Advisory firm to run new-account processes with Teamworks BPM software. Berkeley, Calif.-based Contango Capital Advisors has selected Lombardi's Teamworks business-process-management (BPM) software to help it set up and run new client accounts.

"We needed a BPM product that could automate and streamline our existing processes, evolve with us as we grow and easily integrate with our business partners," says Eugene Elias, Contango's head of technology and operations at. "After reviewing a number of possible tools, we selected Teamworks for its strong process automation, collaborative functionality, optimization capabilities and overall ease of use."

That's why

Contango will deploy Teamworks to automate and manage the process of setting up new client accounts with the help of a web-based account portal. The portal is designed to streamline approval and routing, and provide for flexible reporting.

Rod Favaron, president and CEO of Austin, Texas-based Lombardi says the financial-service companies "choose Teamworks because it allows them to design and implement flexible, scalable and reliable processes that deliver value to the business very quickly," says. "Everyone at Lombardi is dedicated to helping companies like Contango Capital Advisors achieve superior business results."

Lombardi's BPM clients include Sprint, T-Mobile, Allianz Life, Aflac, Dell, ING Direct and the U.S. Government.

Contango is a subsidiary of financial-service holding company Salt Lake City-based Zions Bancorporation. It manages about $1.2 billion, mainly for high-net-worth clients and other individual investors. -FWR

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