July 14 - Day 1

**All times in EST**

9:00 am - 9:15 am Networking Break

9:15 am - 9:30 am Networking Break

9:30 am - 9:45 am Networking Break

9:55 am - 10:10 am Opening Remarks

A good opportunity to log in to On24 to make sure you can view the briefs & participate in the discussions.

10:00 am - 10:30 am USE CASE How John Hancock Manulife Leverages AI to Digitize Cursive & Handwritten Documents and Conquer Analog Client Correspondence

Chris Miller - Head of Global Robotics, John Hancock Manulife

John Hancock Manulife uses AI-enabled Cognitive Machine Reading (CMR) to capture, classify and digitize their documents and data, including handwriting and cursive. This presentation shows how John Hancock Manulife streamlined bank authorization change processing within their Long Term Care division by ingesting and curating all available data (structured and semi-structured and unstructured) and making it usable for data transport, right at the start of the automation process. Join this session to learn how to:


  • Realize a 65% accuracy and 75% reduction in manual processing
  • Utilize all insurance data – structured, semi-structured and unstructured for processing
  • Harness AI, NLP and ML to capture, classify and digitize all your company’s documents and data
  • Achieve greater compliance and better business productivity
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Chris Miller

Head of Global Robotics
John Hancock Manulife

10:30 am - 10:45 am Q+A with the Speaker

Submit your questions to the speaker in the dialogue box

10:50 am - 11:20 am USE CASE How AmEx is Layering AI, ML and RPA for Intelligent Document Capture

Kimberly Sawyer - VP of Process Automation and Onboarding Capabilities for Global Commercial Services, American Express

At American Express, Intelligent Document Capture is being utilized to fully digitize paper-laden processes. The tech combines optical character recognition with machine learning and content management for data extraction, analysis and action.

Join this session to understand the business impact of IDC at AmEx including...

  • Embedding RPA and AI into processing complex documents and emails
  • Centrally managing and utilizing structured and unstructured forms of data
  • Use case applications: from invoices, to claims and policy processing
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Kimberly Sawyer

VP of Process Automation and Onboarding Capabilities for Global Commercial Services
American Express

11:20 am - 11:35 am Q+A with the Speaker

Submit your questions to the speaker in the dialogue box

Covid-19 has introduced a new normal to the workplace. Leaders in Banking, Financial Services and Insurance need to spearhead strategies that anticipate and negate the impact of a workforce that may be working from home consistently in the next 12-18 months, with less access to the physical infrastructure that enables paper use.

This panel discussion will include but not be limited to....

  • Anticipating the second wave of working from home, and planning accordingly
  • Assessing the hard dollar impact of automation expenditure versus ROI
  • Working with third party vendors, and when to consider outsourcing or in-house management
  • Cost shifting vs cost reduction: when to invest in work at home infrastructure for automation dev-ops
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Sean Chou

CEO and Co-Founder
Catalytic

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Craig Libby

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

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Jerome Dwight

Former CEO, BNY Mellon Canada; Board Advisor
Executive at Royal Bank of Canada, Cox Enterprises, Bayshore Capital Private Equity

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Ryan Brown

Chief Enterprise Architect - Cloud
Visa

12:10 pm - 12:25 pm Q+A with the Speaker

Submit your questions to the speaker in the dialogue box

12:30 pm - 12:45 pm NETWORKING BREAK


12:50 pm - 1:20 pm Delivering the Best End-User Experience and Business Value from Virtual Assistants in a BFSI Environment

Jose Manuel Perez Rebellon - AVP Intelligent Automation, Amerant Bank

Virtual assistants provide more advanced opportunities to improve business processes than chatbots. For one, while chatbots are used to answer scripted queries, virtual assistants are capable of completing multistep tasks. For BFSI, leaders must careful to mitigate the risks that virtual assistants can pose.

This session will provide key insight into the business value of virtual assistants, including...

