Lisa Weil Joins ProcessUnity Leadership Team

2 minute read

April 2013

Financial services industry executive to lead SDRM business

Concord, MA April 30, 2013ProcessUnity, a privately-held risk management software company, today announced it has hired Lisa Weil as Vice President of Industry Solutions. In this position, Ms. Weil will lead the company’s Service Delivery Risk Management (SDRM)business.

Today, financial services firms automate sales management and back office recordkeeping and transaction processing, but are lacking the tools to control complex product management and client service delivery processes. ProcessUnity’s Service Delivery Risk Management solution automates key aspects of this end-to-end process, providing organizations with the visibility and insight needed to streamline their service offerings, enabling them to achieve operational cost savings and deliver differentiated services.

“Business-to-business financial services firms are dealing with critical issues related to product offering complexity, highly variable client service delivery, and escalating operational costs in an extremely competitive market,” said Todd Stone, President and CEO of ProcessUnity. “Lisa knows first-hand the challenges facing the industry and adds proven financial services leadership and expertise to our company. We join our customers and business partners in welcoming Lisa to the team.”

Most recently, Ms. Weil was principal of Weil Consulting and served as practice director with BridgePoint Group LLC, focused on improving the service capabilities and competitive positioning of leading financial services organizations. Previously, she was Senior Vice President at Fidelity Investments, where during her tenure she held several product leadership roles spanning the Institutional and Retail markets. Prior to joining Fidelity, Ms. Weil spent nearly ten years in a variety of technical consulting and product roles in the software industry.

“ProcessUnity’s SDRM solution is perfectly suited to helping financial services firms redefine and optimize their service offerings in a rapidly evolving business environment,” said Ms. Weil. “I am eager to give ProcessUnity’s customers the tools necessary to get their jobs done more efficiently while delivering increased value to their clients.”

About ProcessUnity, Inc.

ProcessUnity is a risk management software company headquartered in historic Concord, Massachusetts. ProcessUnity’s Software as a Service solutions (SaaS) provide organizations with the visibility and control they need to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. Customers and partners benefit from the ease of use, fast deployment, and low total cost of ownership associated with ProcessUnity’s risk, compliance, and operational control solutions. For more information,

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ProcessUnity is a leading provider of cloud-based applications for risk and compliance management. The company’s software as a service (SaaS) platform gives organizations the control to assess, measure, and mitigate risk and to ensure the optimal performance of key business processes. ProcessUnity’s flagship solution, ProcessUnity Vendor Risk Management, protects companies and their brands by reducing risks from third-party vendors and suppliers. ProcessUnity helps customers effectively and efficiently assess and monitor both new and existing vendors – from initial due diligence and onboarding through termination. Headquartered outside of Boston, Massachusetts, ProcessUnity is used by the world’s leading financial service firms and commercial enterprises. For more information, visit