Finance - Virtual Roundtable

Creating simplistic and synchronised processes for banking

10th June 2021 | 10:00am - 11:30am BST
How are you enabling the digital transformation needed to optimise workflows and meet customer demand for seamless digital experiences?

As technology has developed, there has been a rise in customer demand for seamless, instant, and automated digital experiences. For banks and credit unions, that means super-charging your digital strategy and moving digital evaluations to the top of your to-do list.

From new account opening, employee onboarding, loan application processing, income verification and anti-money laundering/KYC checks, modern banking relies on complex workflows and business rules requiring high degrees of automation to deliver an efficient, fast and transparent customer experience.
These workflows often involve the analysis of complex content or documents like ID cards or bank statements, including forensic level analysis to minimise the risk of fraud banks are transforming their workflows and bringing customer experiences to the forefront. So how do you get there?

Join Kofax and a select group of industry experts as we discover how to get the most out of automation, meet and exceed customer expectations and remain competitive in a crowded marketplace.

Discussion Topics

How has digital transformation affected your business as a whole and how have you seen that effect customer journey?
What steps have you taken to digitise the customer experience and what areas do you feel you are lacking?
How do you currently manage your processes from onboarding to more complex such as AML (Money Laundering) or income verification?

Your Host

Thought Leader
Jim Close Regional Vice President, UK&I, Kofax
Jim is a 38-year veteran of the UK technology market, with a variety of experience in… Find out more
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Naveed Tariq
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John Pillar
Line De Decker
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About Kofax

Kofax enables organisations to Work Like Tomorrow™—today. Kofax’s Intelligent Automation software platform and solutions digitally transform document intensive workflows. Customers realise greater agility and resiliency by combining our process orchestration, cognitive capture, RPA, output management, analytics and mobile capabilities to… Find out more
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A Meet the Boss Digital Roundtable is an independently moderated, thought-leading conversation about hot business-related topics. Conducted using bespoke video conferencing technology, each Roundtable gives execs the opportunity to connect with a select group of like-minded leaders without the need… Find out more
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