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Transforming Banking & Financial Services with Intelligent Automation

Financial institutions are facing tremendous pressure to improve business performance and drive cost efficiency while encountering challenges such as increased regulatory scrutiny, high cost of compliance, back-office inefficiencies and outdated legacy systems.

In the current economic environment, banks are adopting Robotic Process Automation (RPA) to manage increasing volumes of customer requests for loan refinancing and forbearance. Learn how your organization can scale and transform with the latest Intelligent Automation (RPA +AI); not only to reduce cost, but also boost the overall business performance as well as improve employee and customer experience.

Join our upcoming webinar to hear industry experts share their insights on:

• Intelligent Automation Trends in Banking and Financial Services
• Successful Use Cases in KYC/AML Compliance, Loan Forbearance & Call Center Automation
• Key Success Factors to Implement and Scale RPA

Who Should Join:
Loan Fulfillment, Compliance, Call Center Operations, Customer Experience, IT and Finance executives in Banking and Financial Services
Recorded May 26 2020 53 mins
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Presented by
Ken Mertzel, Global Industry Leader - Financial Services at Automation Anywhere
Presentation preview: Transforming Banking & Financial Services with Intelligent Automation
  • Channel
  • Channel profile
  • Leveraging RPA as a Sales Driver at Nestle CZ&SK Jul 20 2020 1:00 pm UTC 42 mins
    Petra Kellermann Slotemaker Information Systems and Insights Manager; Digital Transformation Lead
    Nestle CZ shares its experience automating commercial use cases for the sales department (trade activity management, leaflets, listing cards) and local projects and explains its vision to automate supply-chain management for multiple large retailers.

    Petra Kellermann Slotemaker has spent four years at Nestle in various roles. Currently, she is responsible for digital transformation and application of modern/emerging technologies in commercial areas, insights, analytics, and e-business. Prior to this position, Petra held various roles in insights, marketing, and technology-related fields, including serving as Consumer Engagement Manager for British American Tobacco, Management Consultant in the Dutch-based BeBright, which focused on utilisation of technologies and innovations in healthcare, especially for geriatric patients.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • Strategic RPA for Operational Efficiency at W&W-Gruppe Jul 16 2020 11:00 am UTC 34 mins
    Christian Wolf, Head of Business Organisation and Process
    Find out about the current and future strategic RPA goals and initiatives within W&W-Gruppe and the company’s approach to operationalizing these strategies.

    Christian Wolf, Head of Business Organisation and Process - Christian has more than nine years of national and international consulting in process management and structure, focusing on organisational and technical optimisations. As Head of Process and Transformation, Christian launched RPA four years ago at Wüstenrot & Württembergische AG. His area of responsibility covers RPC, process management and consulting, organization management, and innovation. Christian is a distinguished RPA speaker, both at national and international conferences.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • The First Six Months: Your RPA Journey and Lessons Learned at Honeywell Jul 14 2020 11:00 am UTC 14 mins
    Christian Jenny,​ Digital Operations Manager
    Honeywell turned to RPA in its efforts to quickly address limited resources, increases in order volume, and excessive numbers of repetitive tasks. The results? Increased team capacity, improved SLAs, and the ability to promote team members as a Centre of Excellence for automation.

    Christian Jenny, Digital Operations Manager - With 15+ years in diverse IT roles, Christian has acquired a solid experience by leading several initiatives within finance, industry, and banking institutions in Ireland, Luxembourg, and Switzerland. Within Honeywell, he is leading the development of the Digital Operations, Technologies Innovations and Business transformation activities across multiple business divisions. In charge of both onshore and offshore teams, he has deployed the Automation Anywhere framework in 2019 with an objective to simplify the process execution, optimise the global RTO/OTC cycle time and reinforce the link between business and IT.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • Jeśli nie teraz to kiedy? Automatyzacja z chmury Jul 7 2020 2:00 pm UTC 60 mins
    Zbigniew Marcinkowski and Wiktor Doktór
    Okres pandemii zmienia nie tylko nasz własny sposób pracy, ale całe procesy biznesowe w naszych firmach.
    Ostatnie trzy miesiące są też bogate w nowe badania rynku w których chętnie uczestniczą firmy outsourcingowe i centra usług wspólnych.
    Omówimy wyniki tych badań oraz opowiemy jak inteligentna automatyzacja dostępna z chmury wspiera procesy transformacji cyfrowej.
  • RPA and AI: Transforming how insurers do business Recorded: Jul 2 2020 54 mins
    Ken Mertzel, Sr. Director, Industry Marketing - Financial Services at Automation Anywhere
    Over 35% of insurance claims processes are likely to be automated in the next few years. Robotic Process Automation (RPA) is a critical tool to help your organization automate manual repetitive activities, access unstructured data, and quickly deliver error-free results.

    Join us live as Automation Anywhere, the leading provider of RPA and cognitive intelligence solutions, offers insights on how insurance companies have successfully implemented RPA to automate the claims function.

