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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?
Customer Lifecycle Management
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.
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.
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the data they need is difficult to find within highly complex, manual workflows that are made even more complicated by outdated technology.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.
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)
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.
To meet expectations, business leaders are escalating ESG efforts and improving transparency to accommodate a wide breadth of stakeholders.
To minimize risk and expedite workflows, financial institutions should consider low-code to streamline ESG efforts and make reporting simple.
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.
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
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?
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.
How compelled is the business case to focus on integrating risk management across the 3 lines of defense?
To stay competitive and digitally transform, financial organizations can prioritize these imperatives for a differentiated customer experience.
THE LATEST
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With a shift toward financial-planning advice and banking, the brokerage-house leader hopes to grow her firm faster.
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Marrs runs Amex's second largest business by revenue and card member spending.
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Despite being in the industry for 25 years, Marcelli still wakes up in the middle of the night to jot down ideas.
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Milrod, a champion of innovation, has strengthened State Street's position in the digital assets space, including securing three of the 11 Bitcoin and Ethereum ETFs launched this year.
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Fogarty, who was promoted to chief operating officer of investment services in July, leads the firm's largest business unit.
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The imperative is to keep one eye on the business, and the other eye on talent. The former is fed by the latter.
