July 15 - Day 2

**All times in EST**

9:45 am - 10:00 am Pre-Session Check

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

RPA is most valuable when it's applied to low-skill, high volume tasks. In the wake of Covid-19, BFSI organizations are focusing on the short-term gains to deliver immediate operational efficiencies, in environments that can no longer rely on paper.

In this discussion, our panelists will discuss the opportunities and challenges of quick wins...

  • The real value in enabling citizen developers automate smaller everyday tasks
  • The ROI of combining RPA with business intelligence tools analyse the efficiency and productivity of RPA
  • The dangers of "Quick-Win Syndrome" and avoiding underlying inefficiencies
  • The value of focusing on processes before automation, to target the root cause of inefficiency
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Christopher Frankland

Founder
InsurTech360

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Rachel Lockner

AVP, Finance Process and Automation Lead
Moody's

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Kimberly Sawyer

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

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Jose Manuel Perez Rebellon

AVP Intelligent Automation
Amerant Bank

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

Submit your questions to the speaker in the dialogue box

10:50 am - 11:20 am How MetLife Utilizes Intelligent Process Automation to Digitize Unstructured Document-Based Workflows

Sean Nicolello - AVP for Digital Automation, Metlife
Tom Wilde - CEO, Indico

Join this session to hear how MetLife is utilizing Intelligent Process Automation for document intake, understanding, and digitization.

 

Join this session to learn

  • How intelligent process automation provides a one-stop solution for document intake, document understanding and document digitization from structured to unstructured documents. 
  • How to select automation use cases that demonstrate real ROI
  • How to determine if a vendor can truly address unstructured documents 
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Sean Nicolello

AVP for Digital Automation
Metlife

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Tom Wilde

CEO
Indico

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

Submit your questions to the speaker in the dialogue box

VIRTUAL ROUNDTABLE

11:40 am - 12:40 pm V-IDG Your Next Automations: Searching, Selecting, and Defining Success
Kyle Hoback - Director, Market Enablement, WorkFusion
John Kane - Director of Sales, Workfusion
  • Which processes have the most impact for your organization
  • Identifying opportunities and finding the right IA solutions 
  • Your criteria for success and the impacts of Covid-19


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Kyle Hoback

Director, Market Enablement
WorkFusion

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John Kane

Director of Sales
Workfusion

VIRTUAL ROUNDTABLE

11:40 am - 12:40 pm V-IDG How are Banks thinking about Leveraging Different Automation Capabilities such as RPA, AI, ML, Analytics to React and Respond to a COVID-19 Driven Environment?
Prashant Prabhakar - BFS Practice Head, Digital Operations Consulting, Cognizant
  • Discuss examples of process optimization and use of analytics. 
  • How to leverage automation in a tightly regulated environment.
  • Learn about methods and approaches to justify automation investments where monetized savings are hard to quantify.


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Prashant Prabhakar

BFS Practice Head, Digital Operations Consulting
Cognizant

12:45 pm - 1:00 pm Networking Break

1:00 pm - 1:15 pm Networking Break

1:15 pm - 1:30 pm Networking Break

1:30 pm - 2:00 pm Governing the 24/7 Digital Workforce in a BFSI Institution

Rachel Lockner - AVP, Finance Process and Automation Lead, Moody's

Contrary to popular belief, the robotic process automation workforce is not a set-it-and-forget-it kind of technology. While many are attracted to the idea of a 24/7 workforce, in order to have long-term scaled success organizations also need to maintain 24/7 management of the bots.

This session will demonstrate how effective management of the Digital Workforce ensures...

  • Importance of both business case and feasibility analysis up front
  • The requirement to follow standard and strict delivery lifecycle processes
  • Importance of a COE both in a centralized and decentralized model
  • A strong operational support model for ongoing maintenance
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Rachel Lockner

AVP, Finance Process and Automation Lead
Moody's

2:00 pm - 2:15 pm Q+A with the Speakers

Submit your questions to the speaker in the dialogue box

2:20 pm - 2:50 pm Master Data Management for the Next Leap into Machine Learning and Predictive Analytics Enabled Automation

Ketan Vanjara - VP and Enterprise Coach, Berkadia

An overarching challenge that connects banking, financial services and insurance is that existing siloed data, cannot currently deliver machine learning and predictive analytics enabled by big data. BFSI need to mater their data management if it wants to deliver on quote generation, claims automation, or risk modelling.

This session will demonstrate how master data management enables...

  • Developing a unified data model that meets all business needs for analytics
  • The infrastructure required for a centralized data management platform that displays across different systems
  • Meeting security compliance standards with these new models for data management
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Ketan Vanjara

VP and Enterprise Coach
Berkadia

2:50 pm - 3:05 pm Q+A with the Speaker

Submit your questions to the speaker in the dialogue box

3:15 pm - 3:30 pm Networking Break


3:30 pm - 3:45 pm Networking Break


3:45 pm - 4:00 pm Networking Break


4:00 pm - 4:15 pm Networking Break


4:15 pm - 4:30 pm Networking Break


4:30 pm - 4:45 pm Networking Break


4:45 pm - 5:00 pm Networking Break


5:00 pm - 5:00 pm End of Day Two