Smart Process Applications: What are they and how are they revolutionizing financial services processes?

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Wednesday, April 24, 2013
07:00 PM - 08:00 PM BST
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Smart Process Applications: What are they and how are they revolutionizing financial services processes?

Learn how leading financial service organization are leveraging next generation BPM tools to streamline processes

Leading Financial Services organizations are turning to Smart Process Applications, which are pre-built, next generation BPM applications designed to support the collaborative, unstructured processes that are essential to providing superior customer service and reducing operating costs. But how exactly do they work and how can they help you to streamline processes and reduce costs?

In this webinar BPM expert, Nathaniel Palmer from Business Process Management, Inc. and Michelle Dufty from OpenText will share the results from a recent survey on how organizations are managing information in today’s business environments and why there is a need for Smart Process Applications to support the collaborative processes that are essential to being competitive.

Join this webinar to:

  • Learn what Smart Process Application are and how leading organizations are leveraging them to streamline processes such as new account opening, client servicing, and claims management to provide a better experience while reducing costs
  • Identify ways to improve customer insight with a dynamic case folder to store all of your customers’ account information, policies, claims, interactions, relationships, and correspondence.
  • See a demonstration of how these technologies can accelerate decision-making with pre-configured cases, processes, and reporting that incorporates the latest capture, mobile, social, and analytics technology.


Attendees will receive a free copy of Nathaniel Palmer's recent whitepaper: Smart Process Applications: Accelerating Time to Value.

This webinar takes place at 09:00 AM EDT (New York) / 14:00 BST (London) / 15:00 CEST (Paris). For additional time zones, please use the time converter at If you miss the release time, don't worry - this webinar will also be made available on demand.


Nathaniel Palmer
Vice President and CTO
Business Process Management, Inc.

A best-selling author, practitioner and one of the originators of Dynamic Case Management, Nathaniel is co-author of a dozen books on innovation and knowledge work, including “How Knowledge Workers Get Things Done” (FSI 2012),  “Social BPM” (Future Strategies), “Mastering the Unpredictable” (MK Press, 2008), “Excellence in Practice (FSI 2007), as well as the “Encyclopedia of Database Systems” (Springer Reference, 2007) and “The X-Economy” (Texere, 2001).  Nathaniel has been the Chief Architect for projects involving investments of $100 Million or more, and frequently tops the lists of the most recognized names in his field.  He was the first individual named as Laureate in Workflow. He has been featured in media ranging from Fortune to The New York Times, and has authored several articles in publications such as Intelligent Enterprise, KMWorld, CIO and InformationWeek, as well as a featured expert on National Public Radio, World Business Review, and The Emerald Planet in conjunction with Internet pioneer Vint Cerf.

Michelle Dufty
Director, Product Marketing

Michelle Dufty is the Director of Product Marketing for BPM Solutions at OpenText. She defines the strategy, messaging, positioning, and oversees the go-to-market campaign initiatives for BPM and Case Management. Michelle has over 17 years of product marketing, product management, sales engineering, and consulting experience from the management consulting and enterprise software industry, defining and marketing technology solutions to support customer’s requirements.