Name: Connect People, Technologies and Data for Faster Client Onboarding and Servicing
Start: 2021-12-14T16:00:00Z
End: 2021-12-14T16:00:17.000Z
Location: BrightTALK
Rating: 5

Learn how Appian natively unites all the capabilities required to deliver impactful, end-to-end processes across your organization, no matter the industry. Located in the Washington DC area, Appian builds enterprise applications that is unified, flexible, fast, and impactful. It's guaranteed.

Appian CEO Matt Calkins kicks-off the day with a warm welcome and an update on how Appian is powering government modernization and driving convergence in process automation.

Appian CEO Keynote: Powering Government Modernization and Driving Convergence

Environmental, social, and governance (ESG) priorities have risen to the top of the list for businesses across financial services. But the opportunity that comes with attention to environmental impact, sound social practices, and increased transparency also poses operational challenges.

In this webinar, Herbert Schild, Financial Services Industry Lead at Appian, shares how a unified approach to ESG processes will help financial institutions navigate those challenges. We’ll discuss everything from the evolving nature of regulations to the disparate systems that house relevant data to the workflows that bring it all together. Learn how Appian Data Fabric works for businesses managing and reporting on ESG metrics to keep stakeholders informed.

Seize the ESG Opportunity with Simplified, Data-Driven Processes

For financial institutions, implementing a compliance monitoring program isn’t without its challenges. Managing the financial crime lifecycle involves a series of considerations and use cases related to transaction monitoring, screening, and KYC. Organizations of all sizes must manage complex workflows and integrate multiple data sources to mitigate reputational risk and avoid heavy fines.

Watch this webinar for insights on managing the evolution of fraud and financial crime and using technology to automate across the lifecycle. Our Appian experts will lead a discussion on techniques for mitigating risk, including:

- KYC as the gateway to all other related functions.
- The impact of future artificial intelligence regulations on KYC.
- How to manage environmental, social, and governance (ESG) requirements within the KYC function.

Automating Across the Financial Crime Lifecycle

Today underwriters spend 40% of their time on non-core activities, representing an efficiency loss of $85-$160 billion over the next 5 years.

Listen to this interactive session where we sat down with Juan Mazzini, Head of Insurance Practice for APAC, EMEA, and LATAM at Celent, at InsurTech Connect Vegas to discuss how insurers can automate the underwriting process to increase speed to quote and improve the customer experience.

Speed, Efficiency, Transparency: Modernizing the Underwriting Process

With digital transformation, business is increasingly looking to IT to execute quickly and effectively. Learn how to use low-code enabled visual process design for business and IT teams to develop end-to-end processes incorporating people, technology, and data into a single workflow.

Note: This session is part of Appian's Annual Global User Conference, AppianWorld 2021. To learn more and explore other session topics, visit appianworld.com

Building a Bridge for Business/IT Collaboration with Low-Code

For financial institutions, implementing a compliant KYC program isn’t without its challenges. Organizations of all sizes must manage complex workflows and integrate multiple data sources to mitigate reputational risk and avoid heavy fines. See the latest financial services solution built on the Appian Low-Code Platform. Learn how you can use Connected KYC to achieve continuous visibility into customer data and accelerated time to value with streamlined KYC workflows and simplified due diligence. See key features like: Comprehensive dashboards to track KYC investigations and tasks, monitor risk scores, and easily identify customer-level issues; Configurable KYC templates to create processes with a robust rules engine to automatically route tasks and workflows; Structured document management using intelligent document processing (IDP) to ensure accuracy and reduce errors; Continuous monitoring of customer data alongside key integrations to provide a comprehensive view of the client.

Transforming KYC: Automated, Connected and Compliant KYC Workflows

Fast, nimble, more efficient: Enterprises of today live by these words, striving for streamlined operations as they adapt to changing habits, expectations, and market conditions. But in this pursuit, most enterprises worry they may not be equipped with the right set of skills and tools to succeed. To prepare for these changes, organizations are starting to leverage Digital Process Automation (DPA) and low-code platforms, as they have shown to help remain agile, build digital workflows, automate processes, make data-driven decisions, and improve customer experience.

Join our webinar to hear from industry experts, Chandra Surbhat, Vice President & Global Head of Digital Experience Group at Wipro; Denise Broady, Chief Marketing Officer at Appian; and Rob Koplowitz, Principal Analyst at Forrester, as they discuss the future of low-code and DPA and how they will drive rapid and adaptive digital transformation for businesses of today and tomorrow.

