"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," said Eugene Elias, CIO and senior vice president of technology and operations at Contango. "After reviewing a number of possible tools, we selected Teamworks for its strong process automation, collaborative functionality, optimization capabilities and overall ease of use."



Contango Capital Advisors is a wealth, asset management and investment advisory firm that employs the risk-management philosophy and tools typically found in the investment banking world to deliver prudent financial stewardship and strategic innovation to individuals, families and closely held businesses. Its strength is its ability to assess existing portfolios, financial planning programs and current situations to develop a total strategy that addresses its customers' needs today and into the future.



Using Teamworks, Contango will automate and manage its New Account setup with a web-based online account portal that coaches users through each step of the process, streamlines approval and routing and implements flexible management reporting to provide insights into process outcomes.



"Financial services companies choose Teamworks because it allows them to design and implement flexible, scalable and reliable processes that deliver value to the business very quickly," said Rod Favaron, president and chief executive officer at Lombardi. "As a process-driven company, everyone at Lombardi is dedicated to helping companies like Contango Capital Advisors achieve superior business results."