Earn up to 11.4 CPE Credits | Begins 9:45am EST, July 14

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

Ryan Brown

Ryan Brown

Chief Enterprise Architect - Cloud


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.


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.