Empower Your Relationship With Money - Train Yourself For Wealth

Empower Your Relationship With Money - Train Yourself For Wealth

Contango Capital Advisors Deploys Lombardi's Business Process Management (BPM) Suite: Wealth Management Firm to Drive New Account Processes wit


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AUSTIN, Texas (BusinessWire EON) July 10, 2007 -- "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."

Lombardi Teamworks (www.lombardi.com/bpm-software-products.php) is the leading BPM software for designing, executing, and improving business processes. Teamworks for Office(TM) (www.lombardi.com/bpm-microsoft-office.php) makes it easy for anyone to participate in business process management using the familiar Microsoft(R) Office System products. Lombardi Blueprint(TM) (www.lombardi.com/bpm-blueprint-product.php) is the only on-demand collaborative process planning tool that enables companies to map processes, identify problems and prioritize improvement opportunities.

About Contango Capital Advisors

Contango Capital Advisors, Inc. (www.contangoadvisors.com) offers a comprehensive array of wealth planning, management and investment services. It focuses on individuals' real-life goals and uses sophisticated analytical techniques and risk-management tools to design clients' investment portfolios. Contango is an entrepreneurial organization backed by Zions Bancorporation (NASDAQ:ZION), one of the nation's premier financial services companies. Zions, a $47 billion financial holding company, has a market cap of approximately $9 billion.

About Lombardi

Lombardi is a leader in business process management (BPM) software for Global 2000 companies and government agencies. We offer award-winning BPM technology, know-how and services to help our customers become Process-Driven. Lombardi products are built on open standards and provide ongoing prioritization, planning, visibility and control of business processes, increasing the speed and flexibility with which organizations can manage their business process activity and decision-making.

Lombardi is behind some of the largest, most successful BPM implementations in the world. Our customers include Allianz Life, Aflac, Dell, Hasbro, ING Direct, Maritz Travel, Reuters, Renault F1 Team, Sprint, T-Mobile, The UK Insolvency Service, Universal Music Group and the U.S. Government. For more information, visit www.lombardi.com.

Lombardi, Teamworks are registered trademarks and Teamworks Process Optimizer, Teamworks Portal, Teamworks for Office 2003 and Lombardi Blueprint are trademarks of Lombardi Software, Inc. All other company/product names and service marks may be trademarks or registered trademarks of their respective companies.

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