Financial services

Get best practice tips and recommendations for financial services, from a range of BPM experts.
How Promapp enables process automation.
Blog

How Promapp enables process automation.

Before you throw tech at your process automation, improve the odds of success by integrating RPA into great processes.

U.S. credit union creates an innovative culture.
Blog

U.S. credit union creates an innovative culture.

Randolph-Brooks Federal Credit Union standardizes and improves internal business processes to enhance members’ banking experience.

Millennials: know how to hold ‘em.
Byline

Millennials: know how to hold ‘em.

With an investment in technology, banks can appeal to tech-savvy millennials, while accomplishing routine tasks and reducing administration.

Process standardization drives efficiency and productivity.
Case study

Process standardization drives efficiency and productivity.

ClearView teams across multiple locations use Promapp to keep everyone on the same page, providing access to processes anywhere, anytime.

Successful credit union mergers.
Byline

Successful credit union mergers.

Mergers are inherently complex, but process management can significantly improve the odds of a successful merger, if managed effectively.

Demystifying process concepts and language.
Webinar

Demystifying process concepts and language.

Learn about the benefits of a process-led approach, including how it can drive improved business performance.

Why your management team should care about process.
Webinar

Why your management team should care about process.

Learn how to overcome resistance to develop a collaborative process improvement culture from this career general manager.

Build a compelling case for process improvement.
Webinar

Build a compelling case for process improvement.

Watch this webinar to get a 9-step guide to building a compelling case for a program of organizational change.

Leaders, create an environment where people and ideas thrive.
Webinar

Leaders, create an environment where people and ideas thrive.

Hear how leadership can make culture your innovation differentiator and help you gain a competitive advantage.

Process management: your digital disruption survival plan.
Webinar

Process management: your digital disruption survival plan.

Hear how the pressures of digital disruption hasten the need for well-understood business processes, illustrated with best practice examples.

Deliver innovation in a complex digital world.
Webinar

Deliver innovation in a complex digital world.

Join principal analyst at Intellyx and Promapp CEO as they discuss how enterprise organizations can create a repeatable, innovation process.