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Anne Stuart’s BPM in Action

Dennis Byron

Unlocking the Mysteries of High Finance with BPM

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Want to know how this whole credit-default-swap/derivatives trading/financial meltdown thing happened? Sorry, I can't help you.

But on Tuesday March 31 at 11am ET, I will be moderating a webinar here on ebizQ featuring Raju Oak, Head of Process Services, at Kleinwort Benson. The company was formed in 1962 from the merger of Kleinwort Sons & Co and Robert Benson & Co and is a renowned and respected private bank and wealth manager, with offices throughout the UK and the Channel Islands and managed assets of over 21 billion GBP.

If--like me--you had to ask what a wealth manager is, you can't afford one. But at the March 31 webinar you can learn a lot about how large money market deals are settled and apply the principles to your business processes. You can also apply the techniques Raju used to sell business process management (BPM) within the firm.

Every day, the firm (this is really a firm in the old fashioned use of the word although it is part of Commezbank) brokers dozens of high-value financial transactions that average over 1 billion GBP in total value. Before releasing payments, it must ensure all the deal requirements are complete and correct within stringent time constraints: the same business day. This deal settlement process is truly high risk / high impact. That's why Kleinwort Benson says it decided to use a BPM suite to implement a task management portal for managing settlements.

Sign up for the webinar and learn how Kleinwort Benson justified its BPM project, received buy-in from management, and delivered significant benefits for the organization. We will take your questions in real time throughout the webinar and you can also enter questions today when you sign up.

"See you" on March 31 (note that the webinar will be available subsequently for listening and if you send in a question now, I can get it answered even if you cannot attend at the exact time of the live "broadcast.")

-- Dennis Byron

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Business process management and optimization -- philosophies, policies, practices, and punditry.

Anne Stuart

I am the editor of ebizQ.

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