As a company’s transaction volume increases, the payout process becomes more and more complex. It’s difficult to address these issues after the fact, so it’s...
Consumers expect immediate customer service and meaningful engagements in today's world, no matter where they are or what device they're using. That's why the best brands...
Wealth management firms face one of the fiercest eras of disruption in decades. With the graying of Baby Boomers, the wealth baton is being passed to Millennials—a demographic...
The transition of wealth from Boomers to Millennials is already underway. Capturing your share of this 30-70 trillion-dollar opportunity not only requires a new way of working...
One way to enhance your high-net-worth (HNW) client partnerships and satisfaction is by offering bill pay services. Advisors who utilize automation technology for bill pay...
To unlock the true potential of the figures that CFOs and their finance departments pull from multiple sources, the data must be timely, clean, and actionable. Yet, only 44%...
In part one of this series, we covered some major risks financial services companies face when building fraud mitigation strategies on top third-party data networks....
Credit unions still have one key advantage over fintechs: inherited trust. Recent data revealed that more than 50% of respondents strongly trust traditional providers compared...
A key element as organizations expand their cloud resources is cloud security posture management (CSPM). In order to be most effective, a CSPM solution must run across...
Leading insurance organizations trust Appian’s low-code platform to deliver operational agility and enable them to innovate at the speed of the customer. Request...