November 22, 2017The Forecast: Digital Onboarding Ahead

digital onboarding industry standardBy 2020, financial services firms will increase the number of technology-enabled tools they provide, says Roubini ThoughtLab’s latest study, Wealth and Asset Management 2022: The Path to Digital Leadership. This increase will enable the firms to create the seamless digital experience that customers,...

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November 16, 2017Embracing the Challenge: Onboarding Chinese HNWIs

china hnwi onboardingAccording to a recent study, China currently has over 1.5 million high net worth individuals (HNWIs). However, private banks have faced unexpected difficulties when attempting to onboard these clients. To address this, Appway recently hosted a roundtable discussion with a number of senior executives...

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November 13, 2017Why Swiss Re's Double Down Approach Increased Knowledge Worker Productivity

swiss_re_knowdge_workerIn 1959, Peter Drucker came up with the term “knowledge worker” to describe a worker who acquires, manipulates, interprets, and applies information to dynamic contexts. During the age of mass production, knowledge workers were the exception, but today they’re at the core of many organizations—particularly those...

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November 02, 2017Retail Banking is Ready for the Amazon Shopping Experience

RBI magazine retail bankingRetail Banker International interviewed Chiara Gelmini, Appway’s Business Practice Manager, to talk about how retail banks can effectively guide their customers through the online shopping process: There’s a lot of talk about customer centricity. What does customer centricity really mean?Customer centricity means putting...

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October 26, 2017Why the Path to Digital Leadership Starts with Onboarding

open_door_start_onboardingRoubini ThoughtLab’s newly published research study, Wealth and Asset Management 2022: The Path to Digital Leadership, surveyed 1500 industry leaders to explore what benefits they’ve gained from embracing the digital world. Along with showing that seamless omnichannel customer experience is a hallmark of digital leaders and...

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October 19, 2017Market Research into Digital Onboarding in Switzerland and Germany Paints a Picture of Mediocrity

!We have a problem, folks. Opening a bank account or getting a credit card should not raise your blood pressure. We have the technology to simplify onboarding, so why are banks still using outdated and inconvenient processes?In 2016, we wrote about the state of digital onboarding...

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October 12, 2017Going Beyond BPM: Case Management for Modern Workflows

This is an excerpt of our whitepaper, Adaptive Case Management: Managing Emerging Processes with Appway’s Case Engine. Adaptice Case Management in the Process SpectrumAppway Platform combines the complementary concepts of BPM and ACM to provide software support for any combination of structured processes and emerging...

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October 05, 2017Three Ways Regulators are Innovating the Financial Industry

regulation_innovation_filesFor good reason, regulations are often regarded as business inhibitors and innovation killers. Because there is growing pressure to be compliant and avoid negative reputational and legal impacts, whenever a new regulation enters into force, it becomes priority. Budget is often made available by shifting it...

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October 03, 20174 Steps to Digitally Onboarding HNWIs

shoes on stairs!Providing a stellar customer experience during onboarding should be the standard for all wealth management companies. But the truth is, private banks need to go above and beyond to accommodate their HNWI clients.Why?Because HNWIs have higher expectations, and if they’re not satisfied, they’ll go...

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September 28, 2017How Digitalization is Shaking Things Up in the Insurance Industry

insurance_digitalizationDigitally transforming the insurance industry is a key challenge that insurers are facing in today’s technologically savvy world. With some exceptions, the insurance industry hasn’t realized how far customers’ digital expectations have expanded beyond what it is offering. We sat down with Roger Brunner, Appway insurance...

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