Name: Streamlining Loan Origination Process with Nintex Automation Platform
Start: 2024-11-26T13:43:00Z
End: 2024-11-26T13:43:05.000Z
Location: BrightTALK

Enterprise organizations around the world leverage the Nintex Platform every day to quickly and easily manage, automate and optimize their business processes. Nintex Platform includes capabilities for process mapping, AI, workflow automation, Robotic Process Automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer.

Digital transformation is no longer enough. AI has forced organizations across the Middle East, Africa, and the globe to deliver more services, faster, with fewer resources—all while keeping up with your ambitious company or national digital agenda. To do that, manual processes, disconnected systems, and slow decision-making must be automated, updated, and streamlined.

“The road to digital excellence” to learn the latest ways to eliminate these barriers. You’ll join experts from Nintex to explore how AI-powered automation can help your organization deliver better experiences, unlock efficiencies, and achieve measurable impact—without adding complexity.

You’ll leave the webinar with new insights to:  
Transform the way work gets done, replacing slow, manual tasks with intelligent, AI-powered automated workflows.

Achieve results quickly using proven approaches to move from strategy to outcomes fast.

Unite people and processes to break down silos between departments and partners.

Make smarter decisions that harness data to guide policy, service delivery, and growth.

IDC webinar: The road to digital excellence

In this session, we’ll hear from Optum, a leading health services and innovation company, as they share how they bridge the gap between IT strategy and business execution.

According to the 2025 Gartner CIO and Technology Executive Survey, only 48% of digital initiatives meet or exceed their business outcome targets. Yet “digital vanguard” organizations align IT and business leadership to drive a 71% success rate instead. Only 51% of organizations report true alignment between IT and business strategies. This disconnect creates wasted resources and missed opportunities. When business units understand the CIO’s perspective on what’s possible and priority, organizations unlock faster adoption and measurable results. 

The key is moving from technology discussions to business outcome conversations through real-world use cases.

Practical Use Cases for Closing the IT Business Gap

In the webinar, they’ll discuss:

- Why committing to a unified, platform-based automation strategy is the best way to drive real impact.

- Why it’s so important to empower employees to engage in automation initiatives.

- The best practices for process automation, including adopting an all-inclusive automation framework that focuses on rapid implementation and long-term value .

Watch on demand as we discuss how a holistic automation strategy can put you on track to meet your Vision 2030 goals so your organisation can deliver lasting impact.

Accelerating Vision 2030 readiness through strategic business automation

Organizations face a new reality: AI pilots often stall, SaaS sprawl creates friction, and regulatory pressures keep mounting. Task-focused automation is no longer enough—leaders need adaptable, intelligent, and governed systems to thrive. 

That’s why Nintex is introducing agentic business orchestration for Nintex CE — a new set of capabilities that orchestrates humans, systems, and AI agents in a single, governed platform to deliver measurable business outcomes with speed, precision, and trust. 

What you’ll gain from this session: 
1. How agentic AI can enable real-time reasoning, routing, and adaptive workflows   
2. Strategies for CIOs and CFOs to cut tech sprawl while strengthening governance and compliance  
3. Real-world use cases of organizations scaling solutions faster, improving outcomes, and driving ROI

Agentic Business Orchestration: The Next Era of AI-driven Operations

Digital transformation is accelerating, but success isn't always guaranteed.

Too often we see organisations invest in the latest AI and automation tools only to find the results full short of expectations.

Why?

Because real transformation isn't just about technology. It's about aligning people, process and culture to make those technologies stick and scale. At Nintex, we see time and time again AI and automation only succeed when the right foundations are in place. That's exactly what today's session is all about.

How people, process and AI come together to drive sustainable change.

AI, Processes & Digital Transformation

Join us to walk through the findings of our global research on SaaS prod and what it means for IT operations and the future of AI powered orchestration.

We'll start by exploring why we launched this report now, followed by a look at global findings and regional spotlights.

And finally, we'll talk about what organizations can do next and how Nintex is helping them take back control.

SaaS Sprawl Research Snapshot

Walk through the discovery process we use to understand the risks, assess your options and mapping out our next step with Microsoft's end of support for SharePoint workflows.

Critical Timing: Microsoft's End of Support for SharePoint Workflows

Optimizing business processes for business and IT teams with application development.

Optimizing business processes for business and IT teams with app dev

Beyond Automation: How to identify AI opportunities for business efficiency.

Beyond Automation: How to identify AI opportunities for business efficiency

This is the latest in our webinar series on SharePoint migration. In this webinar, we will be touching on:

- The impacts of the depreciation announcements from Microsoft
- The solutions that we have that interact with SharePoint in a meaningful way for you
- Understanding which product will be a better fit for you, Nintex Workflow CE or Nintex Workflow K2

Moving from Nintex for O365 to Nintex Automation CE or K2

It is constantly evolving and field service teams are being asked to increase efficiency and deliver reliable results on larger and larger scales, often with shorter and shorter timelines.

In this webinar, we're going to explore how the combined power of Salesforce and Nintex is transforming the way that manufacturers manage field operations, bringing new levels of efficiency, increasing that visibility and gaining control in this ever changing world.

