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T+1: A timely opportunity for a trade management tune-up

How can the requirements of T+1 help your organization implement a more efficient trade settlement life cycle and make the necessary upgrades for success?

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Customer Lifecycle Management
Compliance
State Street Case Study: Connecting People, Process, and Data for Better Outcomes
Appian technology helped State Street achieve their automation and modernization goals with our unified low-code platform. What started out as an initiative to improve customer onboarding has expanded into the Appian low-code platform being used across the organization to automate complex workflows and processes.
Client relations
Research Paper Why low-code is a no-brainer for client lifecycle management
Due to the never-ending regulatory change, financial firms are stretched as they need to adapt their systems to keep up while also managing multiple priorities. In this paper, Firebrand Research's CEO and Founder Virginie O'Shea discusses how a move to low-code can allow greater automation of the whole workflow and help firms keep pace with regulatory change and client requirements.
Compliance
Blog 6 KYC Complexities Made Simple: How to Drive Efficient Compliance
KYC processes are often a thorn in the side of financial institutions, as the data they need is difficult to find within highly complex, manual workflows that are made even more complicated by outdated technology. Here are six top pain points of institutions working to ensure compliance.
Compliance
eBook Powering seamless KYC operations with a modern low-code solution
Read this eBook to learn more about the low-code solution to KYC and how it works for risk management in the financial services industry.
Environmental, Social, Governance (ESG)
ESG
Blog Net Zero for Financial Institutions: How to Crush Your Sustainability Goals
Companies are feeling the pressure to report on the progress of their environmental, social, and governance (ESG) initiatives. Governments have set strict regulations to steer the world toward net-zero goals. While these regulations vary by region, one goal that's been widely adopted is to reach net zero in carbon emissions by 2050, originally set in the Paris Climate Agreement. To meet this target, major banks, including Bank of America, Deutsche Bank, Goldman Sachs, JP Morgan Chase, Morgan Stanley, and CitiGroup, have publicly outlined specific emissions benchmarks to meet by 2030. Read on to learn more.
ESG
Infographic 15 ESG Trends You (and Your Execs) Need to Know
To meet expectations, business leaders are escalating ESG efforts and improving transparency to accommodate a wide breadth of stakeholders.
ESG
Blog ESG's Evolution in Financial Services—and Why Financial Leaders Need to Take Action
To minimize risk and expedite workflows, financial institutions should consider low-code to streamline ESG efforts and make reporting simple.
ESG
eBook Sparking change: How financial groups can galvanize ESG efforts
This eBook outlines how ESG has evolved and its impact on financial institutions, how to streamline ESG operations across financial organizations, and how to improve digital experience with a flexible, easy-to-use low-code platform.
ESG
White Paper Seize the ESG opportunity with simplified, data-driven processes
Environmental, social, and governance (ESG) priorities have risen to the top of the list for businesses across industries. But the opportunity that comes with attention to environmental impact, sound social practices, and increased transparency also poses challenges.
Legacy Modernization
Lending
White Paper Winning strategies to remain competitive in today's lending market
The lending market has not only become increasingly crowded but also more complex. As the economy improves and rate hikes loom, the demand for lending and increased speed of approval will rise as home buyers and businesses look to swiftly secure deals. What does this mean for financial institutions?
Lending
Homepoint & ICCREA: Achieving World-Class Lending Experiences with Low-Code and Automation
The lending process is complex, involving multiple product types and their rules, time-sensitive workflows that rely on accurate data, and tight stakeholder collaboration. Internal teams face complex, manual, and inefficient processes. Learn how Homepoint & ICCREA are using automation in finance to gain a competitive edge in scalability, regulatory compliance, and customer service for digital transformation.
Risk management
Report XLoD leaders briefing: Integrated risk management across the three lines of defense
How compelled is the business case to focus on integrating risk management across the 3 lines of defense?
Compliance
Blog 3 Imperatives to Transform Financial Institutions
To stay competitive and digitally transform, financial organizations can prioritize these imperatives for a differentiated customer experience.
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