Artech

service excellence management

Comprehensive management of more than 17,000 users

[vc_row fullwidth=”yes” css=”.vc_custom_1625057811177{margin-top: -50px !important;}” background_color=”#253e91″][vc_column][vc_empty_space height=”20″][title type=”h1″ align=”center” color=”#ffffff”]Comprehensive Management of 17,000+ Users[/title][vc_empty_space height=”20″][/vc_column][/vc_row][vc_row][vc_column width=”1/6″][/vc_column][vc_column width=”2/3″ css=”.vc_custom_1625108481457{margin-top: -20px !important;border-right-width: 2px !important;border-bottom-width: 2px !important;border-left-width: 2px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;border-left-color: #fba91e !important;border-left-style: solid !important;border-right-color: #fba91e !important;border-right-style: solid !important;border-bottom-color: #fba91e !important;border-bottom-style: solid !important;}”][vc_single_image image=”5057″ img_size=”full” alignment=”center”][title type=”h2″ align=”center” color=”#253e91″ class=”access-and-audit-control”]Access and Audit Control[/title][vc_empty_space height=”20″][vc_column_text]A major financial services leader offered a portfolio of applications to its fleet of 17,000+ advisors which require comprehensive access and audit control due to regulations within the industry. Artech provided this service and reduced policy conflicts by 80% in the first year alone.[/vc_column_text][vc_row_inner equal_height=”yes” content_placement=”top”][vc_column_inner width=”1/3″][title type=”h3″ color=”#253e91″]Customer[/title][vc_empty_space height=”10″][vc_separator color=”custom” align=”align_left” border_width=”3″ el_width=”30″ accent_color=”#fba91e”][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_column_text css=”.vc_custom_1625108607793{margin-top: -20px !important;}”]Provider of financial planning, asset management and insurance services to individuals, businesses and institutions[/vc_column_text][vc_row_inner equal_height=”yes” content_placement=”top”][vc_column_inner width=”1/3″][title type=”h3″ color=”#253e91″]Problem[/title][vc_empty_space height=”10″][vc_separator color=”custom” align=”align_left” border_width=”3″ el_width=”30″ accent_color=”#fba91e”][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_column_text css=”.vc_custom_1625108626741{margin-top: -20px !important;}”]

    • Manage access to key application and services for 17,000+ Financial Advisors, managing over $280B in Assets
    • Audit compliance based on stringent internal and Federally mandated regulations.
    • Large scale changes during seasonal volumes requiring timely execution for ramp-up and ramp-down periods.

[/vc_column_text][vc_row_inner equal_height=”yes” content_placement=”top”][vc_column_inner width=”1/3″][title type=”h3″ color=”#253e91″]Action[/title][vc_empty_space height=”10″][vc_separator color=”custom” align=”align_left” border_width=”3″ el_width=”30″ accent_color=”#fba91e”][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_column_text css=”.vc_custom_1630468337730{margin-top: -20px !important;}”]

    • Provide cradle-to-grave rights for Financial Advisors
    • Timely and accurate termination of rights
    • Maintain both internal and federal mandated audits
    • Optimization of Governance Policies
    • Standardized reporting

[/vc_column_text][vc_row_inner equal_height=”yes” content_placement=”top”][vc_column_inner width=”1/3″][title type=”h3″ color=”#253e91″]Results[/title][vc_empty_space height=”10″][vc_separator color=”custom” align=”align_left” border_width=”3″ el_width=”30″ accent_color=”#fba91e”][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][vc_column_text css=”.vc_custom_1630468364438{margin-top: -20px !important;}”]

    • Consistently achieving KPI’s
    • Achievement of termination SLA year-over-year
    • =>99.99% accuracy attained in all audits
    • 80% reduction in policy conflict through proprietary tools and senior level assets in first year
    • Delivering against contractual obligations, while identifying areas for continual improvement

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