Accelerate Approvals
Simplify Security
Emails and spreadsheets are error-prone and inefficient. Build your solution your way to streamline productivity, enhance data protection, and automate compliance.
Trusted by leading financial service companies worldwide
Are Spreadsheets and Emails Slowing You Down?
Identifying Operational Roadblocks
- Operational Efficiency: Are outdated or informal processes creating bottlenecks in your workflow?
- Tracking Challenges: Are you constantly stressing over last minute submissions and missed deadlines?
- Talent Acquisition: Is it difficult to attract the right talent, or keep them once you’ve invested?
- Customer Expectations: Do you keep losing accounts to competitors delivering better customer experiences?
- Regulatory Compliance: Is your team stuck navigating complex and constantly changing regulatory requirements?
Quantifying the Business Impact
- Lost Opportunities: Inefficiencies cause missed critical business opportunities, impacting your bottom line.
- Reputational Damage: Regulatory breaches can irreparably damage a company’s public image.
- Revenue and Capacity Barriers: Impaired operational capability hinders efforts to expand revenue streams.
- Decision-Making Delays: Inefficient processes lead to inferior decision-making and costly delays.
- Organizational Friction: Outdated technology causes friction and impedes smooth operational flow.
Customer Testimonials
Honestly, we could no longer do our jobs without HighGear. We save so much time reducing manual processes, automatically routing tasks to different departments for approvals. And with it being no-code, we are easily able to build the workflows we need. It’s now classed as a core application to the company.
The HighGear team and the product as a whole are amazing. They listen, and have empowered us to build exactly the solution we needed. They’re not your typical software company because of that investment they make in each of their clients.
For any company that needs a solution that can rapidly adjust and keep up with dynamic business needs, I would recommend HighGear. It’s a balanced tool that provides all the flexibility needed to handle processes across the organization.
How is HighGear Different?
Efficiency and flexibility have never been more crucial, but traditional workflows struggle to keep up. HighGear’s no-code workflow management system helps you streamline operations, boost efficiency, track the data you need, and never miss a reporting deadline.
Put Workflow to Work for You
End to End Process Automation
Rapidly deploy and securely manage end to end processes.
- Manage Cross-department Work Activities, Reviews, and Approvals
- Full traceability
- Visual Drag and Drop Workflow Designer
- Configurable Dashboards
- Notifications, Alerts & Escalations
- Integrate with Enterprise Business Applications (ERP, CRM, RPA, HRIS)
Shift into HighGear and start building your workflows the easy way.
Operational Excellence
Enhance efficiency across your financial operations.
- Easily schedule and manage client accounts and transactions
- Track processes from initial inquiry to approval, to execution, to final settlement
- Improve risk management and regulatory compliance
- Reduce operational costs and processing times
- Centralize data for quick access and real-time decision-making
Shift into HighGear and start building your workflows the easy way.
Status Tracking and Reporting
Quickly assign tasks, manage work, track progress status, and report KPIs across departments.
- Real-time project and task visibility
- Automatic report distribution
- Escalations and alerts
- Effective activity prioritization & delegation
- Work-oriented team chat & collaboration
Shift into HighGear and start building your workflows the easy way.
Audit and Compliance
HighGear provides a non-repudiated record of compliance.
- Every change from individual work history to system wide configurations is recorded
- Full audit trail
- Detailed activity logs
- Decrease audit time and expense
- Successful audit outcomes achieved
Shift into HighGear and start building your workflows the easy way.
Pioneering the Future of Financial Services
Whitepaper
Case Study
Streamlining Global Investment Operations with No-Code Workflow Automation
One of the world’s largest investment management firms with more than $1 trillion USD of client assets under management…
Blog
What can HighGear do to accelerate your financial services process?
Hit the Ground Running with Pre-built, Configurable Process Templates
Client Onboarding Template
Tax Management Template
Regulatory Reporting Template
Employee Onboarding Template
We have developed a library of process templates to fit just about any business use case. If you don’t see what you’re looking for, contact our Sales team about getting a template developed specifically for your process.
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