CONFERENCE DAY ONE

WORKSHOP A REGISTRATION & MORNING NETWORKING

7:00 AM - 7:15 AM WORKSHOP A REGISTRATION & MORNING NETWORKING

WORKSHOP A: FROM ZERO TO ROBO—WHAT YOU NEED TO KNOW TO BE OPERATIONAL IN 6 MONTHS OR LESS

7:15 AM - 8:15 AM WORKSHOP A: FROM ZERO TO ROBO—WHAT YOU NEED TO KNOW TO BE OPERATIONAL IN 6 MONTHS OR LESS

GENERAL REGISTRATION & NETWORKING BREAKFAST

8:15 AM - 8:45 AM GENERAL REGISTRATION & NETWORKING BREAKFAST

CHAIRPERSON’S WELCOME

8:45 AM - 9:00 AM CHAIRPERSON’S WELCOME

KEYNOTE PANEL: A VISION FOR THE FUTURE OF THE INTELLIGENT AUTOMATION REGULATORY LANDSCAPE

9:00 AM - 9:45 AM KEYNOTE PANEL: A VISION FOR THE FUTURE OF THE INTELLIGENT AUTOMATION REGULATORY LANDSCAPE

Marina Adams, Compliance Officer & AVP, Federal Reserve Bank of New York

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Marina Adams

Compliance Officer & AVP
Federal Reserve Bank of New York

CASE STUDY

9:45 AM - 10:30 AM CASE STUDY


Sponsored by: UiPath

TECHNOLOGY DEMO DRIVE & MORNING NETWORKIG BREAK

10:30 AM - 11:30 AM TECHNOLOGY DEMO DRIVE & MORNING NETWORKIG BREAK

CUSTOMER DELIVERY MODULE

11:30 AM - 1:15 PM CUSTOMER DELIVERY MODULE

BANKING & FINANCIAL SERVICES: PANEL DISCUSSION: AUTOMATION & A CUSTOMER CENTRIC BFSI MODEL—ODD COUPLE OR A MATCH MADE IN HEAVEN?

11:30 AM - 12:15 PM BANKING & FINANCIAL SERVICES: PANEL DISCUSSION: AUTOMATION & A CUSTOMER CENTRIC BFSI MODEL—ODD COUPLE OR A MATCH MADE IN HEAVEN?

Thomas Taris, VP, Manufacturing & Automation, American Express Vinod Raman, VP of Digital Advice Solutions, Fidelity Investments

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Thomas Taris

VP, Manufacturing & Automation
American Express
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Vinod Raman

VP of Digital Advice Solutions
Fidelity Investments

INSURANCE: PANEL DISCUSSION: HERE & NOW…HOW TO ENSURE YOUR CONTACT CENTER & CHAT BOTS “SALESPEOPLE” ARE ENHANCING YOUR CUSTOMER DELIVERY & PROVIDING VALUABLE BUSINESS INTELLIGENCE?

11:30 AM - 12:15 PM INSURANCE: PANEL DISCUSSION: HERE & NOW…HOW TO ENSURE YOUR CONTACT CENTER & CHAT BOTS “SALESPEOPLE” ARE ENHANCING YOUR CUSTOMER DELIVERY & PROVIDING VALUABLE BUSINESS INTELLIGENCE?

BANKING & FINANCIAL SERVICES HUDDLES

12:15 PM - 1:15 PM BANKING & FINANCIAL SERVICES HUDDLES

Brandon Nott, SVP, Operations, J.G. Wentworth Home Lending, LLC
HUDDLE I: FRONT-OF-HOUSE
Leveraging Automation as Your Frontline Customer-Relationship Builder

HUDDLE 2: MIDDLE
Better Algorithms to Evaluate Risk and Ensure Compliance

HUDDLE 3: BACK-OF-HOUSE
How to Reduce Errors and Enable Value-Add Work

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Brandon Nott

SVP, Operations
J.G. Wentworth Home Lending, LLC

INSURANCE MATURITY HUDDLES

12:15 PM - 1:15 PM INSURANCE MATURITY HUDDLES

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HUDDLE 1: PLANNING & LAUNCHING
Happy Claim Reps = Happy Policyholders

