Digitalization of Processes – RPA, BPM, Case Management, CRM, Marketing Automation, ECM, Fintech – focus on Banking

Best practices and applications in the Banking sector

While the digitalization of processes is a given and is already under way for the majority of financial institutions, it remains a reality that is difficult to implement in full.

Our ambition is to offer reading grids and a line of thought to any manager within a banking organization wishing to accelerate the digitalization of business processes.

Structured on five axes, we have defined a holistic approach integrating the specific context of each organization.

This study also aims to share concrete examples from the banking industry, supported by testimonials, and to review the solutions available in the market to implement such transformation.

• Strategic stakes of digital transformation
• Selection of processes to be digitalized
• Methodology
• Case studies
• Benchmark of market solutions

Below, the mappings of solutions available in this report:

Customer Relationship Management (CRM)
Salesforce, Oracle, Microsoft, Pega, SAP, IBM, Servicenow, Verint, SugarCRM, Hubspot, Creatio, Efficy, Freshworks, eGain, Infor, CRM Next, Avolin, Dynamo, Backstop, Junxure, Nexj…

Marketing Automation
Adobe, IBM, Salesforce, Oracle, Microsoft, Efficy, Selligent, Actito, SugarCRM, Splio, Emarsys, SAP, Marketo, Eudonet, Ines, OroCRM, NP6, SmartFocus, Iterable, Mailjet, Braze, Salesfusion, Act-On, Sendinblue, Highrise, Temelio, Cabestan, Hubspot, Graphinium…

Business Process Management (BPM) et Case Management
Appian, Pega, Appway, Camunda, Tibco, Microsoft, IBM, Salesforce, Oracle, Software AG, Bizagi, Genpact, K2, Axon Ivy, Hyland, Aura Quantic, Newgen, Agilepoint, Nintex, BP Logix, Flowforma, Jobrouter, RedHat, Kofax, Itesoft, Bonitasoft, PMG, Ultimus…

Robotic Process Automation (RPA)
UI Path, Blueprism, Automation Anywhere, Edgeverve, Nice, Kofax, Pega, WorkFusion, SAP, Another Monday, AutomationEdge, Softomotive, Servicetrace, Kryon, Helpsystems, Jacada, Antworks…

Enterprise Content Management (ECM)
Microsoft, Opentex, Hyland, IBM, Kofax, Box, Alfresco, SER, Laserfiche, Newgen, M-Files, Objective, iManage, Everteam, Nuxeo, Docuware, Micro Focus, Netdocuments, Arondor Flower…

Comply Advantage, NetGuardians, BEAM, DreamQuark, Pikcio, Verafin, Ocrolus, Datavisor, Trulioo, IDnow, Fenergo, Biocatch, Digital Reasoning, Alloy, Onfido, KYC Spider,, Principa, Personetics, Capacity, Finn AI, Clinc, Regmind, Aqmetrics, Fortia, Acadiasoft, Droit, Clausematch, Activeviam, Symphony, Ipushpull, Tethr, ThetaLake, Cloud9…

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