Resources

Over the next decade, we expect about half of the companies in the S&P 500 to be replaced by more forward-thinking—and future-acting— organizations. And by that we mean companies who develop the kind of digital products that today's financial services consumers are demanding. Read on to learn more.

American Banker's Most Powerful Woman in Banking, who is also wrapping a year's service as the Mortgage Bankers Association's first Black chairwoman, discusses closing the racial homeownership gap, rebuilding borrower trust and more.

Titi Cole, of the Most Powerful Women in Banking, talks about designing from the ground up, keeping employees happy and proud, and what U.S. banks can learn from other countries.

Ranjana Clark, head of global transaction banking at MUFG, talks about digitization at the global bank, its ESG efforts, and whether a recession is likely.

The Cleveland bank recently expanded its partnership with Google Cloud and is teaching employees how to work with it.

When Ally eliminated all overdraft fees for consumers in June 2021, many banks followed. Morais, president of consumer and commercial banking at Ally, explains how and why the bank ditched the controversial fee.

How banks can take advantage of the internet's latest iteration, according to Alex Tapscott, managing director of the digital asset group at Ninepoint Partners and co-author of the book Blockchain Revolution.

To stay competitive and digitally transform, financial organizations can prioritize these imperatives for a differentiated customer experience.

How compelled is the business case to focus on integrating risk management across the 3 lines of defense?

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.

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?

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.

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.

To minimize risk and expedite workflows, financial institutions should consider low-code to streamline ESG efforts and make reporting simple.

To meet expectations, business leaders are escalating ESG efforts and improving transparency to accommodate a wide breadth of stakeholders.

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?

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.

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.

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.

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.