Fidelity Projects



Corp IPQ lets Fidelity create an Investment proposal for new investment account for Corporations or Update/Review the existing investor profile as part of Annual Strategic Review or an Off-Cycle review. It allowed consolidating the Corp IPQ process into one data collection, scoring, proposal flow and improved the solution to avoid manual processing where possible.

PwC Projects



Project 1: Research, Evaluate and Recommend a BPMS platform to use across various Tax Transformation initiatives. Evaluated Kofax TotalAgility, AgilePoint, K2 BlackPearl and created PoCs. Project 2: TACOMA provides corporate compliance engagement teams with real-time visibility into the status of their work throughout the life of the engagement and provides a breakdown of work by [...]