Streamly Snapshot: Unpacking the Impact of Automation in Finance

Automation has helped the financial services industry advance rapidly. It not only helps firms save costs and better serve users, but it has also influenced everything from customer service to regulatory compliance. However, as the industry continues to embrace automation, what should financial institutions consider to ensure innovation doesn’t overshadow empathy and trust?

You are viewing: Streamly Snapshot: Unpacking the Impact of Automation in Finance

In this Streamly video, Finovate Research Analyst David Penn and ShareFile Director of Sales for Financial Services Matt Geiger speak about the transformative effects of automation on the finance sector. They explore the opportunities, challenges, and the balance required to implement automation effectively while maintaining a human touch.

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“In some ways, automation is awesome because we can take these workflows and have our people focus on more specialized activity… The place that we need to find when we’re talking about automation is to find the balance between [automation and manual activity]. What should I automate and what should I have as a personalized customer experience that’s not automated where humans can interact with each other? And we need to have a balance of both of those things.”

ShareFile provides secure document sharing and workflow automation solutions for companies in a range of industries. Founded in 2005, the North Carolina-based company helps its financial services clients document workflow automation, enhance and simplify their client collaboration, and it also aids them in regulatory compliance.

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Matt Geiger has been with ShareFile for three years and currently serves as the company’s Director of North American Sales. With over 20 years in tech sales, Matt develops go-to-market strategies that deliver exceptional value. Before ShareFile, he spent 13 years in the partner community, building strategic alliances and driving success. Matt began his career as a teacher and coach, shaping his leadership style and commitment to team development.

Photo by Pavel Danilyuk

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