Automated Approval Processes: Overcoming Inconsistency and Bureaucracy in the Financial Services Industry
Download the free ebook to learn more about automating approval flows in the financial services industry to drive operational excellence.
About the content
One of the biggest challenges in the financial services industry is managing approvals for documents, contracts, payments, account openings, credits, loans, investments, and other services that involve risk and liability.
Daily work often relies on emails, spreadsheets, and paper forms. This approach undermines effective execution, hinders audits, and drives operational costs.
In this eBook, you:
• Understand how technology can provide greater agility and control over processes.
• Discover how automated flows eliminate delays and inconsistencies, optimize resource utilization, and ensure efficiency and happier customers.
About the author
Bruna Borsalli is a Product and Market Analyst at SoftExpert. Chemical and Occupational Safety Engineer with specialization in Quality Management, has experience in the area of HSE (Health, Safety and Environment), certification as Internal Auditor of Integrated Management System (IMS) - ISO 9001 | 14001 | 45001 and Six Sigma Yellow Belt.
