Resources

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the data they need is difficult to find within highly complex, manual workflows that are made even more complicated by outdated technology.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