Processes Reimagined: The Future of Digital Process Automation and Low-Code

From Appian World 2022: Embracing Sustainability and ESG for Strategic Advantage

Environmental, Social and Governance (ESG) has quickly become a top priority across industries, impacting nearly all areas of operation. Organizations must monitor performance and risks, collect information within business processes, and report to a wide range of stakeholders on ESG-related issues including carbon emissions, resource consumption, supply chain sustainability, and diversity and inclusion. In this session, learn how EDP Renewables has developed a suite of solutions for key ESG functions that simplify real-time performance visibility, auditing, workflow assignments, and reporting.

Embracing Sustainability and ESG for Strategic Advantage

From Appian World 2022: From Process Mining to Automation: Unified Platform for Change

Speaker
Rami-Habib Eid-Sabbagh, Director, Product Management, Appian

Busines Process Mining is a powerful capability, but for most organizations it is not sufficient on its own, as it only provides insights into process efficiency, but does not provide the ability to take action. The Appian Low-Code Platform changes this, bringing together Process Mining, Workflow and Automation available in a single, integrated platform. In this session you will learn more about Appian Process Mining and how you can benefit from its advantages.

From Process Mining to Automation: Unified Platform for Change

From Appian World 2022: ESG Data and Reporting: Adapting to Shifting Regulatory Requirements

Speakers
John Trapani, Industry Leader, Financial Services, Appian
Michael Heffner, Vice President, Solutions and Industry Go To Market, Appian

ESG is gaining attention due to increasing regulatory pressures and investor demands. Financial institutions are now expected to transparently disclose ESG data to stakeholders, but shifting regulations and inconsistent metrics can pose a challenge for ESG reporting. Learn how to ensure ESG procedure is consistently and accurately monitored and how to synchronize ESG data from disparate systems for a unified reporting strategy.

ESG Data and Reporting: Adapting to Shifting Regulatory Requirements

From Appian World 2022: The Fastest, Easiest Path to Complete Automation

Speaker
Kevin Visco, Manager, Product Management, Appian

Automating complex enterprise processes that span people, legacy systems, and data is the real future of work. In this session, Appian automation expert Kevin Visco uncovers workflow and automation strategies and showcases how the Appian Low-Code Platform not only enables complete business automation but paves a faster and easier path to hyperautomation success.

The Fastest, Easiest Path to Complete Automation

From Appian World 2022: Build Data-Driven Apps 10x Faster with Low-Code Data

Speaker
Peter Lewis, Senior Product Manager, Appian

Data integration from siloed sources is typically the slowest aspect of app development and requires specialized, technical resources. Low-code data or data fabric changes that, serving as an integrated data layer that is usable and accessible across your organization. In this session, learn how Appian lets you build apps 10x faster without database programming or migrations, saving you time and money.

Build Data-Driven Apps 10x Faster with Low-Code Data

In this recent webinar, Marc Hardwick, Senior Research Director at TechMarketView, joins Guy Mettrick, Financial Services Industry Manager, for a discussion on how financial institutions need to rely on automation technologies to enhance the customer experience by accelerating response times, reducing errors, and increasing internal efficiencies. Discover how a path to automation maturity will result in future-proofing operations and generating exceptional customer experiences.

Automation in Banking: Delivering simplicity, agility, and competitive advantage

Global leaders in Wealth & Asset Management, as well as Fund Administrators are adopting low-code to rapidly transform their manual, fragmented, and risk laden processes to client onboarding. Join our industry experts Guy Mettrick, Global Financial Services Industry Manager, and Doug Shum, Director of Financial Services Solutions, for an informational session on Connected Onboarding, our flexible low-code customer lifecycle management solution that takes the risk out of onboarding, accelerates time-to-market, and empowers business users with complete control of the onboarding journey. View now to learn more on simplifying, accelerating, and modernizing customer onboarding.

Speeding Time to Revenue with Appian Connected Onboarding

Onboarding institutional clients is slow, inefficient, and fraught with risk. And the stakes are high—the longer the onboarding window, the greater the risk of delay or loss of revenue or the loss of a high-value customer relationship. Join leaders from Appian to learn how financial institutions can dramatically accelerate time to revenue by simplifying, automating, and personalizing the institutional onboarding and service experience.

Connect People, Technologies and Data for Faster Client Onboarding and Servicing

Automation

Automation Workload

Coding

Efficient Data

Financial Management

Financial Services

Fintech Security

low-code

Onboarding

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Application Development

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Enterprise Applications

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Information Technology

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Finance

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Banking and Treasury

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

Fintech

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CxO Strategy

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Connect People, Technologies and Data for Faster Client Onboarding and Servicing

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