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. […]

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 […]

Leverage integration and focus on your customers How can small and medium banks keep up with large competitors and meet customer demand? Technology is the answer. Specifically, system integration. DURING THIS WEBINAR YOU WILL LEARN: The advantages and challenges of small and medium-sized banks How system integration can solve the challenges and streamline operations The […]

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 you better protect your business, serve your customers, and gain a competitive edge. THIS WEBINAR WILL HELP YOU: Understand evolving […]

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, elevate innovation, and more. DURING THIS WEBINAR YOU’LL LEARN HOW TO: Define the benefits of RPA in financial services Discover […]

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 the deal life cycle for deal completion, reporting, and compliance Streamline collaboration and communication between business units and multiple technology […]