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Bachmann

Financial Services Firm Automates Regulatory Tasks

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The Bachmann Group achieves compliance, enhances other core operations with OpenText MBPM

Highly trained staff spend less time thinking about everyday operations and more time considering wider client needs.

Rick Brooks, Operations Director, Bachmann Group

Challenge

  • Manual, repetitive regulation tasks
  • Productivity hindrance for employees

Product(s)

Value

  • Better equipped to meet the increasing regulatory and compliance demands
  • Harnessing the skills of its employees
  • Standardized and automated core business processes
  • Ensures level of consistency and standardization for all users

About Bachmann

The Bachmann Group provides an extensive range of fiduciary, trust, and related financial services to clients based around the globe. Established more than 30 years ago in Guernsey, where its core operations are still based, it now has more than 170 staff with trust operations in UK, Switzerland, and New Zealand. For more information, visit: www.ardelholdings.com.