January 29 - 30, 2018
United States

Media Center

Learn more about Intelligent Automation for BFSI

Learn more about what you can expect at Intelligent Automation BFSI and get a closer look at how to incorporate the latest technology into the finance and insurance industry.

If you prefer to receive a copy via email contact EnquiryIQPC@iqpc.com

Fast Track Your Attendance

Join us at Intelligent Automation for BFSI

Want to be part of Intelligent Automation for BFSI? Access our registration form and send it back to geena.monaco@iqpc.com to save your spot at the event taking place this January!

Anticipated Attendee Snapshot: Intelligent Automation Banking, Financial Services and Insurance

Interested in learning more about who you can expect to meet at Intelligent Automation BFSI taking place January 29 - 30, 2018 in New York, NY? Then check our Anticipated Attendee list to get a better feel for who's attended our IA events in the past and who you can expect to network with onsite this January in New York. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Convince Your Boss Letter - Intelligent Automation BFSI

Need help building a business case to attend Intelligent Automation Banking, Financial Services and Insurance this January 29 - 30, 2018 in New York, NY? Then download our customizable "Dear Boss Letter" to get a jump start on securing approval to attend. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Registration Packet: Intelligent Automation for BFSI

Justify your attendance to Intelligent Automation BFSI with our Registration Packet; a one-stop-shop for our:

  • Dear Boss Letter
  • Attendee Snapshot
  • Registration Form

Can't download our reg packet? Then contact us here for a copy: enquiry@iqpc.com

Videos

Intelligent Automation Insights with American Express

Check out our exclusive video interview with IA leaders from American Express. Inside the article you will find:

  • Keys to success when it comes to the implementation of intelligent automation at American Express
  • Their next step for developing their IA or RPA program
  • Advice they would give to those also developing their IA program
  • And more...

If you would like to receive a copy of the video via email, please send an email to geena.monaco@iqpc.com

Why Does Intelligent Automation Matter?

Hyped up in the headlines, robotics has driven both fear and anticipation through shared services organizations over the past two years. Why is now the moment to pay attention? If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Interview with RPA CoE Change Management Leader at Prudential

Exclusive on-site Interview with Adrienne Peseller, Change Management Leader, RPA CoE at Prudential. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Article

IA in BFSI Facts and Figures At-A-Glance

In anticipation of the 2018 Intelligent Automation BFSI, we gathered a sampling of our most compelling AI and RPA statistics into this one infographic. In addition to offering you a preview of our longer, more comprehensive benchmarking reports and whitepapers, this short, industry overview provides a glimpse into what you can expect to learn about and discuss onsite this January 29 - 30, 2018 at the IA BFSI Summit in New York, NY.

RPA and AI in the finance industry: An analysis

The AI & Intelligent Automation Network put together a thorough analysis of what the IA landscape in the finance industry will look like. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Interview

AI Network Podcast with Kelly Switt, ‎Senior Vice President, Reengineering Director, ‎Citi

Recorded at Intelligent Automation in Chicago, Kelly Switt joins us as a native Chicagoan who was always a bit of an activist. She’s been told that her nickname is Mako Shark due to the fact that she’s always moving. Kelly was running the six sigma lean group for Citi of course consistently looking at how to improve operations. She had done some automation work at both Bank of America and HSBC and she's spent the past 4 years selling automation as a concept internally. The team began by focusing on data quality and analytics in order to drive more process improvement. That gave the team runway for management to have buy in. And finally last year, with no stones left unturned, Kelly and the team dove in on true intelligent automation. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Article

Intelligent Automation Adoption in US Business Services 2017

This report provides a snapshot of Intelligent Automation (IA) adoption based on 214 recorded cases of IA pilots and implementations in the United States as listed in the Intelligent Automation Universe (IAU). The IAU is an interactive data tool developed by SSON Analytics which contains real-time data on the global IA landscape for business services, gathered from IA customers and vendors.If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Intelligent Automation Change Management Checklist

When disruptive technologies such as RPA, Intelligent Automation and cognitive technologies are first introduced, it’s not uncommon for those spearheading such initiatives to encounter unprecedented levels of fear, confusion and resistance to change across all levels of the organization. With this in mind, we spoke to a handful of our 2017 Intelligent Automation New Orleans speakers about the road-tested change management strategies they leverage to not only drive adoption but spark cultural transformations. Here from experts such as:

  • John Cottongim, Automation Lead, Global Business Services– Automation Coe, AIG
  • Matt Gustitus, Director, Automation – Finance Shared Service Cente , Eli Lilly and Company
  • Margaret Kilian, Director, Global Process Expert, Record-to-Report, UCB, Inc. 

To receive this piece via email, please contact us at enquiry@iqpc.com with "Content Request- Intelligent Automation Change Management Checklist" listed in the subject line.

