Earn up to 7.2 CPE Credits | Begins 11:00am EST, November 12

In the wake of Covid-19 the Banking, Financial Services and Insurance (BFSI) industry pivoted quickly using robotic process automation to digitize paper process and reduce manual administration. Going into 2021, BFSI needs to start thinking of Intelligent Automation as a long-term strategy. As online banking and insurance start-ups offer increasingly competitive services, legacy laden institutions need intelligent automation now more than ever to close the gap in an agile marketplace.

In its third iteration for 2020, we present the second virtual edition of Intelligent Automation for BFSI, giving you access to leading keynote speakers, business value use cases and thought provoking panels. Join next-gen service providers and executive speakers in conversations including but not limited to:

    • Driving an ecosystem of innovation in the manual, risk-laden BFSI Vertical
    • The future of BFSI: From paperless claims, to intelligent documents processing, automated screening and process discovery
    • Utilizing automation to deliver customer centric services
    • Controlling risk and automating screen testing

Agenda at a Glance

November 4, 2020

11:00-11:15am EST: Opening Remarks 

11:15-11:45am EST: Keynote: Utilizing Intelligent Document Processing (IDP) to Capture Unstructured Data

12:00-12:30pm EST: Panel Discussion: Straight through Processing in a BFSI Context

​​​​12:45-1:50pm EST: Roundtables

1:50-2:20pm EST: Break

2:20-2:50pm EST: Achieving Higher Value SOX Compliance with Intelligent Automation

3:05-3:35pm EST: Closing Keynote: Governance and Communication for Effective Automation 

3:35pm EST: Closing Remarks

November 5, 2020

11:00-11:45am EST: Opening Remarks and Keynote Panel: Driving an Ecosystem of Innovation in the BFSI Vertical

12:00-12:30pm EST: Customer Service and Automation: Delivering a Competitive Edge in a Growing Market

12:45-1:50pm EST: Roundtables

1:50-2:20pm EST: Break

2:20-2:50pm EST: Conversational AI: Utilizing Virtual Assistants and Chatbots

3:05-3:50pm EST: Fireside Chat and Closing Remarks: Applying Machine Learning (ML) to Solve Challenges in a Manual, Risk Laden Industry

Introducing Our Powerhouse Speakers

Drew Aldrich

Drew Aldrich

Managing Director

American Family Ventures

Jeff Czischke

Jeff Czischke

Director of IA

Northern Trust

Robert Gerbin

Robert Gerbin

VP Global Payroll Leader

Wells Fargo Co.

Daniel Moore

Daniel Moore

Senior Vice President, Head of Operations

QBE North America

Julio Zerecero

Julio Zerecero

Digital Banking Legal Director


Pankaj Vij

Pankaj Vij

Director, Enterprise Architecture & Innovation

Jackson National Life

Tony Higgins

Tony Higgins

Chief Technology Officer

Blueprint Software Systems

Don Matheson

Don Matheson

Automation Lead

Large, Global Investment Bank

Take Advantage of Our AI-Powered Virtual Networking Opportunities – You Won't Find These Anywhere Else!

1:1 Live Video Meetings

Connect with your peers and set up a video conference in the event platform during the event.

Private Linkedin Group Event

Join the event group and get some new connections weeks before the event starts. Join Here!

Live Chat and Q&A

Get expert advice from our speakers, or find out a solution you didn't know existed!

Zoom Breakout Sessions

Break into small groups at the event. We want you to learn and connect as much as possible.

Messaging on Mobile App

We are giving you more than one option to connect with all attendees, you pick wich one works best for you.

Virtual Happy Hours

Winding down is important after a long day of work - Make your favorite drink and join us for some networking post event.


SSON and IA operates under three distinct brands - SSON, SSON Analytics and SSO Week - the biggest and longest running SSO event series. Each offers SSO professionals the information, tools and connections they need to succeed.

Our partners work with us to amplify their content and position their brand through highly targeted lead generation and thought leadership Omni channel campaigns.