A Collection of Presentations from 2019

A Collection of Presentations from 2019

In preparation for Intelligent Automation for Banking, Financial Services and Insurance 2020, we wanted to share these exclusive past presentations with you. Inside you will find expert content on:

1. ELIMINATE FALSE STARTS & MISSTEPS ALONG YOUR IA JOURNEY WITH AGILE PRINCIPLES

  • The benefits of “bot building”, program roll out, and continuous management utilizing Agile principles
  • Learning as you go, fixing along the way, and improving as you move forward
  • Building an effective Agile roadmap to ensure IA program success

Michael Edmonds, Robotics Process Automation Manager, Farmers Insurance

2. CASE STUDY: UTILIZING CONTINUOUS IMPROVEMENT AND AGILE METHODOLOGIES WHEN DEPLOYING BOTS AT VOYA FINANCIAL

Building an effective bot program is a hurdle for many shared services stakeholders. Voya Financial found a path that worked for them by using and developing an agile roadmap and by focusing on continuous improvement. Using these principles it is possible to deploy your own bots that are focused on your organizations needs. In this presentation, you will:

  • Examine a case study of how to roll out a bot program
  • Explore the incremental improvements that can be made to deploy bots quickly
  • Identify strategies for learning as you go and fixing problems as they are experienced

Jeff Machols, Vice President, Head of Continuous Improvement Center, Voya Financial
Kellie Tickell, Assistant Vice President, Intelligent Process Automation, Voya Financial


3. ENSURING IA PROGRAM SUSTAINABILITY BY PROVIDING YOUR AUDITORS & CONTROLLERS WITH WHAT THEY NEED FROM YOUR IA TEAMS

  • How to best document your IA initiatives and activities for your Auditors/Controllers
  • Best practices in audit requests, document and information reporting and much more
  • Your Controllers/Auditors’ role in ensuring you’re on top of data security that may be affected by IA programs

Tom Dixon, Senior Vice President - Senior Program Manager, Citizens Bank


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