Informatik GmbH
CASE STUDIES:
Itaú Unibanco
Listen to our podcast interview with Chris Haynes to hear how he uses Control-M
to help Raymond James improve availability through sophisticated automation.
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