Resources

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the data they need is difficult to find within highly complex, manual workflows that are made even more complicated by outdated technology.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

Data as of Jun. 30, 2022. Dollars in thousands.