Solve Financial Services Compliance Challenges Using Dynamic Case Management

This FREE webinar was recorded on:
Thursday, May 02, 2013
11:00 AM - 12:00 PM EDT
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Compliance and regulatory requirements top the list of challenges within the financial services industry today. Regulations such as the Foreign Account Tax Compliance Act (FATCA), for instance, have outpaced the capabilities and extensibility of existing process management and collaboration technologies in financial services organizations today. But Dynamic Case Management (DCM), also known as Adaptive Case Management, can help financial services organizations respond to these challenges by bringing together information, processes and people in new – and exciting -  ways.

Join this webinar to:

  • Understand what Dynamic Case Management (DCM) is and how it can help your organization respond to the regulatory challenges of FATCA and other compliance requirements
  • Hear practical, real-world examples of how companies are reducing the cost and complexity of compliance
  • See how compliance solutions can be configured and deployed quickly



Henry Hilska
Director, Strategy Practice
Financial Services Consulting Virtusa

Henry Hilska is a Director and senior consultant to Capital Markets participants including banks, broker-dealers and other financial services organizations.  He provides strategic consulting, including the development of business transformation initiatives business plans, process improvement regulatory compliance and strategic technology implementations.  He is also an experienced program manager able to balance the competing restraints of multiple initiatives in complex environments successfully delivering business value.

Michael Pearl

Michael Pearl leads engagements with Eccentex customers and partners including delivery of process analysis, solution definition, case management presentations/ demonstrations, training and similar services.  His expertise with the AppBase Dynamic Case Management platform enables him to lead the definition and delivery of strategic solutions to organizations worldwide across a diverse array of industries.  Mr Pearl has extensive experience delivering solutions within the Financial Services, Insurance, Healthcare, Manufacturing, Public Sector, and Technology industries.  Prior to delivering DCM applications with Eccentex, Mr Pearl has been a pre-sales engineering lead delivering software solutions around Call Center Automation, Content Management, Business Process Management, Remote Service Enablement, Machine to Machine Communication, and Mobile Enterprise Application Platforms.