Embracing Intelligent Automation: The EY Global Story

Just over a year ago, Ernst & Young took the first steps in our automation journey, with three proof of concepts, and today we have over 500 internal processes automated that help improve customer experience, quality of services and efficiency. The initiative was sponsored by EY Global leadership, and led to the setting up of a multi-location center of excellence as part of our Global Delivery Services (GDS), which is dedicated to enabling automation within EY. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Robotic Process Automation in Shared Services: Hype or Reality? (Captive/Hybrid excluding BPO)

Is RPA really living up to its hype? SSON Analytics reviewed responses from over 130 SSC practitioners to discover the truth & myth of RPA. It is worth noting that as a result of this research, the two key findings are:

  • RPA has the potential to automate many more processes than expected by non-RPA SSCs.
  • The actual benefits of RPA surpass what most non-RPA respondents expect.

If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Conversational AI is Ready for Prime Time

Take a look at this great article courtesy of our proud sponsor, ISG. Check out the article put together by the Director and Principal Analyst at ISG, Stanton Jones to learn about the advancement of chatbots and virtual agents.

5 Ways to Leverage RPA Regardless of Company Size

You’d be hard-pressed to find someone who hasn’t heard of RPA in shared services these days. But what is RPA? And do you need to be one of the ‘big guys’ to assess its value for your operations? If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Robotic Process Automation for Shared Services

Pat Geary, Chief Marketing Officer at Blue Prism, presents on understanding what a genuine enterprise deployment of RPA looks like, how enterprise software is assessed by IT, Enterprise Architects and why it’s so important for them to assess your RPA technology and operating model, how to identify true enterprise capabilities of RPA technology and get past the unsubstantiated marketing hype, and more! If you would like to receive a copy via email, email geena.monaco@iqpc.com.

BNY Mellon’s Innovative & Cutting-Edge RPA Approach

Jon Theuerkauf is the Managing Director, Head of Performance Excellence, Robotic Process Automation & COE Program Head at BNY Mellon. In our chat with Jon, he discussed:

  • The approach he has taken at BNY Mellon with RPA and the results this has produced
  • Steps in developing a fast & furious (yet sound and discreet) PoC program to easily upload in a reasonable timeframe and with a limited budget
  • Advice for organizations looking to implement intelligent automation for the first time And where he sees the future of intelligent automation headed in the next 2 - 5 years

If you would like to receive a copy via email, email geena.monaco@iqpc.com.

IA Best Practice – The Story So Far

Critical success factors & key tips for implementing robotic process automation (RPA) by Rachael Stormonth, Executive Vice President, NELSONHALL. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

The Robots Are Coming!

The march of technology is inexorable, which is why we launched the Robotic Process Automation Summit in the first place. If you still need proof that RPA will soon become the new normal, look no further. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

The Future Of Robotic Process Automation and Artificial Intelligence in BFSI: Benchmarking Report

Robotic process automation (RPA) and artificial intelligence (AI) are being leveraged by banking, insurance and financial institutions to provide a key competitive advantage. Transformation in back office operations and effortless customer interactions at the front end is now what is considered the new normal. Are you laser focused on scaling up RPA and building cognitive capabilities to develop your digital enterprise? Ahead of the RPA & Artificial Intelligence for Banking, Financial Services & Insurance World Summit, PEX Network’s

The future of robotic process automation and artificial intelligence benchmarking report 2017 will provide you with an assessment of the key priorities and areas of investment in 2017 and beyond. This is your unique opportunity to benchmark and gain critical knowledge of where you are against your peers on this remarkable future-forging journey.

Read this report and discover:

  • The main obstacles to successful RPA implementation
  • Trends in RPA and AI implementation
  • How AI is making positive business impacts
  • Key AI & fintech technologies being evaluated

Would you like to be emailed a copy of this report? Email us at enquiry@iqpc.com

Interview with Jordane Elmassian from MasterCard

Interview with Jordane Elmassian, Senior Business Leader from MasterCard, regarding the company's implementation of RPA, including some of the benefits and hesitations associated. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Interview

IA and the Future of Work: Interview with Steven J. Randich, EVP and CIO at FINRA

Meet last year's keynote! We recently sat down with 2017 Intelligent Automation New Orleans Summit Keynote Speaker Steven J. Randich, EVP and CIO, FINRA to discuss his thoughts on the Intelligent Automation revolution. Key topics discussed include:

  • Why now is the time to invest in IA
  • Busting common myths and misconceptions about IA
  • How the emergence of IA will transform the workplace
  • What he's most excited to learn about at the 2017 summit.

To receive this article via email, please contact us at enquiry@iqpc.com with "IA and the Future of Work: Interview with Steven J. Randich, EVP and CIO at FINRA" in the subject line.

RPA and AI in Banking and Finance: A Five Year Prediction

BBVA, the 2nd largest bank in Spain has proven to be an innovative bank quick to embrace new technologies. Their most recent project is a global deployment of a new platform for internal and external developers. In this interview, Pedro Suja, head of artificial intelligence technologies BBVA & expert speaker at the RPA & Intelligent Automation Banking Financial Services & Insurance World Summit, shares his insights from the company's intelligent automation journey so far, and discusses how its playing a key role in their IT infrastructure. If you would like to receive a copy via email, email geena.monaco@iqpc.com.

Fast Track Your Attendance

Agenda - Intelligent Automation BFSI 2018

Learn more about what you can expect at Intelligent Automation BFSI and get a closer look at how to incorporate the latest technology into the finance and insurance industry.

If you prefer to receive a copy via email contact Terence.Wu@iqpc.com