July 16, 2018 | PRESS RELEASE

KOGER® Workflow Management Software Streamlines Fund Services Business Process Management

Solution offers process control and efficiency with operational transparency

NEW YORK, July 16, 2018 – KOGER® Inc., global financial services technology company, announced that it has enhanced its workflow management software to provide the fund services sector with complete functionality for document, business process and client contact management. The workflow platform offers process control and efficiency with full operational transparency, and facilitates participation in each process by fund customers and investors.

“We believe we have delivered a digital workflow platform for the fund services and asset management industry that delivers unparalleled reciprocal value. Our workflow solution connects all elements of service delivery and creates a seamless customer experience,” said Ras Sipko, KOGER Chief Operating Officer.

KOGER’s business process management software offers financial services firms a powerful combination of document management and workflow functionality. The workflow platform is intended to streamline and accelerate the flow of digital business and client contact management.

The platform provides a comprehensive digital experience for clients and their investors, connecting all elements of service delivery into one user experience for full operational transparency and unrivalled efficiency. It includes:

  • A dashboard with business intelligence and data analytics
  • A digital document management solution
  • A sophisticated business process management (BPM) engine
  • Simple and complex task and workflow automation
  • Real time system integration with third party platforms

“The automation offered by our workflow platform allows financial firms to be more nimble, with enhanced operational efficiency, improved customer service, increased product and service innovation, and rapid execution of responses to challenges and opportunities,” Sipko said.

Founded in 1994, KOGER® has provided financial services software solutions for more than 20 years. KOGER’s technology for investor services, compliance and business process management supports more than 8,000 funds with $2 trillion in assets. The company works with fund service providers, financial institutions and global asset managers, including hedge funds, private equity funds, retail funds and pension funds.

About KOGER®

KOGER Inc. is a global financial services technology company that provides software for investor services, compliance, and business process management. KOGER’s technology supports more than 8,000 investment funds with $2 trillion in assets. The company’s product suite automates transfer agency processes and administration; Know Your Customer (KYC) and Customer Lifecycle Management (CLM); and business process management. Since 1994, KOGER® has provided software solutions for the world’s largest financial firms. The company works with fund service providers and global asset managers, including hedge funds, private equity funds, retail funds and pension funds. KOGER® has offices in the US, UK and Europe.

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