We utilized Aprimo to streamline the FINRA reviews submission process and reduced risk
Employees
9000+
Locations
Worldwide
Industry
Investments
Business Type
Enterprise
The Need
This global investment management firm wanted to automate how they obtained FINRA approval for their marketing materials. voolama was able to provide Aprimo consulting to help and expand the functionality they had already in place.
The Challenge
Increased Risk
Manually copying and pasting information from Aprimo to another web based form can lead to human error and the incorrect information being filled with the regulators, a risk issue.
Wasted Time
The time spent by employees entering the information manually could have been used to speed up other areas of the review process. Manually copying and pasting is time consuming.
Costs Money
In any business, time costs money. Employees spending time to copy and paste need to be paid to complete a task that has been available to automate for years, effecting the bottom line.
In the current process, employees in Legal would have to download the materials and manually copy and paste the information from the Aprimo tool into the FIRNA electron recordkeeping website portal.
We reviewed the process in detail, and in addition to collecting challenges from the business, ensured we worked with impacted users to enable smooth change management and guarantee their pain points were taken into account while developing the solution.
We reviewed the process in detail, and in addition to collecting challenges from the business, ensured we worked with impacted users to enable smooth change management and guarantee their pain points were taken into account while developing the solution.
Value Delivered
Reduced Risk
Eliminating the manual copying of information from Aprimo to the FINRA website removed 100% risk of employees mistyping approved information.
Improved Speed
The automation improved the time it took to log and process the FINRA review cycle, allowing marketers to receive approval in a more timely manner.
Better Spend
Resources were reallocated to more value-added task allowing the firm to realize savings and increase the bottom line by introducing efficiencies.
voolama implemented an automated a solution, working with Aprimo, to add a valuable connector to the Aprimo tool that allowed information and marked up documents to seamlessly flow from the Aprimo tool to the FIRNA electronic recordkeeping website.
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How We Helped
100%
Reduction in risk from removing the manual copy and paste
6000+
# of employee hours per year that was returned to business
$540k
Reduction in spend on manual process. Now reallocated.
About Aprimo
Aprimo is a complete content operations and marketing project management software solution to manage content planning and creation all in one platform. Aprimo’s SaaS Digital Asset Management (DAM) and Work Management solutions give your teams the power to create, manage, and share engaging, on-brand customer experiences more efficiently than ever before, in every channel.
voolama can help you implement Aprimo the right way.
Schedule a free callback today to discuss how we can help with your Aprimo consulting needs.
voolama can help you implement Aprimo the right way.
Schedule a free callback today to discuss how we can help with your Aprimo consulting needs.
voolama; Making Work, Flow.
