Modernized online banking through API integrations A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more customers as well as better position the company in the market. The bank was using a third-party service for its online banking platform, making it difficult to … Read more
Use case: Modernized banking functions Goal A leading global bank needed to modernize its legacy system for managing various banking functions like customer onboarding, KYC, and account maintenance to improve customer service. Challenges Multiple bank departments used one legacy system for customer onboarding, KYC, and account maintenance The legacy system was intended for one customer … Read more
Use case: Investment fund management Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, was looking to modernize its management of investment funds to improve fund visibility for better decision making and adherence to all legal and regulatory investment requirements. Challenges … Read more
Use case: Automated claims processing 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 automate its healthcare claims processing to turn them around faster. Challenges It was taking a long time for employees to process claims because the process … Read more
Use case: Modernized digital banking Goal A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more customers as well as better position the company in the under-served business market. Challenges Using an external provider for digital banking services caused limitations in … Read more
Leverage integration and focus on your customers How can small and medium banks keep up with large competitors and meet customer demand? Technology is the answer. Specifically, system integration. DURING THIS WEBINAR YOU WILL LEARN: The advantages and challenges of small and medium-sized banks How system integration can solve the challenges and streamline operations The … Read more
Streamline deal execution and reporting How is automation helping private equity firms transform the deal lifecycle for deal completion, reporting, and compliance? Attend this webinar to learn how automation helps private equity firms: Digitally transform the deal life cycle for deal completion, reporting, and compliance Streamline collaboration and communication between business units and multiple technology … Read more
Leverage RPA: improve your customer service Robotic process automation (RPA) can transform your customer service offering. Join us for a discussion on how digital workers are helping financial institutions free up employees, ease regulatory compliance, elevate innovation, and more. DURING THIS WEBINAR YOU’LL LEARN HOW TO: Define the benefits of RPA in financial services Discover … Read more
Digital transformation is changing customer expectations Technology can improve efficiencies to get more new customers and elevate relationships with your current customers. Join us for a discussion on how digital transformation is helping insurance companies turn around quotes faster, better serve long-term customer needs, and much more. THIS WEBINAR WILL HELP YOU: Identify how technology … Read more
DX + KYC Are your Know Your Customer (KYC) processes becoming a burden to your employees and customers? You’re not alone! Join us for a discussion on how technology can improve KYC processes to help you better protect your business, serve your customers, and gain a competitive edge. THIS WEBINAR WILL HELP YOU: Understand evolving … Read more
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