Category Archives: Financial Services

The Robotic Process Automation Journey

The emergence of Robotic Process Automation as a technology that utilizes software “robots” or artificial intelligence (AI) workers is projected to be a $60 billion industry by 2025. Now is the time to start your journey and take advantage of the cost savings and ability to re-focus your staff on higher value activities. Continue reading The Robotic Process Automation Journey

Infographic: Next Best Action for Roboadvised Offerings

Next Best Action (NBA) is methodology designed to maximize strategic customer lifetime value and loyalty, improve the ability to deliver service and increase customer satisfaction, and optimize events that drive business outcomes one interaction and decision at a time. It is a sophisticated set of predictive analytics for decision management built around each customer making it possible for every interaction with the customer to be productive and meaningful. Continue reading Infographic: Next Best Action for Roboadvised Offerings

Infographic: Next Best Action for Targeted Client Investment Recommendations

Next Best Action (NBA) is methodology designed to maximize strategic customer lifetime value and loyalty, improve the ability to deliver service and increase customer satisfaction, and optimize events that drive business outcomes one interaction and decision at a time. It is a sophisticated set of predictive analytics for decision management built around each customer making it possible for every interaction with the customer to be productive and meaningful. Continue reading Infographic: Next Best Action for Targeted Client Investment Recommendations

Don’t Miss Knowledgent at the 2017 Data Governance Financial Services Conference

Knowledgent is very excited to announce that we will be speaking alongside TD Ameritrade at the upcoming Data Governance Financial Services conference, taking place October 5-6 in Jersey City, New Jersey! Continue reading Don’t Miss Knowledgent at the 2017 Data Governance Financial Services Conference

Innovating Business Through Data – Part 6: Trade Lifecycle Automation

Part 6: Trade Lifecycle Automation 

This new series focuses on how Machine Learning, Natural Language Processing, and Robotic Process Automation are changing the face of business. Each post contain a specific use case, the business value derived, and the technology synopsis to achieve the outcome. Continue reading Innovating Business Through Data – Part 6: Trade Lifecycle Automation

Innovating Business Through Data: Part 5 – Back Office Automation

Part 5: Back Office Automation

This new series focuses on how Machine Learning, Natural Language Processing, and Robotic Process Automation are changing the face of business. Each post contain a specific use case, the business value derived, and the technology synopsis to achieve the outcome. Continue reading Innovating Business Through Data: Part 5 – Back Office Automation

Opportunities Across Financial Services Critical Compliance Areas

Although Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations have been around for some time, firms still struggle with effectively operationalizing their organizations in a manner which is both regulatory compliant, as well as customer-friendly. Continue reading Opportunities Across Financial Services Critical Compliance Areas

Learn How to Avoid Bad Outcomes in Data Governance with Knowledgent at Collibra University

Ashish Haruray, a Solution Partner with Knowledgent and a Collibra Certified Ranger, recently partnered with Collibra University to discuss the lessons learned through a failed data governance initiative, and what could have been done to prevent it. Continue reading Learn How to Avoid Bad Outcomes in Data Governance with Knowledgent at Collibra University

Roboadvisors Part 3: Staying Ahead of the Flock

This is the third post in our Roboadvisors Series. For part 2, please click here.

If you are a company that offers Roboadvisor services to individuals and businesses, you need to be able to stand out from the rest – not merely, but substantially. Here are a few ways that can help you achieve competitive edge: Continue reading Roboadvisors Part 3: Staying Ahead of the Flock