Quintillion 在保持精简人员配置水平的同时，业务量翻倍，投资者服务增强
公司规模
200-1,000
地区
- Europe
国家
- Ireland
产品
- IBM Case Manager
技术栈
- Enterprise Content Management
- Business Process Management
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
适用行业
- 金融与保险
适用功能
- 商业运营
服务
- 软件设计与工程服务
- 系统集成
关于客户
Quintillion 是一家总部位于爱尔兰都柏林的对冲基金管理公司。作为 US Bancorp 的间接全资子公司，Quintillion 为从大型跨国公司到精品私营公司的客户提供各种基金管理、后台支持和股东服务。Quintillion 以提供高度响应、亲力亲为的基金管理方式而自豪，通过一支专业的专家团队为每一位客户提供服务。对于这些团队来说，提供优质端到端服务的关键是确保所有客户疑问都能得到迅速而专业的解决。
挑战
Quintillion 是一家对冲基金管理公司，该公司希望在保持业务盈利增长的同时，不牺牲客户所期望的高质量个性化服务。对于他们的每只基金，都有大量相关文档需要处理和持续访问，例如电子邮件、申请表、财务报表等。他们的团队需要即时访问这些内容，以便有效地为客户提供服务——他们不能浪费时间在系统中筛选特定信息。
解决方案
Quintillion 与 IBM 业务合作伙伴 Insight 2 Value 合作，部署了一个基于 IBM® Case Manager 软件的定制平台，用于管理端到端基金管理和客户互动。该解决方案为各种格式的内容提供了一个集中存储库，包括电子邮件、扫描图像、电子表格、PDF 等。该解决方案允许工作人员将相关内容分组到单个电子记录中，帮助加快对关键信息的访问，并确保始终有效处理客户查询。除了加快信息访问速度外，Quintillion 还使用 IBM Case Manager 创建自动化工作流程，指导工作人员完成每份文档所需的流程步骤，并通过复杂的检查表功能提供每个案例当前状态的概览。
运营影响
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