Newgen Software Inc., a leading global provider of Business Process Management (BPM), Enterprise Content Management (ECM), Customer Communication Management (CCM), and Case Management solutions, is pleased to announce successful implementation of it’s award-winning Business Process Management based Customer Experience Solution for Trust Company of America (TCA), the largest independent provider of integrated technology, custody and practice management support for Registered Investment Advisors (RIAs).
Newgen’s BPM solution has enabled Trust Company of America to significantly enhance efficiencies and transform client service.
“Newgen has enabled us to streamline our operation team’s workflows so we can more efficiently process checks, new account paperwork and distribution requests,” said Katharine Leonard, Director of the Enterprise Program Management Office at Trust Company of America. “It’s also allowed us to enhance our customer service by providing automated reports to clients on the status of their paperwork. In addition, we’ve been able to improve the redundancy of our documents for business continuity in the event of disaster recovery.”
Anand Raman, VP, Sales and Marketing – Newgen Software Inc. said, “I would like to thank TCA for the trust shown in Newgen and congratulate them for taking the first-mover advantage. This integration will set an example for the much-needed ‘Customer Centricity’ wave in the RIA Custodian market.” It is aimed at providing personalized support to RIAs, helping them become more efficient and grow their business faster with the optimization of resources and operational cost-effectiveness.”
The underlying BPM and ECM platform on top of which the Custodian servicing platform is built provides necessary tools for agility and scalability and to ensure the solution is future ready and provides much needed dashboards and mobility support for efficient RIA servicing.
About Trust Company of America
Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. TCA partners with advisors to provide them the technology and support they need to manage their practices and clients’ financial futures. Learn more at www.trustamerica.com.
About Newgen Software Inc.
Newgen Software Inc. is a leading global provider of Business Process Management (BPM), Enterprise Content management (ECM), Customer Communication Management (CCM) and Adaptive Case Management (ACM.