18 Results

/blog/fill-onboarding-potholes-to-transform-customer-journeys
June 18, 2019 | By Dermot McCauley

Fill Onboarding ‘Potholes’ to Transform Customer Journeys

In an age of “click and get it done,” customers are conditioned to expect business interactions to be simple, speedy and convenient. Applying for a credit card, for example, should be as seamless as snapping and sharing a photo from a smartphone. But if a business asks you to send documents by fax, email or mail/post? That’s very frustrating. Proving identity shouldn’t be so tedious.

/blog/top-3-tips-for-banks-navigating-the-path-to-digital
December 03, 2018 | By Kofax

Top 3 Tips for Banks Navigating the Path to Digital

In part 3 of our series, we asked Jim Marous, top 5 Fintech influencer and publisher of Digital Banking Report and The Financial Brand, to share how the most innovative banks have broken down internal barriers and his top 3 tips for banks seeking to digitize their processes.

/blog/ai-rpa-equals-smarter-onboarding-for-insurers
November 19, 2018 | By Brian Hettinger

AI + RPA Equals Smarter Onboarding for Insurers

Agents and advisors increasingly seek mobile document processing, digital client collaboration, and client self-service. Clients now demand greater choice and empowerment, with a digital-first omnichannel experience on their terms. Back- and middle-office operations personnel prioritize core system integration and flexible, automated and accurate compliance. And all of the above place process visibility high on their wish lists.

/blog/think-differently-unlocking-the-value-of-ai-and-rpa-in-banking
October 23, 2018 | By Kofax

Think Differently: Unlocking the Value of AI and RPA in Banking

Welcome to the second blog in our series: Kofax Conversations – Thought Leaders Talk “What’s Next” in Digital Banking. Throughout our series, we are featuring exclusive interviews with industry experts to help create a snapshot of where banks are on the digital continuum, where they’re going and the steps they’re taking to get there.

/blog/information-capture-for-digital-transformation
May 22, 2018 | By Ryan Bazler

Information Capture for Digital Transformation

In the previous blog, we discovered there are two sides of the information capture coin: capture of documents/emails (Cognitive Document Automation) and capture of electronic data (Robotic Process Automation). But information capture doesn’t exist in a vacuum; it needs a broader business process that orchestrates the document and data capture tasks and ultimately fulfills the customer request.

/blog/the-secret-sauce-how-to-engage-banking-customers-and-ensure-compliance
May 07, 2018 | By Brian Hettinger

The Secret Sauce: How to Engage Banking Customers and Ensure Compliance

It’s no secret that manual processes make it hard to keep up with changing compliance regulations and customer demands for fast, frictionless onboarding. New regulations are seemingly added every day—from Customer Due Diligence (CDD), including Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, to newer General Data Protection Regulation (GDPR) and Financial Crimes Enforcement Network (FinCEN) regulations (just to name a few).


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