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Take a deep dive into the world of automation

Curious about how Nintex can help you turn limitless potential into real results? Explore the articles below. Filter to find the best resource for you.

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What is incident management and request intake automation?

Incident management and request intake automation use structured workflows, rules, and system integrations to capture, prioritize, route, and resolve incidents and service requests. Instead of relying on manual handoffs, disconnected tools, and email threads, organizations can automatically assign work, notify the right teams, track progress, and maintain consistent communication. The result is faster response and […]

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How to automate KYC and AML checks

Automating Know Your Customer (KYC) and Anti-Money Laundering (AML) checks helps financial institutions verify identities, screen for risks, and manage compliance through consistent, auditable workflows. By replacing time-consuming email threads, spreadsheets, and manual reviews, organizations can accelerate customer onboarding, lower costs per check, reduce false positives, and strengthen oversight across every customer relationship. The basics […]

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How to automate employee offboarding

Employee offboarding involves coordinating tasks across HR, IT, Finance, Legal, and other teams when an employee leaves an organization. When these activities rely on emails, spreadsheets, and manual handoffs, important steps can be delayed or missed. Automating employee offboarding creates a consistent process for managing access, transferring responsibilities, recovering assets, and completing required documentation. The […]

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Guide to change management approvals in financial services

Setting the stage: What are change management approvals in financial services Some of the most risky moments in financial services are when things change. And change can come from any number of sources. New regulations create risks, opportunities, or confusion. Internal process chances can come from the board room, the team, or from a single […]

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Compliance approval workflows in financial services guide

Picture a product update, a new client communication, or a high-value wire transfer awaiting sign-off. The last thing you want is to have to scramble for the right approver, hunt down missing disclosures, or untangle an audit trail that feels like a puzzle. This Compliance Approval Workflows in Financial Services Guide can help you build […]

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Workflow automation in financial services: Streamline processes, reduce risk, and improve client experiences

Every financial services organization, whether a bank or an in-house service, must address a wide range of tasks, data, and decisions that reach across teams and systems to ensure that company processes run consistently and quickly. That’s where workflow automation in financial services provides coordination that replaces email and spreadsheets with governed, auditable workflows that […]

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Adaptive process orchestration: A practical guide

Adaptive process orchestration helps organizations coordinate complex workflows across people, systems, and AI, adjusting tasks and decisions as conditions change. By combining real-time data, business rules, and intelligent routing, it reduces delays, improves resilience, and keeps work moving toward the best possible outcome. The basics Definition:Adaptive process orchestration coordinates end-to-end workflows across people and systems, […]

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What are workflow processes?

Definition:A workflow process is a defined series of steps that organizes how work, information, and decisions move through an organization. Workflow processes help teams complete tasks more efficiently, improve collaboration, and support workflow automation. Quick Fact:Workflow processes help organizations move work from start to finish in a consistent, repeatable way, improving efficiency, collaboration, and accountability […]

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What is business process modeling notation?

Definition:Business Process Modeling Notation (BPMN) is a standardized visual language for mapping, documenting, analyzing, and improving business processes. It helps organizations increase workflow efficiency, improve process visibility, strengthen collaboration, and support automation efforts. Quick Fact: Business Process Modeling Notation (BPMN) provides a shared visual language for business processes, making it easier to identify bottlenecks, improve […]

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Streamline your customer compliance process with automation

Quick fact: Automating customer compliance processes helps organizations reduce manual work, improve accuracy, strengthen audit readiness, and respond more quickly to changing regulatory requirements. Definition:Customer compliance automation is the practice of using technology to automate compliance workflows, documentation, monitoring, reporting, and regulatory processes to improve efficiency, accuracy, and risk management. Key takeaways Why automate your […]

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How to automate customer renewals

Automating customer renewals helps organizations retain valuable customers, reduce churn, and create more predictable recurring revenue. Definiton:Customer renewal automation is the use of software and automated workflows to manage contract, subscription, and service renewals, helping organizations improve retention, streamline operations, and reduce manual effort. Key takeaways Understanding customer renewal automation In today’s fast-paced business environment, […]

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What is intelligent document processing (IDP)?

Intelligent document processing (IDP) uses artificial intelligence, machine learning, and optical character recognition (OCR) to automatically extract, classify, validate, and process information from business documents. Definition:Intelligent document processing (IDP) is a technology that combines artificial intelligence (AI), machine learning, optical character recognition (OCR), and workflow automation to capture, extract, classify, and process data from structured, […]

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What is agentic business orchestration?

Agentic business orchestration uses AI agents, workflows, systems, and real-time data to coordinate and optimize business operations autonomously across the enterprise. Definition:Agentic business orchestration is the coordinated use of AI agents, automation, workflows, systems, and real-time data to manage and optimize business operations dynamically. Unlike traditional automation that relies on fixed rules and isolated workflows, […]

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What are AI agents?

AI agents can autonomously analyze information, adapt to changing conditions, and make decisions in real time with minimal human intervention. Definition:AI agents are intelligent software systems that can operate autonomously, learn from real-time data, and make decisions based on changing conditions and ongoing interactions. Unlike traditional AI systems that rely on predefined rules, AI agents […]

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What is agentic orchestration?

It’s a methodology that integrates technology, processes, and human expertise to optimize workflows and decision-making. Definition:Agentic orchestration is the coordinated management of AI agents, business processes, systems, and data to enable autonomous decision-making and adaptive workflow execution. Unlike traditional automation that relies on fixed rules and predefined workflows, agentic orchestration dynamically responds to changing conditions, […]

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