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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the data they need is difficult to find within highly complex, manual workflows that are made even more complicated by outdated technology.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.

THE LATEST

Politics and policy

Senate Banking Republicans double down on boycott of Fed nominees

In a Senate Banking Committee hearing on the economy, Republicans reiterated their demand for more transparency from Sarah Bloom Raskin, President Biden's pick to serve as vice chairman for supervision at the Federal Reserve.
M&A

BNY Mellon would consider big acquisition, but bar is ‘really high’

Chief Financial Officer Emily Portney said Bank of New York Mellon would be interested in buying more custody assets if an opportunity arises and the price is right. In the meantime, it continues to eye deals for small tech companies.
Credit unions

Notre Dame Federal Credit Union in Indiana completes purchase of trust firm

The credit union plans to expand its suite of trust and estate services available to members.
Digital banking

H&R Block turns to MX, Galileo to power its Spruce banking app

The tax preparer has a well-recognized brand and wide reach, but needs tech help for its neobank.
M&A

Peoples in Ohio beefs up equipment financing with $54 million deal

The agreement to acquire Vantage Financial in Minnesota comes less than a year after Peoples Bank purchased North Star Leasing in Vermont.
Credit unions

Massachusetts deal signals return of larger credit union mergers in 2022

The joining of Align Credit Union and Alltrust Credit Union is among the first of several deals in the pipeline where both institutions have more than $250 million of assets, as the ongoing pressures of the COVID-19 pandemic prompt more firms to pair up, experts say. Carmen Sylvester, Alltrust's CEO, will lead the combined organization.