Agenda - Wednesday, May 26, 2021

In this workshop, Agilify’s Lean Six Sigma Master Black Belt, with years of experience with automation technology will lead a robust presentation and discussion, diving into several high-value BFSI process use cases. Our attendees will:

·        Explore where their process variances and breakdowns are and understand the impact they are making on their business

·        Walk away with experience in what process discovery and analysis look like

·        Assess new tools and technologies that improve the speed of the work sets

·        Learn how to look at their process improvement potential for automation

Sponsored by: Agilify

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Brent LaRoche

Principal, Operational Excellence
Agilify Automation

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The global pandemic has been challenging. For financial institutions and insurers, it brought up painful memories of the 2008 financial crisis. And it tested the systems put in place after that crisis. Businesses spent a decade on stress testing and capital rebuilds. The goal was to ensure enough financial resources to weather a downturn. But cash flow pressures and strain on investment portfolios hit hard. This coupled with delayed payments and falling investment demand forced another shift. Financial institutions and insurers had to reimagine their business models — again.

In this session we will examine:

•            How digital intelligence can help reduce friction and simplify processes. 

•            Why you should create personalized customer experiences in a virtual environment.

•            How digital workers give time back to human knowledge workers for value-add activities

Cheryl Chiodi

Solutions Marketing Manager, Financial Services
ABBYY

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Eileen Potter

Solution Marketing Manager, Insurance
ABBYY

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Under pressure from new digital players, fintechs and insuretechs, the BFSI industries face the challenges that come with being some of the most heavily-regulated industries in the world. While these regulations can easily put a light foot on the brake, slowing down any transformations needed, it is imperative that end-to-end transparency is achieved in order to stay agile for whatever disruption comes around. In this session, hear from a client how they:

·        Harmonized operations and business decisions across different departments and business functions

·        Automate reporting obligations, making complex manual reporting obsolete

Sponsored by: Signavio

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Arthur J Gallagher's use of AppZen’s Expense Audit resulted in a reduction in T&E spend in the second half of 2020 of around $150,000. In addition, they were able to give back more than 350 hours of time to auditors and managers involved in the T&E process. The company is now looking to the future with an appetite for further automation.

In this webinar, Harriet Washburn, Director of Sourcing, will share the organization’s digital transformation journey so far, and explain how working with AppZen has inspired plans to use AI across their entire accounts payable process and to implement AI solutions for other non-finance functions.Harriet will reveal:

· Savings Arthur J Gallagher has enjoyed by using AI to audit expense claims

· Discreet monitoring of expense claims, identifying duplicates and errors and stopping incorrect claims before they’re paid out

· Better reporting and ability to identify and correct non-compliant behaviours

· Other benefits of the AI solution, including higher awareness of best practice amongst employees

· How AI audit has helped Arthur J Gallagher to manage the pandemic

· Arthur J Gallagher’s plans for the future and its continued digital transformation journey

Sponsored by: AppZen

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Harriet Washburn

Sourcing Director
Arthur J Gallagher

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Digital transformation is never easy, and certainly never quick. But in the last year with COVID, the need to speed up, or jump into, digital transformation initiatives was front of mind all the way up to the C-Suite. And the digital transformations that have been happening have been wide ranging, from back office automation to front office, customer facing technologies. In this session, our panelists will discuss:

• Pivoting quickly in an environment with many layers of clearance and regulation
• Encouraging and driving a culture of innovation
• Using automation to transform employee roles overwhelmed in administration to clearer high-value tasks

Vikram Sandhu

VP for Digital Transformation and Head of Process Re-engineering, IPA
Emirates NBD

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Shruti Kakar

Director, Digital Strategy & Platforms
UBS

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