The Financial Automation Imperative

Learn how to use automation to accelerate digital transformation, ensure compliance, and improve omnichannel customer experiences

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Addressing key financial services
challenges with process orchestration


This whitepaper discusses how financial services organizations can address key challenges through process orchestration.

The first challenge is contending with legacy systems and modernization, which can be addressed by building a central automation platform and extending it with custom extensions.

The second challenge is meeting regulatory compliance and risk requirements, which can be addressed through process orchestration.

The whitepaper also covers how organizations can establish a Center of Excellence for process orchestration and how it can help address rising expectations for omnichannel and digital customer experiences.

Lastly, the article provides a case study on how Truist transformed its onboarding process through process orchestration.

Read this guide to learn more about how financial services organizations can streamline processes, improve efficiency, and enhance the customer experience by leveraging process orchestration.