Virtusa Corp. (NASDAQ: VRTU) said it has implemented an automated case management and workflow solution for H.D. Vest Financial Services, a leading financial services firm based in Irving, Texas.
Leveraging Pegasystems (PEGA) Build for Change technology, the solution provides a flexible BPM platform to reduce reliance on IT, replace existing workflows, and, ultimately, help reduce the cost of back-office processing through automation.
H.D. Vest oversees a network of more than 4,600 tax professionals who provide comprehensive financial planning solutions to 1.8m individuals, families and small businesses across the country. H.D. Vest is always looking for new ways to innovate its technologies and sought a new IT infrastructure to support its entire business operations. Specifically, the firm was looking to replace its content and business process management solution with a new, economical platform that would support its sizeable customer base, and timing was of the essence subsequent to H.D. Vest establishing its independence from Wells Fargo Bank in 2011.
Virtusa provides end-to-end information technology (IT) services to Global 2000 companies. Founded in 1996 and headquartered in Massachusetts, Virtusa has operations in North America, Europe, and Asia.