Organizations that are best able to use advanced and integrated digital platforms and technologies proved to be the more resilient, and therefore, more successful at sustaining business continuity and growth during dynamic macro-economic and social environments.

Even before the pandemic, the digital economy required workers to operate as dynamic, outcome-focused teams that can quickly adapt to business demands and new market requirements – anytime, anywhere, with frictionless, secure collaboration tools.  This trend was accelerated by the pandemic, as was the move to the hybrid model of remote working.

For the financial services industry, workflows, business intelligence and AI are critical in the areas of:

• Loan origination – Accelerated loan intake, processing and archiving including, secure, external workflows across devices
• Client onboarding – Centralized, cloud-native, transparent, secure onboarding experience between client and internal teams
• Wealth management – Client’s increasing demand for more personalization, and a digital-first service, mean firms need advanced tools to service, manage the portfolios and engage with their customers

The long-standing IBM and Box partnership has been helping hundreds of organizations including world leading banks and financial services companies across the globe redesign their information architecture, embrace digital transformation, and integrated best of breed technologies, with an emphasis on the secure collaboration, business processes and workflows, in the Content Cloud.

Speaker:

Kwafo Ofori-Boateng, Vice President & Senior Partner – IBM Financial Services Kwafo Ofori-Boateng is a Vice President & Senior Partner within the IBM Global Banking team. In this role, he focuses on strategic client transformations and is embedded in the shaping and execution of key business and technology transformation outcomes. Mr Ofori-Boateng is also a part of the team that overseas the development and delivery of IBM’s points of view, strategy and execution of Digital Banking Transformations globally. He advises senior banking executives on the alignment of global trends and client needs with the technology and operations capabilities that will accelerate commercial propositions for enterprise-wide transformations, cost takeout and margin improvement as well as Customer Experience transformation and Business Model Innovation.

Vaneet Grewal, Managing Director, Financial Services Practice, BOX Vaneet Grewal is the Managing Director of the Financial Services practice at Box Inc. He is responsible for all Banking, Capital Markets, Investment Management and Insurance customers and the Go To Market strategy that Box rolls out across Financial Services in the Cloud Content Management sector. Vaneet hails from a long tenure of Banking Technology Executive leadership, having spent over a decade at Goldman Sachs in various Engineering and Product roles in London, India and New York City. Through his experiences, Vaneet comes to the table with a wide array of expertise across Workflow, Content Management and Business Decision Modeling as well as deep knowledge of most all street side and buy side banking functions.