Industries / Financial services
Move documents, checks and approvals through one workflow. Give teams the context to review each file and keep it moving.
The challenge
More clients mean more checks, approvals and reports. When each team works from different systems, files wait between handoffs and the back office grows with the business.
Documents, checks and approvals move between teams. New clients wait while staff chase what is missing.
Reconciliations and exceptions are handled one at a time. Higher volumes put more pressure on the same people.
Management, client and regulatory reports draw on systems with different definitions. Teams rebuild and reconcile the numbers.
System rules and client context live in inboxes and individual memory. Changes become harder when those people move on.
How we help
Make system records, requirements and dependencies searchable. Then build the workflow around the checks and approvals it needs, from the first prototype through testing and delivery.
Make missing documents and pending approvals visible, so each team knows what needs to happen next.
Surface issues with the context needed to investigate them and route them to the right owner.
Bring definitions and source data together so reports can be prepared and checked consistently.
Make system dependencies, requirements and decisions searchable for the teams planning the next change.
Use cases
Customer stories
Financial servicesTokio Marine
From regulatory workshops to a tested, automated workflow in twelve weeks, against a typical twelve months.
Financial servicesTokio Marine
A searchable view of 28 systems, 13 technology decisions and a four-phase roadmap. Delivered in two weeks.
Why Parallel Loop
Understand the systems, dependencies and handoffs before deciding what to automate.
Work through regulatory needs with your team, then test the proposed process against them.
Keep planning, implementation, testing and assurance connected in the same engagement.
Tell us where work waits: documents, checks, approvals or reporting. We’ll look at the handoff your team wants to fix first.