The Times They Are a-Changin’: Automating Workflows in Financial Services
Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.
Enhancing User Experience With Process Automation
Implementing and managing an intelligent automation platform, which includes Machine Learning and Robotic Process Automation (RPA) powered by Artificial Intelligence (AI), can be a complex endeavor, depending on where an organization is in their automation journey.
KYC Process Automation with Intelligent ML, AI & RPA
Customer (KYC)/Customer Identification Program (CIP) process. Typical KYC exercises involve a very comprehensive document review process. Numerous details must be extracted from many documents, such as document ID, names, dates, signatures, and more.
Embracing AI and Intelligent Automation in Financial Services
We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.
What to Expect When You Are Automating: Financial Service Leaders Weigh-in on the Perfect...
While digital transformation has recently become a key priority for the financial services sector, last year was a landmark period in this journey. Nearly half (49%) of firms have accelerated their initiatives, finds Deloitte, and the financial services sector has far outpaced other industries in their digital investments