Intelligent Automation customer-centricity

IA BFSI Dream Downtown Hotel, NYC

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Seth Adler
Seth Adler
01/28/2020

Conversational AI, NLP and end-to-end are terms that proliferate the IA BFSI NYC agenda.

Front-end informs the value chain

It's clear that artificial intelligence technologies have arrived in global corporate enterprise. Use cases thread through the entire enterprise. Back office intelligent automation is table stakes. The current focus is on the front end informing the value chain. The customer has taken center stage.

Register now to join IA leaders to uncover strategems for your enterprise.

Key sessions include:

Legacy Transformation to Enable End-to-End Digital Journeys
Ketan Vanjara - former CIO & Global Head for IT Strategy & Transformation, HSBC
The core systems of any bank or financial institution were written in 80s on the latest and greatest technology stacks of those times. With passing decades, these systems have become gigantic and very complex but remained on the same technology stack. With every passing year, they are only becoming larger and more complex and hence more difficult, more expensive and more time consuming to change or replace. New business models and customer journeys cannot be complete without these core systems but get constrained by the cost and time it takes to modify them or add new features to them. This creates a trap. In this session, Ketan, based on his successful experience at HSBC, will share his thoughts on creating and implementing a multi-pronged strategy for Banks and FIs to get out of the Legacy Trap.
 
USE CASE Piloting Natural Language Recognition (NLR) to Automate Accuracy Testing of Unstructured Documents
Nidal Nasr - Director, IAG Transformation & Automation Internal Audit Group, AIG
An industry leader is investigating the use of NLR in conjunction with RPA to ensure that they can complete full population testing of audit controls rather than a small sample. This includes documents filled with unstructured data. Among many benefits, this means that their people will be left with the high value task of dealing with reports that get flagged as suspicious rather than random samples.
  • Automating the process end-to-end with a combination of RPA and Cognitive Intelligence
  • The upstream and downstream impact of automating the auditing process
  • The mechanics using NLR to extract the relevant information and feed it back to RPA
 
A Closed-Door Conversation on Multi-Vendor Management for Effective Automation
Nick Hoppenjans - VP of Advanced Process Automation Director, US Banccorp
Many Banking, Financial Services and Insurance organizations share the same vendors because those solutions meet shared needs. However, there aren’t many opportunities for discussion between institutions. This session will follow Chatham House Rules. This means the session WILL NOT BE RECORDED OR DOCUMENTED to provide a space for talk between companies about shared vendors within a “closed-door” environment.
  • Lessons learned from choosing their first RPA vendor
  • Moving from RPA to ML and AI: selecting the right vendors to be embedded within existing frameworks
  • Planning automation life-cycles and building technology retirement into vendor management
  • Utilizing bolt-ons and tangential solutions to RPA
  • The benefit of enterprise-wide automation: conferring with CoEs and vendor handbooks
Beyond Erica: Bank of America’s Customer Centered Transformation for Its Front Facing Business
Roger Tsai - SVP for Digital Strategy, Bank of America
As of March 2019, Erica’s users surpassed 6 million people. However, Bank of America is transforming the customer experience beyond conversational AI in its front facing business. It’s placing the customer front-of-mind through every step in its use of AI, ML and NLP. 
  • Leveraging AI and ML to drive deeply actionable insights, as well as enable greater personalization for customers
  • Enabling timely, relevant and best-next option offerings to customers
  • Keeping data secure and customers safe by using data to draw insight into customer behaviors
Goldman Sach’s Consumer BusinessRPA Program Governance and Implementation of Risk Management Controls
Denny Singh - Vice President for Digital Finance, Strategy and Intelligent Automation, Goldman Sachs
A strong foundation based on continuous improvement, risk identification and controls development is at the core of any good program . With that thought process in mind, our consumer business RPA program governance includes process SME,legal, compliance, business risk, technology risk and architecture reviews at various stages, from use case prioritization to deployment. This also includes the realization and acceptance that RPA does not have to be the only solution, if there are other feasible and accessible alternatives available with lower effort and risk. 
  • Defining the CoE governance structure and the step-by-step to implement it
  • Integrating the Model for 3 lines of defense risk management with the intelligent automation operating model

Register now to join IA leaders to uncover strategems for your enterprise.


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