Create more engaging financial wellness solutions

The pandemic accelerated financial services leaders' need to maximize the impact of automation on firm-wide goals. However, leaders must consider far more processes and stakeholders than before to scale automation. Firms that can navigate these complexities are more likely to exceed their automation goals. This complimentary webinar, based on surveys and conversations with financial services leaders in 2021 and early 2022, will focus on how financial services leaders can overcome the challenges of working with multiple stakeholders across multiple functions to implement larger, more effective automation projects.

Manufacturing makes up a large portion of the U.S. economy. In 2020, manufacturing accounted for 11% of the overall U.S. GDP, as well as 82% of all exported merchandise in 2019. The COVID-19 pandemic hit manufacturers especially hard, and they’re recovering and transforming thanks in large part to finance technology. In this web

Finances are complicated enough. Why not simplify them? In this quick demo, discover how you can put all your financial processes in a single place for a smarter, faster, more flexible close.

It’s common knowledge that branch traffic has been slowly and steadily declining. Now that consumers increasingly turn to digital channels to meet their everyday banking needs, financial institutions are being forced to revisit the role the branch will play in the future. Specifically, FIs have to create digital capabilities that provide better insight and advice than consumers get in a branch and must determine how to complement the digital experience by focusing on the branch interactions that drive value. To do that, FIs will need to balance their investment in branch expansion with their contribution toward improving the digital experience.