Resources

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.

With organizations conducting so much of their business through digital channels, the level of risk is on the rise in this increasingly online world.

During times of economic uncertainty, your customers may be forced to make difficult financial decisions.

"Quiet quitting" is a new name for an old phenomenon—employee disengagement. Find out more about what quiet quitting means for your business and why a focus on employee engagement is the solution. Dismissing quiet quitting as a news trend not only risks further disengagement.

About 75% of military recruits arrive at a training base with no bank account and have to be bussed to a local bank to open one, says Jill Castilla, CEO of Citizens Bank of Edmond. The bank's team is building a platform that will help service members save and build credit.

Small and mid-sized banks that rely on an agent bank to issue credit cards are missing out on a whole host of opportunities. From controlling the customer experience to increasing revenue, there's plenty of reasons to rethink the agent bank model.

Traditional revenue streams for credit card portfolios are challenged by shifting consumer behaviors, fintech alternatives, and ongoing pressure to lower interchange fees. This webinar creates an opportunity for participants to learn from some of Bond's top strategists.

Banks and credit unions continue to face complex decisions when it comes to technology usage and investments. Hear what other bank professionals are doing when it comes to tech and learn how you might apply some of these tactics in your own business.