DX + KYC Are your Know Your Customer (KYC) processes becoming a burden to your employees and customers? You’re not alone! Join us for a discussion on how technology can improve KYC processes to help
The future of financial services is already here. Are you ready to meet increasing expectations? The past few years have forced this industry to finally embrace digital transformation. The days of relying on in-person customer
Digital transformation is changing customer expectations Technology can improve efficiencies to get more new customers and elevate relationships with your current customers. Join us for a discussion on how digital transformation is helping insurance companies
Allowing customers to buy and manage their insurance online aha Insurance’s founder wanted to create an insurance company that allows customers to quote, purchase, and manage their policies entirely online, providing a 100% online insurance
Reducing account opening time from days to 5 mins Coast Capital Savings, a member-owned credit union, was looking to expand its operations across Canada. To do so, it needed to modernize its account opening process
Improving company and customer protection with automation Payoneer, a global fintech company, needed to modernize its fraud prevention and anti-money laundering processes to improve its account holder protection. Employees were manually investigating potential fraud through
Leverage RPA: improve your customer service Robotic process automation (RPA) can transform your customer service offering. Join us for a discussion on how digital workers are helping financial institutions free up employees, ease regulatory compliance,
Streamline deal execution and reporting How is automation helping private equity firms transform the deal lifecycle for deal completion, reporting, and compliance? Attend this webinar to learn how automation helps private equity firms: Digitally transform
Use case: Automated insurance quoting Goal A specialty insurance company, specializing in property and casualty insurance needed to modernize its general liability quoting process to respond to more requests, turn them around faster, and secure
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