White Paper

Banking on Automation

How banking and financial institutions are automating toward operational resilience

Forward-thinking banks know: operational strategy must go beyond cutting costs, maintaining compliance, and other basic efficiencies. Global crisis after global crisis highlights just how critical it is for operations to also be scalable, flexible, and adaptable — in a word, resilient. 

This new report from WorkFusion and Chartis Research presents findings from interviews with Tier 1 and 2 banks and FIs on the key role of automation in their operational resilience, especially when it comes to CLM and FinCrime.  

In this white paper, you will learn:

  • Why banks must shift from automating individual processes to automating an entire lifecycle  
  • Why banks are aligning back-office operations with the customer journey  
  • Case study: See a Tier 1 bank’s CLM process before and after automation  
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