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The Essential Guide to Automation in Financial Services

A strategic guide to gaining client trust, operational excellence and competitive advantage through automation in financial services.

Popular process automation examples

Loan Origination

Insurance Claims

Policy Administration

Wealth Management

Fraud Prevention

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We’re using Bizagi to orchestrate all that data coming in. We’re using Blue Prism and Bizagi to remove the noise that occupies most people’s days, and leaving people with valuable work. And we’re doing it all in parallel - that’s really the critical piece.”

Matt Lavoie

VP, Head of Automation and iBPMs development, Citizens Bank

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