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This workflow template illustrates the generation of security valuation statements for clients. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Security Valuation Statements process.Download a Free Sample of this Workflow Template
What is included in the Security Valuation Statements process?
The Security Valuation Statements process involves the generation of security valuation statements for clients. This process includes statement request reception, new account setup (if the customer is new and does not have an account yet), disclaimer execution (ensure that the disclaimer forms are signed by the appropriate people), pricing data gathering and update, security statement population and review and automated distribution to client (after approval). If the requested securities are already on the statement owned by the customer, ensure that the customer is contacted and informed.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Security Valuation Statements process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Security Valuation Statements process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.