About
Today’s financial institutions are facing pressure to boost consumer confidence while still managing complex workflows and adhering to stringent regulations. According to Appian partner RSM US LLP, an audit, tax and consulting firm focused on the middle market, 48% of organizations say enhancing customer experiences is the most important goal of their growth strategy.

Join experts Matt Kramer, Director of Risk Consulting at RSM US LLP, and Doug Shum, Director of Financial Services Solutions at Appian, to learn how decision makers like you are using process automation to meet these challenges.
Agenda
  • A guided approach to delivering a modern customer experience through automation.
  • How to use data fabric to pull data into one source of truth while completing CLM tasks.
  • Insight into how firm-wide adoption of process automation can streamline operations.
Presenters
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Doug Shum
Director, Financial Services Solutions
With over 25 years of experience, Doug Shum is the Director of Financial Services Solutions at Appian Corporation, developing solutions to solve for the multiple financial institutions business needs. His primary focus is to design and develop solutions that enable this key market to face new competition in today’s digital- first world. The Connected Suite of Customer Lifecycle Management solutions help drive revenue growth, manage the ever changing regulatory environment, and drive efficiency in onboarding, servicing and KYC operations.
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Matt Kramer
Director, Risk Consulting, RSM US LLP
Matt Kramer has more than 16 years of financial services industry experience. In his current role, Matt provides risk consulting services, including internal audit, credit review and other related risk management services to financial institutions and financial services companies of all sizes, public and private. Most recently, Matt is focusing his time primarily in the delivery and implementation of automation tools to enhance processes and gain efficiencies for financial institutions and financial services companies across the United States.
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