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
The future of financial services is already here. Are you ready to meet increasing expectations? The past few years have forced this industry to finally embrace digital transformation. The days of relying on in-person customer service are gone, with consumers expecting industry leaders to evolve with the digital age. The digital wave is only growing … 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
Allowing customers to buy and manage their insurance online aha Insurance’s founder wanted to create an insurance company that allows customers to quote, purchase, and manage their policies entirely online, providing a 100% online insurance experience. Find out how system integration enabled the company to launch as Canada’s first fully-featured online digital insurance broker. You … Read more
Reducing account opening time from days to 5 mins Coast Capital Savings, a member-owned credit union, was looking to expand its operations across Canada. To do so, it needed to modernize its account opening process to meet different requirements across each province. Employees were manually opening new accounts for customers, working through numerous fraud prevention … Read more
Improving company and customer protection with automation Payoneer, a global fintech company, needed to modernize its fraud prevention and anti-money laundering processes to improve its account holder protection. Employees were manually investigating potential fraud through auto-generated reports, emails, phone calls, and other manual forms of communication, which delayed investigations. Find out how automation reduced the … 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
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
Use case: Automated insurance quoting Goal A specialty insurance company, specializing in property and casualty insurance needed to modernize its general liability quoting process to respond to more requests, turn them around faster, and secure more customers. Challenges Unable to respond to the volume of quotes received due to highly manual nature of process Quoting … Read more
Get the latest news and updates directly in your inbox.
