In her new role, Lisa will be responsible for selling and promoting the workflow product. Lisa will coordinate with the rest of the BPS management team on the design, execution and support of the new workflow functionality. In addition, she will manage the development, implementation and support of any additional functionality needed while monitoring and ensuring client satisfaction.
"We are thrilled to have Lisa join our BPS team," said Marianne Brown, General Manager, BPS. "Her financial experience and knowledge of front, middle and back office processing will strengthen our ability to provide innovative solutions. Lisa will be a powerful addition to the firm," she added.
Lisa brings 16 years of financial experience working with broker dealers, asset managers and industry associations. Most recently, Lisa served as a Managing Principal within the Market Operations group at Capco. In addition, Lisa has been the engagement manager for the Securities Industry Association Straight Through Processing Program. Her years of experience working with exchanges and utilities have provided her with a solid understanding of systems and process flows.
ADP's Workflow is a business process management solution that offers users browser-based exceptions handling and business rules based automation of reconciliation and incident resolution processing. As part of ADP's Brokerage Processing Services platform, the system enables back-office personnel to track exceptions-based cases, generate e-alerts, and collaborate during the lifecycle of an event resolution. The system integrates with the entire BPS product suite, providing a central platform for automated management and cure of all exceptions regardless of instrument type. Workflow increases productivity, improves customer service and provides cost savings.