Process automation and analytics for transforming enterprise functions, leveraging low-code platforms for delivery that's 10 times quicker than traditional methods Data & process automation for key business functions Successful data and process automation in financial services firms can be the key to operational efficiency, accuracy and improved regulatory compliance. Automation can also enhance the speed and accuracy of decision-making, increase scalability, and support the development of new products and services. Successful automation initiatives require strong leadership support, the right technology tools to enable the rapid automation of complex processes and skilled engineering teams to design, implement and manage effective systems designed for the business. Our Appian BPM and and Alteryx Automation teams bring together both deep business transformation experience and technical capabilities to deliver outstanding business outcomes rapidly on the Appian and Alteryx platform. ​ Are you operating a digital and automated business? Our experts can help you gain a better understanding of how much potential you have to leverage technology to accelerate growth, efficiency and control in your business area. Want to know more? Start by completing our Digital Acceleration Scorecard to get your personalised data maturity score, custom report and a free goals review discussion. What are the common digital and automation challenges? The finance function is required to service an ever increasing portfolio of changes and demands whilst needing to devote more time to partnering with business users to ensure decision making such as optimal pricing, optimal capital allocation, optimal hedging and more for driving maximum business value. The future of finance will be top down, from the skills and strategic aspirations to roadmaps and delivery frameworks Playbook defined from our experience delivering Appian into finance functions. Low risk and high value outcomes for the finance function Capture processes to ensure accuracy and repeatability Transparency on execution facilitating effective and objective review Continuous improvement with agile change implementation Drive automation with objectively prioritised and costed process steps Tightly controlled issue and risk management with automated execution Provide insight in optimisation of pricing, returns, capital usage and liquidity Real time predictions for business decision makers to make better decisions Top-down optimal capital distribution based on calibrated modelling Automated forecasting and predictive analytics Support new products, features and regulations in increasingly faster cycle times Be the organisational standard-bearer for efficiency Transparency on cost of the services provided to the business Service catalogues allowing the business to choose the service focus Eliminate shadow-finance functions duplicative, incorrect outputs Reduce cost sensitivity to volume and complexity Business process reengineering – don't automate the current state Problem solving – solving the root of issues rather than simply automating workarounds where possible Critical thinking – get the 80% right for 20% of the cost Boot strap capability for fast business outcomes, building momentum Leverage industry experience and prior implementation experience to avoid the pitfalls made by others Make sure the business outcome is delivered – not just the project NextWave's team has come from the client side so know the challenges of walking in our clients' shoes Secure – for holding client or secret internal data Connectivity – keep your data in your databases, Appian can connect seamlessly without requiring a copy Change velocity – keep track of evolving businesses without work-arounds Cost - low cost cloud and time to value realisation helps with challenging margin environments User friendly – low barrier to entry for users, allowing focus on the underlying work and not learning a complex system If you don't get the architecture right upfront, it will require a refactor at some point Requirements – make sure to focus on necessary requirements, not a wish list Scope creep – it happens, keep it under control and keep to the frequent value delivery drops

Day 2 – leverage agile working to continuously deliver, rather than have all requirements loaded into first delivery Solve the underlying problem – don't automate the existing state, understand and fix the underlying issues before building Business outcomes – project delivery and business outcome are not the same Our clients have realised development improvements and transformed their timelines, speeding up their processes. Digital transformation for a fast-growing fintech Delivering SEPA Solutions for a major commercial bank across 18 countries LIBOR transition: Automating LIBOR transition reporting with Alteryx Automated regulatory reporting solution for an international banking corporation Global month end close for a tier-1 global bank Process optimisation and automated accounting for a tier-1 global bank ​​ Process optimisation and automated accounting for a Tier-1 Global Bank ​​ IFRS17 Cost Allocation Engine — implementing a robust cost allocation approach for IFRS17 in Alteryx Insurance finance re-engineering: Addressing the operational risk of activities reliant upon Excel Bordereau processing: Automating bordereau reconciliations and approvals Tactical metrics for a leading insurer Measuring, managing and optimising end-to-end operational processes Automating bank-wide climate reporting disclosures Appian module delivery with upskilling of client resources Methodologies – The Nexus Strategy Playbook NextWave’s unique delivery methodology – the Nexus playbook, contains the process steps and deliverables we use to develop and execute a strategy. Rapidly identify current state – business objectives/pain points & opportunities, stakeholders, organisation, processes, data, technology. Definition of target state business footprint, capabilities and requirements, business targets & KPIs, solution concepts & roadmaps. Identify, evaluate & choose from business case & solution options, deployment approaches, service designs & implementation plans. Business case & delivery plan detail – services, solution, technology, data, operating model detail architecture & design. Service & product build – data, application and infrastructure integrations & testing. Deployment & operation. Benefits realisation & KPI measurement. Backlog and next phase opportunity review & prioritisation. Lessons learnt. Communicate & leverage. Learn more about the NextWave methodology Our digital focus areas Organisations need to automate away the baggage of production, freeing up capacity to redirect efforts. We deploy a unique combination of Appian and Alteryx technology features to provide rapid business outcomes. Data repository Enhanced user experience Business partnering Finance of the future Our technology partners NextWave Digital & Automation Perspectives Scaling self-service analytics with Alteryx One and Databricks Deterministic AI + MCP: A smarter architecture for enterprise AI Why your existing Alteryx workflows are your path to agentic AI When AI meets analytics: The case for Alteryx One Insights MCP Server The Agentic Bank: Insights from Banking Transformation Summit 2026 Focus your strategy, set your plan and modernise your business Our team have decades of experience in top-tier global banks and have a proven track record of delivering successful strategy plans and executing business solutions for clients. Their deep understanding of large scale organisational transformation will provide your business with innovative solutions that drive business growth. Interested in digital acceleration? Subscribe to NextWave for occasional email updates on the latest technology, acceleration approaches, news and NextWave events. You can unsubscribe from these communications at any time. Subscribe for our latest updates