  • Bespoke versus off the shelf products: the pros and cons of each
  • Virtual Assistant capabilities, and the right occasions to use one instead of a chatbot
  • Mitigating risk: from ensuring professional behavior on the frontline to protecting data security in the backend
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Jose Manuel Perez Rebellon

AVP Intelligent Automation
Amerant Bank

1:20 pm - 1:35 pm Q+A with the Speaker

Submit your questions to the speaker in the dialogue box

1:35 pm - 2:05 pm VIDG Improving Operational Efficiency and Compliance in Trade Finance

Overcome the challenges in the trade finance compliance check process – Join us for a discussion on the potential for more regulations to investigate the flow of money.

Blockchain technology could facilitate the use of electronic documentation for high confidence and validity of documents. Are you preparing for global regulations? If not, what are the alternatives?

What software tools are you using (either out of the box or self-built)? We will discuss your satisfaction level with your current automation process/efficiency and areas of improvement.

2:10 pm - 2:40 pm VIDG (Repeat) Improving Operational Efficiency and Compliance in Trade Finance

  • Overcome the challenges in the trade finance compliance check process – Join us for a discussion on the potential for more regulations to investigate the flow of money.
  • Blockchain technology could facilitate the use of electronic documentation for high confidence and validity of documents. Are you preparing for global regulations? If not, what are the alternatives?
  • What software tools are you using (either out of the box or self-built)? We will discuss your satisfaction level with your current automation process/efficiency and areas of improvement.

Change can be difficult within BFSI because of organizational complexity and strict regulation. When the aim of agile is to deliver a minimum viable product quickly and to the benefit of the end-user, combining agile with IA transformation provides a solution focused system of delivery.

This session will demonstrate...

  • How agile simplifies production processes and gains a greater oversight of an organization
  • The business impact of using agile as a method for project delivery
  • Creating a culture of continuous improvement through fast iterative updates
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Jerome Dwight

Former CEO, BNY Mellon Canada; Board Advisor
Executive at Royal Bank of Canada, Cox Enterprises, Bayshore Capital Private Equity

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Doug DeBono

Director Sales
Kryon

3:10 pm - 3:25 pm Q+A with the Speaker

Submit your questions to the speaker in the dialogue box


VIRTUAL ROUNDTABLES

VIRTUAL ROUNDTABLE

3:25 pm - 4:25 pm V-IDG: Transform RPA and Extend Customer Experiences with Intelligent Chatbots
Jessica Gopalakrishnan - Senior Director for Marketing, Cognigy

Hear shared experiences and insights from insurance executives on how: 

  • COVID-19 has accelerated urgency to innovate chatbots coupled with RPA, AI or ML compared to simple web chatbots 
  • Intelligent chatbots and virtual agents impact customer and employee experiences 
  • Conversational AI opens up new possibilities for intelligent automation, including RPA 
  • To lessen developer dependency and better manage chatbot outcomes across the enterprise 


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Jessica Gopalakrishnan

Senior Director for Marketing
Cognigy

VIRTUAL ROUNDTABLE

3:25 pm - 4:25 pm V-IDG: Change, Improve, Automate. How to identify Smart Workflows to Transform your Organization
Nasir Feerasta - Customer Solutions, Catalytic
  • Learn how to identify inefficiencies in your organization
  • Discover how to execute effective workflows that will create the digital agility your organization needs.
  • Walk away with actionable steps to get started today


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Nasir Feerasta

Customer Solutions
Catalytic

Similar to a roundtable IRL, a V-IDG is a discussion held over video chat. Kept to smaller groups of 15 or less so that everyone is able to visually connect, V-IDGs help senior business leaders get face-to-face time with like-minded people, experiencing similar current challenges. When executive decision makers are facing many of the shared problems across departments, industries, and countries, it’s imperative that they share their found pieces of the jig-saw puzzle. Only then can they collectively start piecing together the whole picture.

4:30 pm - 4:45 pm Networking Break

4:45 pm - 5:00 pm Networking Break

5:00 pm - 5:15 pm Networking Break

5:15 pm - 5:15 pm End of Day One