Knowledge Hub · Latest Thinking
Articles and webinars for financial services leaders.
AI & automation · Article · 4 min read
30–50% of RPA projects fail. Here's how to get RPA-ready.
RPA can cut the operating expense of a manual process by 20–40% in a year. Our seven-point checklist for making sure yours isn't one of the failures.
Sheila Shaffie · March 2019
Everything
- AI & automation
Article · Feb 2024
You are exposed to generative AI risks, whether you use it or not
A $25M deepfake wire fraud shows why every institution needs a generative AI risk posture, even if it has not deployed generative AI itself.
- AI & automation
Article · Jun 2023
Intelligent automation: what is it and how to start
The fourth industrial revolution, a labour shortage and rising customer expectations: the perfect storm, and where to begin with intelligent automation.
- Lean & process
Webinar · Sep 2019
Agile & Lean Six Sigma: a playbook for integrating two powerful methodologies
Agile and Lean Six Sigma need to coexist in harmony. Blended properly, these two powerful methodologies enable innovation and transformation. Learn how to integrate them and harness their strengths.
- Lean & process
Article · Jun 2019
Who and what are process architects in the financial sector?
Not IT, not project managers, not business analysts. Process architects are the problem solvers who draw the blueprint for how a financial institution's processes need to evolve.
- Customer experience
Article · May 2019
Good enough is not the goal of CX and transformation initiatives
"I'm sure whatever you build will be better than what we are currently doing" is the kiss of death. Why you should never automate a process that isn't fully understood.
- Lean & process
Article · Apr 2019
Process architecture is at the core of business transformation
You wouldn't build a house without a blueprint. So why pursue a multi-year digital transformation without a process architecture?
- AI & automation
Webinar · Apr 2019
Process and RPA: the must-haves
A 20-minute presentation on where RPA fits into the automation agenda, the tactical requirements for success, and the ProcessArc framework for implementation.
- Lean & process
Article · Feb 2019
Digital transformation: re-imagining the wire transfer in 3 days
The real cost of a wire transfer was nearly 3× the fee charged. 150 steps, 10 systems and 90% rework. How we redesigned it in three days.
- Customer experience
Webinar · Feb 2019
Customer experience: a key differentiator for your brands
A client's journey to re-imagine how new customers are onboarded, and how the redesigned process uncovered opportunities for AI and RPA.
- Customer experience
Article · Oct 2018
Key elements of good client experience
Simplicity, visibility and empowerment: the three elements at the core of client experience in commoditised, high-volume industries like banking and insurance.
- Lean & process
Whitepaper · Feb 2012
A square peg in a round hole: why manufacturing Six Sigma won't work in financial services
Manufacturing is driven by tangible products; financial services by information. Four reasons the factory version of Six Sigma fails in transaction-based financial institutions.
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