HUDDLE 2: EVOLVING
IA Technologies to Enhance Customer Delivery

HUDDLE 3: MATURING
How to Find Your Bot Soul Mate

NETWORKING LUNCH BREAK

1:15 AM - 2:15 AM NETWORKING LUNCH BREAK

GOVERNANCE & CONTROLS MODULE

2:15 AM - 4:00 AM GOVERNANCE & CONTROLS MODULE

BANKING & FINANCIAL SERVICES: PANEL DISCUSSION: DEVELOP A ROBUST INTELLIGENT AUTOMATION GOVERNANCE FRAMEWORK TO MANAGE RISK & INCREASE CONTROL AND SECURITY

2:15 AM - 3:00 AM BANKING & FINANCIAL SERVICES: PANEL DISCUSSION: DEVELOP A ROBUST INTELLIGENT AUTOMATION GOVERNANCE FRAMEWORK TO MANAGE RISK & INCREASE CONTROL AND SECURITY

INSURANCE: PANEL DISCUSSION: RPA, COGNITIVE & AI INTEGRATION AND THE VALUABLE BUSINESS INTELLIGENCE OF IMPLEMENTATION

2:15 AM - 3:00 AM INSURANCE: PANEL DISCUSSION: RPA, COGNITIVE & AI INTEGRATION AND THE VALUABLE BUSINESS INTELLIGENCE OF IMPLEMENTATION

Tamer Soliman, Vice President, Data Analytics, Assurant Brian Golden, Sr Manager, Process Automation Competency Center, CUNA Mutual Group Veer G. Chockalingam, Vice President, BPO Operations & Vendor Management–Robotic Process Automation/Digital Labor, SWBC

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Tamer Soliman

Vice President, Data Analytics
Assurant

Brian Golden

Sr Manager, Process Automation Competency Center
CUNA Mutual Group
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Veer G. Chockalingam

Vice President, BPO Operations & Vendor Management–Robotic Process Automation/Digital Labor
SWBC

BANKING & FINANCIAL SERVICES HUDDLES

3:00 AM - 4:00 AM

HUDDLE 1: ATTRIBUTES OF SUSTAINABLE GOVERNANCE

HUDDLE 2: AUTOMATING CONTROLS FOR AI

HUDDLE 3: DATA QUALITY & PRIVACY

INSURANCE HUDDLES

3:00 AM - 4:00 AM INSURANCE HUDDLES

HUDDLE 1: PROCESS IMPROVEMENT

HUDDLE 2: DATA SHARING, PROTECTION & INTEGRITY

HUDDLE 3: METHODS TO ENSURE ACCURACY & TRANSPARENCY

AFTERNOON NETWORKING BREAK

4:00 AM - 4:30 AM AFTERNOON NETWORKING BREAK

PANEL DISCUSSION: HOW DO WE VALIDATE THE BENEFITS OF RPA?

4:30 AM - 5:15 AM PANEL DISCUSSION: HOW DO WE VALIDATE THE BENEFITS OF RPA?

Thomas Taris, VP, Manufacturing & Automation, American Express Thomas Dixon, VP & Sr Program Manager, Consumer Continuous Improvement & Process Automation, Citizens Bank

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Thomas Taris

VP, Manufacturing & Automation
American Express
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Thomas Dixon

VP & Sr Program Manager, Consumer Continuous Improvement & Process Automation
Citizens Bank

THE APPLICABILITY OF AI IN AUGMENTING YOUR AUTOMATION EFFORTS

5:15 AM - 6:00 AM THE APPLICABILITY OF AI IN AUGMENTING YOUR AUTOMATION EFFORTS

Alexander Fleiss, Chief Executive Officer, Rebellion Research

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Alexander Fleiss

Chief Executive Officer
Rebellion Research

NETWORKING COCKTAIL RECEPTION

6:00 AM - 7:00 AM NETWORKING COCKTAIL RECEPTION

CLOSE OF CONFERENCE DAY ONE

7:00 AM - 7:00 AM CLOSE OF CONFERENCE DAY ONE