Solution introduction

IMTF’s Case Manager is an “adaptive case manager” which has been conceived with the concept of “collaborative knowledge workers” in mind

It is providing a smarter, more integrated way to handle increasingly complex caseloads and includes support for structured as well as ad-hoc workflows. It includes the infrastructure with general objects such as cases, stakeholders, tasks, case folders, documents, etc., the process design tool, process monitoring and a comprehensive integration layer. Specific “out-of-the-box” objects are available for banks and insurances for selected applications (self-service and guided client onboarding, credit origination & processing, KYC/EDD Automation, AML Investigation, claims processing, etc.).

IMTF’s Case Manager is highly collaborative, dynamic, and contextual, with events and case rules driving business processes to enhance efficiency, compliance, and security.

IMTF’s Case Manager is an enterprise case manager including all services (content, BPM, collaboration, analytics, rules, document creation, capturing, API, full audit trail) and the whole process lifecycle (design, develop, execute).

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.