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Security Statement
...All database volumes are encrypted. Server Management Security All data entered into the Processmaker application by a customer is owned by that customer. ProcessMaker employees do not have direct access...
Master Data Management Explained
Master data management allows organizations to improve the quality and consistency of their key data assets, including customer data, geographic data, product info, and asset data. In fact, master data...
New Customer Onboarding in Banking
...activities. The future of new customer onboarding All client interactions should be based on a single repository of customer data. For the customer’s data to be imported automatically, a single...
Expert Interview Series: Lidia Lüttin on Branding Automation for ProcessMaker
...lifecycle. Thanks to smart integration with our other modules, such as Web-to-Print, marketers can establish effective control from the creation to the final distribution of branded content. Moreover, simplicity, intuitiveness,...
How Banks Can Compete With Customer Experience
...take action to customer requests, helping to upsell tailored banking solutions based on customer interests and spending habits. In addition, the digital transformation to deliver better UX is a major...
Mastering Operational Excellence (OPEX) and Customer Experience (CX)
“You’ve got to start with the customer experience and work back towards the technology.” -Steve Jobs Operational excellence and customer experience present organizations with a classic “chicken or the egg”...
Process Intelligence for Real Estate
How a Nordic Real Estate company solved the visibility challenge of their customer service operations with Process Intelligence....
Business Process Management in 2024
...reinforcing the relevance of understanding the BPM lifecycle. Nowadays, BPM is one of the go-to frameworks that companies refer to when starting with digital transformation activities. It gets misinterpreted as...
5 Ways Agentic AI Transforms Employee Experiences
...their most critical human resource workflows. This intelligent automation approach covers the entire employee lifecycle: 1. Employee Onboarding Creating seamless first impressions Transform the new employee experience by automating document...
Five Steps to Digital Transformation in Higher Education
...courses is no longer an option. Monitor the student lifecycle from admissions to graduation The student lifecycle is a span of several years, or more, starting with recruitment and on...
Improving the Customer Experience in Banking
...its customer experience, it’s likely to succeed. However, what does that mean? The customer experience (CX) is how customers feel about your company and its products or services. It’s how...
The 6 Reasons Why Your Onboarding Process Loses Customers
...and analysis. Better customer care is a gateway to better customer experiences — and loyalty. Employees often see the most intense benefits of automation. Contrary to what some believe, this...
Process Automation within the Supply Chain
...How does automation improve the supply chain in retail? Improving the speed of the supply chain Increasing customer satisfaction Improving customer service Customer service Customer service is a good area...
Augmenting Customer Experience with Intelligent Data Capture
...the main competitive growth advantage lies with companies who have dramatically improved their customer experience. How much you can enhance customer engagement depends on whether you are ready to do...
Is It Time to Simplify Your Customer Credit Application Process?
...on someone’s desk until they discover it. A smart customer credit application process means customers find the process less daunting, and they get their answer sooner. The sooner a customer...
Designing a Digital Transformation Framework
Customer expectations have undergone a seismic shift. ‘Brand loyalty,’ once at the forefront of customer behaviors, has significantly waned in favor of a new loyalty—one that’s tied directly to technology....
Banking As A Service (BaaS): The Transformation from Financial Institution to Digital Organization
...with customer financial data. Open banking is a financial framework that untethered customer data from a centralized silo. It’s a practice where banks grant a third-party brand or business secure...
5 Ways Artificial Intelligence (AI) is Revolutionizing the Banking Industry
...while enhancing their customer engagement. Lately, the answer to improving onboarding and driving customer engagement has been AI. Using new technologies like machine learning and conversational AI, customers are able...
Does Augmented Intelligence Enhance the Customer Experience?
...the way industries conduct business. Enhancing the customer experience Digital transformation is driving corporate customer experience (CX) strategies today. “Of all of the initiatives that companies are spending under the...
The Robots Taking Over Your Office Job
...has persisted — and so have many of its dated processes. From backend operations to customer-facing efforts, automation is a response to the growing gap between customer demands and employee...
8 Insurance Workflows to Automate
...loyal customer relationships. 7. Customer Service Problem: Serving existing policyholders the right services at the right time requires better awareness of customer needs. Unfortunately, many traditional data insights lack the...
5 Ways Banks Can Improve The Account Opening Process
...interaction throughout the account opening process. 2. Strike a Careful Balance Between Compliance and the Customer Experience Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations have drastically increased the...
Does your bank have a fintech strategy?
...to leverage their significant trove of insights and data to improve customer journeys. By understanding customer behavior and preferences, banks can develop more personalized and efficient journeys that meet customer...