Appian for Financial Services: Institutional Onboarding
Fast-track onboarding by leveraging systems and data currently in place with components you can configure to your unique environment.Request Free!
Three Pitfalls Financial Institutions Must Avoid in the Contact Center
Today’s stringent regulatory environment, the dizzying pace of new FinTech startups entering the market, and the evolving technology landscape present significant challenges to financial institutions striving to deliver the customization and pers…
Turning Risk into Results: Improving Compliance Capabilities in Financial Services
As financial services industry executives contemplate the areas they expect to have the most impact on business in the next five years, the changing regulatory environment certainly tops the list. Leaders are seeking greater transparency, execution con…
Five Ways Appian Helps Financial Institutions Turn Ideas to Impact — Fast
Is your financial institution able to drive innovation quickly? How can the financial services industry transform core architectures to build the digital future—one that integrates Artificial Intelligence (AI), Robotic Process Automation (RPA), F…
Make the first move with Lincoln MoneyGuard Solutions
Only 5% of Americans surveyed are turning to financial advisors to talk about long-term care options, which means they may not be benefiting from your knowledge.* Transform the conversation and make the first move with industry-leading expertise f…
The 3 Most Effective Strategies to Help Grow Your Practice’s Value
Finding ways to boost your practice’s value is inherently tied your long-term financial success – and it’s not just based on revenue, earnings and portfolio performance. Value is also driven by where your practice is heading. If you i…
WEBINAR – Every Minute Counts: Why It’s Mission Critical for Nonprofits to Track Time
Brian Maxin of Journyx explains the 5 biggest reasons nonprofit organizations need to track time and expenses, and how to ensure you have the right solution in place for collecting the most accurate data. Anne Houghtaling, Executive Director at HOPE Fa…
Advancing Digital Transformation in Accounts Payable
There’s always a smarter, easier and faster way to process accounting documents and invoices. Unfortunately, accounting departments have long held a stigma of people doing manual data entry, crunching numbers and month end reports. If you ha…
4 Business Growth Strategies Advisors Should Consider
Date: Tuesday, November 12, 2019 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Cambridge It’s always a goal of advisors to take their business to the next level – but how can that be do…
Three Major Challenges Accounting May Face When Digitally Transforming
The accounts payable process still fairly antiquated compared to the advances in other line of business, ERP, CRM or RPA systems. This eBook talks about how to identify and address the common challenges companies face when taking on a digital transform…
