Quantcast
  • Coronation Fund Managers
  • CUSTOMER:
  • Coronation Fund Managers
  • INDUSTRY:
  • Banking & Investments

100%

of 30-day invoicing SLAs met

Coronation Fund Managers, a South Africa-based global asset management company, has two core objectives: long-term investment performance and excellence in client service. For the development team, this means creating an integrated and efficient environment to run their services on.  

The team looked to drive operational efficiency to improve the speed of business processes, with less exception management and improve compliance to mitigate risks.  

Using Bizagi, Coronation transformed manual, fragmented workflows into automated, streamlined processes that ensure accuracy, compliance, and speed. They began by mapping and standardizing processes to optimize efficiency and ensure compliance, before automating the workflows to achieve efficiency and minimize manual intervention, which reduced errors and improved turnaround times.  From client onboarding to research invoicing, Bizagi enabled the firm to maintain high standards in compliance and client service while handling increasing volumes and complexity as the business grew.  

We have many, many fit for purpose tools. But only have one BPM platform, and that’s Bizagi. And that’s not just from a consolidation perspective, but from a technology perspective. For Coronation, Bizagi just works.”

Sameer Adams

Head of Development

Objectives:

  • Enhance operational efficiency to reduced manual intervention. 
  • Standardize workflows and improve turnaround times  
  • Achieve seamless compliance with regulatory standards. 
  • Enable scalability without increasing headcount. 
  • Enable data-drive decision making 

Achievements:

  • Used Bizagi as process automation and orchestration tool. 
  • Standardized business processes for built-in regulations. 
  • Reduced manual work to minimize risks associated with manual data entry . 
  • Streamlined workflows to drive faster turnaround times.  
  • Enhanced scalability to meet regulatory demands without additional resources. 
  • Centralized process and data visibility to drive real-time decision-making.