Engaging Financial Customers through Modern Operational Processes

The global economy is slowly recovering, but customer confidence is lagging. When you add in evolving regulations and outsized operating costs, this creates quite the strained situation for financial firms. How can financial service organizations cut costs while simultaneously meeting customers’ expectations, rolling out new products, and complying with stringent regulations? The answer lies in a modern Business Process Management (BPM) platform. At FSOkx’s 4th Annual Business Process Management and Technology Innovation Forum, practitioners from major financial service organizations will share best industry practices and insights on modern operational processes that can drive bottom-line results.

At the Forum, Appian’s own Sid Nazareth, Director of Solutions Consulting, and Evan McDonnell, VP of Industry Solutions, will talk about engaging financial customers through modern technology. With a BPM platform, you can accelerate the tempo of business, improve collaboration and decision-making, and bring all your processes into the world of social, mobile and cloud. This session will give you practical insights into driving customer engagement and business growth through BPM software.

In addition, the Forum will include discussions around intelligent business processes, effective risk management, and real-time decision making. Speakers include industry practitioners from Citigroup, First Citizens Bank, CIT, BNY Mellon, GE Capital, AIG Benefit Solutions, and Societe Generale. In short, if you’re interested in realizing dramatic improvements in your performance through BPM software, this is an event you will want to attend.

If you can’t join us in New York City, or would like to do some advance reading, we invite you to read our whitepaper, Why Financial Services Firms Should Stop Throwing Money at Enterprise Risk Management.” In this complimentary paper, Evan McDonnell shows you how to leverage new technology to become a winner in a post-financial meltdown world.

Alena Callaghan

Sr. Manager, Marketing Programs