How a large Canadian bank turned manual, multi-step processes into smooth, streamlined digital experiences

A leading Canadian bank primarily used paper-based processes that introduced unnecessary complexity and error rates as high as 80%. Branch employees were completing manual, multi-step processes in a duplicative and complex manner, causing back-office costs to rise. These factors negatively impacted customer experience, slowed account opening times, and stalled the company’s digitization efforts.
How BMO rapidly transformed a disjointed process into an intuitive digital experience

BMO Financial Group (BMO) wanted to make their small business credit card application process easy and intuitive. They needed it done quickly, cost-effectively, and without disrupting their technology or IT teams.
5 challenges BMO solved by implementing a low-code automation platform

BMO Financial Group (BMO) wanted to make their small business credit card application process easy and intuitive.
Path to digitization: DIY automation

When I think about digital customer experience, I think back to last September when my husband and I were finalizing the mortgage paperwork for our new home.
Dinner before dessert: Why banks must digitize before they can automate

When you grow up with three siblings like I did, you quickly learn that dessert doesn’t last long, so you better dig in while you can.
The complete guide to double-entry accounting

What it is, what it’s for, and why you should use it.
What is CCM? A crash course for beginners

We all know that companies compete today based on customer experience.
Artificial Intelligence (AI) – The Terminator of Finance Professionals?

Today, AI plays a transformational role in accounts receivable (AR) for the organizations that use it. The question is — is it set to replace AR teams altogether? Watch our on-demand webinar to find out what AI and finance experts have to say.
CHG Healthcare reduces late payments with Quadient AR

Quadient AR helped CHG Healthcare reduce late payments and improve reporting to accelerate their cash flow. Read their story.
Finance Leader's Guide to Automating AP and AR

Smarter Finance: Future-proofing AP and AR workflows. Finance shouldn't be complicated. If outdated AP and AR systems are slowing you down, it's time for a smarter approach.