How to achieve agility in financial services

Why focusing on internal business processes helps financial services organizations adapt to changing customer expectations and remain competitive against innovative competitors

Add bookmark
glass-skyscrapers-yellow-background

The pressure for established financial services (FS) organizations to digitally transform is increasing due to the need to remain competitive against innovative startups, fintech and challenger banks. However, massive legacy systems and regulations do not make it easy for these companies to become more agile.

By optimizing internal business processes, FS organizations will be able to function more efficiently and encourage technological innovation that will improve operations, competitiveness and customer delivery.

This PEX Network report, created in collaboration with Nintex, provides expert recommendations from the likes of PSCU and TD Wealth, and real-life success stories from Auswide Bank, Lloyd’s Bank and Banco Santander. It aims to provide an understanding of where the industry is moving toward and how to get there.

Download this PEX Network report to:

  • Understand why established FS organizations need to become more agile and remain competitive in a fast-evolving market.
  • Learn how to leverage data to achieve operational excellence in the virtual space and improve customer experience and operational efficiency.
  • Find out how emerging technologies are revolutionizing the FS sector and real-life implementation stories.

PEX Network's reports provide in-depth research on a specific topic.

Sponsored By:

More From Nintex Content Hub

Lessons in open-source change management from the farm

Open-source change management is a collaborative approach focused on people working together rather...

 2025-11-27  by Bree Barsanti
Lessons in open-source change management from the farm

Agentic business orchestration: The secret sauce for success

Agentic business orchestration uses process tools to identify strategic AI outcomes and manage the r...

 2025-10-30  by Bree Barsanti
Agentic business orchestration: The secret sauce for success

Lessons in continuous improvement from the farm

Explore the parallels between continuous improvement and rural farming

 2025-09-24  by Bree Barsanti
Lessons in continuous improvement from the farm

3 ways to unlock the power of decentralized process management

How to achieve and sustain decentralized process management across your organization

 2025-08-29  by Bree Barsanti
3 ways to unlock the power of decentralized process management

Charting a course to continuous improvement

Learn how to take the right path to continuous improvement by combining the skills of process expert...

 2025-08-05  by Bree Barsanti
Charting a course to continuous improvement

Recommended