Tag: Financial services

  • Automated private equity deal life cycle

    Automated private equity deal life cycle

    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 of […]

  • Automated private equity deal life cycle

    Automated private equity deal life cycle

    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 […]

  • The biggest upcoming trends in fintech

    The biggest upcoming trends in fintech

    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 […]

  • BIG Talk: Digital transformation in private equity

    BIG Talk: Digital transformation in private equity

    How can technology revolutionize portfolio onboarding, deal lifecycles, and more? We sat down with Richard Hulit, Industry Lead for Financial Services with Appian, to talk about digital transformation for private equity firms. With a focus on Capital Markets and Institutional Asset Classes, Richard shares his expert insights on leveraging technology to streamline common operational processes. […]

  • BIG Talk: Financial services trends

    BIG Talk: Financial services trends

    What does the future of digital banking look like? We sat down with Joe Wong, a technology expert in financial services, to talk about fintech trends, with a focus on banking. Check out the conversation to learn: How banks leveraged digital transformation to quickly adapt to COVID-19 How 5G, Cloud adoption, and online banking will […]

  • Improving the fight against fraud with digital transformation

    Improving the fight against fraud with digital transformation

    Improving the fight against fraud with digital transformation By Jon Deiulis As my colleague, Neer Lazar, talked about in one of his previous posts, The biggest upcoming trends in fintech, advances in technology within the financial services industry are constantly evolving. From incorporating AI and chatbots to offer more personalized services to mobile payment services […]

  • Reduced funding delivery time by 25%

    Reduced funding delivery time by 25%

    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, […]

  • Enabled faster and more consistent project delivery

    Enabled faster and more consistent project delivery

    Eliminating project delivery headaches with integration A gas and electric utilities division of a corporation that works closely with landowners, manages agreements for the use of their land for energy infrastructure. The company needed to improve how it stores, accesses, and reports on project information. The company had a document management system in place for […]

  • Accelerated insurance quoting from 48 hours to 10 mins

    Accelerated insurance quoting from 48 hours to 10 mins

    Automating liability quoting process with API-led integration An insurance company specializing in property and casualty specialty insurance needed to modernize its general liability quoting process to respond to more requests, and turn them around faster. The company receives approximately 8,000 requests for policy quotes each month. Employees were manually compiling quotes, which would take up […]

  • Fraud prevention + automation

    Fraud prevention + automation

    How did Payoneer revolutionize business? By automating its anti-money laundering process, Payoneer — a global fintech company — reduced the time it takes to complete a suspicious activity investigation by 40%! Miriam Ner-Gaon, Global Risk Investigations Manager with Payoneer, joins us for a conversation on their automation journey and the results it’s had on the […]

Subscribe to Bits In Glass

Get the latest news and updates directly in your inbox.

Check out our video library!

Learn how Appian helped top brands gain success.