Providing faster funding and cost savings with automation A corporation within the federal government providing financial support to national film projects needed to automate its highly manual processes for managing funding applications and programs. Funding applications required collaboration between multiple departments and teams, which was difficult as the corporation’s in-house systems were disconnected and siloed, … Read more
https://www.youtube.com/watch?v=PiS5f098UE4 Increasing deal efficiency and productivity for TPG TPG, one of the largest private equity investment firms in the world, managing over $100 billion worth of investment funds, needed an easy, digital way to manage their investment deals. The company was manually pulling and processing deal data using shared spreadsheets, email chains, and a number … Read more
Use case: Optimizing the customer experience Goal Beneva™ is the largest insurance mutual in Canada* with more than 3.5 million members and customers. It’s a major player in the insurance and financial services industry. Created by the coming together of La Capitale and SSQ Insurance, Beneva™ was looking to eliminate manual processes and improve customer … Read more
Use case: Online account openings Goal Coast Capital Savings is a member-owned federal credit union offering personal, business, and commercial real estate banking services. In preparing to expand across Canada, Coast Capital was looking to improve its online account opening process for both individuals and small businesses. Challenges Employees were spending days working through unnecessary … Read more
Use case: Automated fraud prevention investigations Goal Payoneer is a fintech company that provides business-to-business money transfers, digital payment services, working capital, and cross-border transactions in 200 countries and 150+ local currencies. Payoneer was looking to automate its case identification and investigation as well as the completion and submission of Suspicious Activity Reports (SAR). Challenges … Read more
Use case: Online insurance brokerage Goal aha Insurance is an insurance company providing competitive auto, business, home, and leisure insurance. aha was looking to become Canada’s first fully-featured online digital insurance broker, providing customers with a 100% online insurance buying experience. Needs Remove barriers to insurance with easy-to-use self-serve online tools Auto-populate as much quote … Read more
https://www.youtube.com/watch?v=PiS5f098UE4 Increasing deal efficiency and productivity for TPG TPG, one of the largest private equity investment firms in the world, managing over $100 billion worth of investment funds, needed an easy, digital way to manage their investment deals. The company was manually pulling and processing deal data using shared spreadsheets, email chains, and a number … Read more
Use case: Automated private equity deal life cycle Goal TPG is one of the largest private equity investment firms in the world, focused on leveraged buyouts and growth capital. TPG needed to modernize operations to deliver improved value to their private equity deals, through automating internal business processes, specifically the deal life cycle. Challenges Manual … Read more
How banks are using machine learning By Josh Painter Among the ways financial institutions are revolutionizing the way business is done, machine learning has stepped out as a leading technology for banks looking to transform both front and back-office operations. Machine learning is an application of artificial intelligence (AI) that provides systems the ability to … Read more
The biggest upcoming trends in fintech By Neer Lazar Financial technology, otherwise known as fintech, is innovation that can either help or compete with traditional methods of delivering financial services. As an emerging industry, fintech includes new applications, processes, or products based in technological solutions. According to a recent report, the global fintech market was … Read more
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