Use case: Digitized missionary insurance Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries needed to digitize how it monitors and manages the healthcare benefits and needs of missionaries. Challenges Missionaries were unable to effectively manage their healthcare needs with manual, paper … Read more
Improving the fight against fraud with digital transformation By Jon Deiulis As my colleague, Neer Lazar, talked about in one of his previous posts, The biggest upcoming trends in fintech, advances in technology within the financial services industry are constantly evolving. From incorporating AI and chatbots to offer more personalized services to mobile payment services … Read more
Use case: Asset lifecycle management Goal An integrated energy company that works in the exploration and production of oil and natural gas needed to automate its oil and gas asset lifecycle management process for tighter alignment with complex regulatory requirements and an improved competitive edge. Challenges Numerous and complex manual paper processes were slowing down … Read more
Use case: 360 degree student journey Goal A comprehensive university offering 150+ degree options both online and on-campus needed to provide a better student experience by improving how it captures and connects student data. Challenges Frustrating experience for faculty and students with data siloed across systems Risk of errors with student data being manually inputted … Read more
Use case: Faster utility project delivery Goal A gas and electric utilities division of a corporation that produces, markets, and delivers vital electricity, coal, oil, and natural gas to customers needed to implement a land management system and integrate it with the company’s document management system. Challenges No digital connection between projects and associated documents, … Read more
Use case: Streamlined missionary enrollment Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries needed a modern application to enroll and evaluate the benefits and coverage of senior citizen missionaries. Challenges Legacy application had minimal tracking and reporting which caused enrollment processing … Read more
Providing faster funding and cost savings with automation A corporation within the federal government providing financial support to national film projects needed to automate its highly manual processes for managing funding applications and programs. Funding applications required collaboration between multiple departments and teams, which was difficult as the corporation’s in-house systems were disconnected and siloed, … Read more
Automating liability quoting process with API-led integration An insurance company specializing in property and casualty specialty insurance needed to modernize its general liability quoting process to respond to more requests, and turn them around faster. The company receives approximately 8,000 requests for policy quotes each month. Employees were manually compiling quotes, which would take up … Read more
Digital transformation for private equity deals By Albert Nguyen With more than 8,000 private equity firms operating worldwide, the competition vying for companies looking for new capital and investments is fierce. Preqin, leading provider of data on the alternative assets market, reported that private equity deals reached an all time high last year, with more … Read more
How did Payoneer revolutionize business? By automating its anti-money laundering process, Payoneer — a global fintech company — reduced the time it takes to complete a suspicious activity investigation by 40%! Miriam Ner-Gaon, Global Risk Investigations Manager with Payoneer, joins us for a conversation on their automation journey and the results it’s had on the … Read more
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