A pandemic-challenged year has accelerated digital transformation plans for financial institutions. The increased use of digital channels have forced banks, credit unions and other FIs to improve their product origination and digital onboarding capabilities, while those further down a digitization path have built upon existing capabilities to better serve existing and new customers. Enhanced customer and member experiences, reduced cycle times, and a faster lending process are just some of the benefits of a successful end-to-end digital platform.
In this session, a panel of digital product and innovation representatives from Truist Bank, nCino and OneSpan discuss first-hand experiences when modernizing the issuance of Paycheck Protection Loans (PPP) and new account openings to businesses in financial distress during the pandemic. They also share best practices for how to expand e-signature use and work towards a Center of Excellence.
Additional topics include:
- The role of integrations in self-serve digital engagement;
- Best practices for moving beyond an initial e-signature deployment;
- Identity verification and authentication considerations for remote transaction
Presenters:
- Larry Perino, Manager, Business Program Development, Navy Federal Credit Union
- Jamie Groudle, SVP Enterprise Banking, nCino
- David Choman, Smart Workflows, Truist
- Sameer Hajarnis, eSignature Practice Leader