Powering Field Service Excellence for Modern Manufacturers

The latest version of Nintex K2 Cloud is now available and provides new features and enhancements that will take your process applications to the next level with more powerful workflows and efficient development tools. 

Watch this informative session to hear more about the latest capabilities delivered in recent releases including our most recent Autumn 2025 release. 

In this session, you’ll hear about:
- Expanded localization with multi-language SmartForms support
- New integrations (OData v4, REST/OpenAPI v3, Nintex RPA) + workflow version management
- Modern default styling, refreshed UI, and updated form controls

What's New With Nintex K2 Cloud

Automation and scalability are no longer optional—they’re essential for growth and efficiency. Watch this webinar, where industry experts Cosima von Kries (Solutions Engineering Director) and Natsumi Shiraiwa (Solutions Engineer) will show you how to harness the power of Nintex solutions to revolutionize your processes within Salesforce. Stay ahead with actionable insights into document automation and app development.

From Vision to Execution: Scaling Business with Document Automation and App Development

Discover how organizations are using AI and automation to drive efficiency, reduce costs, and boost operational success. In this on-demand webinar, Nintex experts share strategies and real-world examples of how you can quickly adopt AI in your automation workflows to improve decision-making and deliver results faster.

Leverage AI + Automation to reduce cost and uplevel operational success

As AI and automation reshape the way we build and deploy solutions to business challenges, success hinges on more than just technology—it requires strategic pre-planning to ensure scalability, usability, and long-term value. In this session, we’ll explore the critical decisions that should be made before building a solution, from documenting workflows using AI, to automating those workflows, to designing intelligent, AI-powered applications.

We’ll break down how AI can enhance process discovery, automation readiness, and governance, ensuring your solutions don’t just solve today’s problems but evolve with your business. Learn how to strike the perfect balance between flexibility and control, avoiding common automation pitfalls while accelerating your digital transformation.

With real-world examples and technical insights, we’ll showcase how Nintex can complement Microsoft technologies to quickly discover and define processes, easily automate complex workflows, and build beautiful applications that your users will love.

Whether you’re automating your first workflow or scaling enterprise-wide automation, this session will equip you with a blueprint for pre-planning success in an AI-driven world.

Secrets Revealed: How to Build Sustainable AI-Powered Applications and Automation

Customer expectations in banking have shifted towards fully digital experiences and leading institutions have met those expectations for the most part. Yet your Client Services teams who manage valuable customer interactions are often left contending with a far from ideal experience—especially when handling document heavy processes that rely on data across both Salesforce and external systems.

Whether you’re looking to reduce operational bottlenecks, eliminate document generation inefficiencies, or improve customer onboarding, this session will provide actionable insights to help drive sustainable digital transformation in your financial institution.

What you’ll learn:
How retail, commercial and investment banks take the friction out of today’s tedious, customer-facing document-centric processes to streamline Client Service operations, create rich experiences and drive measurable ROI.
Explore how to create a scalable and delightful experience for Client Services teams that optimizes the generation of affidavits, closed account docs, detailed invoices, credit memos, ACH receipts, account inactivity statements, authorized user notices and much more.

Banking Without Bottlenecks: How to Elevate Client Services

Nintex customers, join us for an exclusive webinar where we’ll explore the latest advancements in Nintex platforms and solutions so you can empower your team to work smarter, not harder.

What you will learn:
Recent Innovations: Discover new Nintex technologies that will transform your end-to-end processes, including the ability to:

- Identify and document your business processes with AI
- Use interactive AI assistants to rapidly create forms and Salesforce documents
- Easily build apps that drive business efficiency
- Accelerate deployment of licensing & permitting automations
- And much more!

Product Demonstrations: Experience live demonstrations showcasing how these innovations can enhance your team’s productivity and operational efficiency.

Strategic Insights: Get an exclusive look at the Nintex roadmap and the strategic vision driving future platform and solution enhancements.

Why attend?
- Stay Ahead: Be the first to learn about our latest AI-driven solutions and platform enhancements.
- Expert Knowledge: Hear directly from our leadership and product experts about how these innovations can transform your business processes.
- Extend Value: Broaden your exposure to capabilities of the Nintex Automation Platform not in use today that can benefit your business tomorrow.
- Don’t miss this exclusive opportunity to see how you can continue to innovate with Nintex!

Unlock New AI-Driven Features to Boost Efficiency in 2025

Explore the powerful new features in K2 5.8.1, our latest minor short-term-support (STS) release that will streamline how your team builds and manages workflow solutions.

 What you will learn:
- Core enhancements to the user interface for improved productivity
- Integration enhancements that strengthen your connections to critical systems
- Localization and infrastructure optimization for better performance
- Insights into future roadmap investments for K2
- Release timelines including the upcoming K2 Cloud updates

K2 (5.8.1) STS release: Discover the latest enhancements in Nintex Automation K2

See how the Nintex platform automates complex, lengthy processes like loan origination to drive greater efficiencies

Streamlining Loan Origination Process with Nintex Automation Platform

Loan

Finance Directors

Financial advisor

Financial Management

Financial Planning

Process Automation

Process Intelligence

Nintex

Automation

Automation Workload

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Streamlining Loan Origination Process with Nintex Automation Platform

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