Earn up to 11.4 CPE Credits | Online Event 

Covid-19 has upended the global working order. For Banking, Financial Services and Insurance (BFSI) in particular, there is a more urgent need than ever before to digitize paper-heavy process, and automate manual, repetitive tasks at a rapid pace to help combat the economic fallout from an unprecedented global shutdown. 

As a follow up to our industry leading Intelligent Automation for BFSI event this past February in NYC, we present the first virtual edition of BFSI, giving you access to panel discussions, use cases and virtual roundtables from BFSI thought leaders as well as leading service providers on topics including but not limited to:
    • The New Normal for BFSI: Covid-19, Business Continuity and Risk Reduction
    • Delivering the Best End-User Experience and Business Value from Virtual Assistants in a BFSI Environment
    • Focusing Automation on Small Deployments and Quick Wins for Immediate Short-Term Gains
    • Layering AI, ML and RPA for Intelligent Document Capture
    • Automating Auditing and SOX Compliance

Introducing Our Powerhouse Speakers

Craig Libby

Craig Libby

Retired, Head of Risk Management Data, Analytics, Reporting and Quality Monitoring


Jose Manuel Perez Rebellon

Jose Manuel Perez Rebellon

AVP Intelligent Automation

Amerant Bank

Rachel Lockner

Rachel Lockner

AVP, Finance Process and Automation Lead


Ketan Vanjara

Ketan Vanjara

VP and Enterprise Coach


Christopher Frankland

Christopher Frankland



Kimberly Sawyer

Kimberly Sawyer

VP of Process Automation and Onboarding Capabilities for Global Commercial Services

American Express

How Will I Network Virtually?
We know that nothing beats a face to face interaction (it's why are in the conference biz), but since we can't make that happen for you we have set up multiple networking opportunities at our digital event so that you can continue to grow your connections.

Event Groups

Start the conversation way before the event kicks off by joining our event groups on LinkedIn and MeetUp! Ask our speakers your most pressing questions, check in with peers to see how they are navigating through this time, or just stop by to say hello! 

Happy Hours

Winding down is important after a long day of work - even if it is from home. Take part in our virtual happy hours that allow you to get valuable 1 on 1 time with your fellow attendees and sponsors!

Demo Drive

Visit our sponsors virtual booths and pick up all the information you need to make an informed decision about the next technology you will be implementing and also speak with a representative to hear all they have to offer!

Live Chat

Have a question you want answered right away? Use our live chat feature to ask your peers what they think, get expert advice from our speakers, or find out a solution you didn't know existed!

Mobile App

Stay connected even when we aren't "in session." Our mobile app allows you to chat with our attendees all through the event days so that you can stay in touch and contact your new network whenever is most convenient for you!


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.


The executive roundtable event discussions are held on a video chat platform. Kept to smaller groups of 12 or less so that everyone is able to visually connect, these help senior business leaders still get that face-to-face time with like-minded people, experiencing similar current challenges.

Automating Auditing &
SOX Compliance

As automation projects become more wide-spread throughout an organization, internal risk departments become more concerned about the potential breaches in compliance. Automation itself can be a source of compliance by automating internal auditing processes and providing real-time updates to regulation.

Increase the Speed of Financial Transactions Using Process Mining for Operational Excellence

As customer-centricity becomes a key differentiator between competitors in the BFSI space, improving the speed of service delivery can be accomplished by re-evaluating existing operational processes. While process mapping has been a previous solution, process mining is emerging as a faster and more comprehensive alternative.