    During this session, we will discuss:
    - Robotic Process Automation trends in the Insurance industry
    - RPA Use Case Examples in Claims Management
    - Three Steps to Successful RPA Implementation
  • Optimisation des processus order-to-cash grâce à l'automatisation intelligente Recorded: Jun 30 2020 39 mins
    Cyril Millin, Pre-Sales Manager South Europe
    Lors de ce webinaire, découvrez comment les robots intelligents peuvent :

    - Améliorer les flux de trésorerie
    - Augmenter le fonds de roulement
    - Eradiquer les erreurs manuelles
    - Participer à la satisfaction client
  • Leveraging RPA as a Sales Driver at Nestle CZ&SK Recorded: Jun 26 2020 43 mins
    Petra Kellermann Slotemaker Information Systems and Insights Manager; Digital Transformation Lead
    Nestle CZ shares its experience automating commercial use cases for the sales department (trade activity management, leaflets, listing cards) and local projects and explains its vision to automate supply-chain management for multiple large retailers.

    Petra Kellermann Slotemaker has spent four years at Nestle in various roles. Currently, she is responsible for digital transformation and application of modern/emerging technologies in commercial areas, insights, analytics, and e-business. Prior to this position, Petra held various roles in insights, marketing, and technology-related fields, including serving as Consumer Engagement Manager for British American Tobacco, Management Consultant in the Dutch-based BeBright, which focused on utilisation of technologies and innovations in healthcare, especially for geriatric patients.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • How RPA Improves Agent Productivity Within Salesforce Recorded: Jun 24 2020 56 mins
    Saba Sedghi, Master Solutions Engineer, Salesforce and Amit Saxena, Sr. Director, Product Management, Automation Anywhere
    Today, Salesforce already helps you deliver great customer experiences. But with Robotic Process Automation (RPA) for Salesforce, you can exceed customer expectations and scale your services.

    Join our webinar to find out how you can deploy RPA bots within the Salesforce Service Cloud to automate routine tasks and make complicated jobs simple. Hear from senior executives from Salesforce and Automation Anywhere, who will provide insights into what RPA is, and how it pairs with Salesforce.

    Our webinar provides:
    Insights on how RPA can automate and improve any business process
    An interactive demo of the easy-to-use Automation Anywhere Salesforce connector
    Next steps for implementing RPA into your organization

    Speakers:
    Saba Sedghi, Master Solutions Engineer, Salesforce
    Amit Saxena, Sr. Director, Product Management, Automation Anywhere
  • Driving Business Continuity in Shared Services with Intelligent Automation Recorded: Jun 23 2020 14 mins
    James Dening, VP and Digital Worker Evangelist, Automation Anywhere
    As COVID-19 reaches all facets of life, Shared Services are finding new ways to mitigate the impact of Covid-19 on their business.

    To help the Shared Services industry understand the impact of COVID-19 on operations, Automation Anywhere commissioned a survey and asked SSO and GBS leaders about their views and experiences regarding the virus’s impact on business operations.

    In this session, James Dening, Digital Worker Evangelist at Automation Anywhere, will discuss the results of the survey, presenting tools and solutions to help your organisation become more resilient to disruptions.
  • Bots in the NHS: a Covid-19 case study Recorded: Jun 18 2020 51 mins
    Tremaine Richard-Noel, Non-Executive Director for NGH
    The COVID-19 pandemic has led to a rapid rise in the number of patients requiring oxygen support to help patients breathe and retain oxygen saturation in the blood.

    One UK NHS Trust, Northampton General Hospital, has two large oxygen tanks which supply the ventilation machines throughout the facility. But the monitoring of the tanks is a manual process, requiring a person to log in to a system and physically collect each reading from the tank.

    In the face of additional pressure, a new system was required to free up resources and reduce unnecessary risk of error, as information is extracted from one system and inputted into another.

    Join this webinar to hear what steps NGH’s IT and Estates teams took to automate the process, and what difference this has made to patient outcomes.

    Tremaine Richard-Noel, Non-Executive Director for NGH will share how the bot, developed by Automation Anywhere, automates the process, extracting the data and calculating flow rates to monitor the oxygen levels 24 hours a day without human intervention.

    He will also outline how automating the collection of this data mitigates clinical risk within the hospital, by arming incident teams with the information required and ensuring demand is shared across the two tanks.
  • The First Six Months: Your RPA Journey and Lessons Learned at Honeywell Recorded: Jun 18 2020 15 mins
    Christian Jenny,​ Digital Operations Manager
    Honeywell turned to RPA in its efforts to quickly address limited resources, increases in order volume, and excessive numbers of repetitive tasks. The results? Increased team capacity, improved SLAs, and the ability to promote team members as a Centre of Excellence for automation.

    Christian Jenny, Digital Operations Manager - With 15+ years in diverse IT roles, Christian has acquired a solid experience by leading several initiatives within finance, industry, and banking institutions in Ireland, Luxembourg, and Switzerland. Within Honeywell, he is leading the development of the Digital Operations, Technologies Innovations and Business transformation activities across multiple business divisions. In charge of both onshore and offshore teams, he has deployed the Automation Anywhere framework in 2019 with an objective to simplify the process execution, optimise the global RTO/OTC cycle time and reinforce the link between business and IT.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • Strategic RPA for Operational Efficiency at W&W-Gruppe Recorded: Jun 18 2020 35 mins
    Christian Wolf, Head of Business Organisation and Process
    Find out about the current and future strategic RPA goals and initiatives within W&W-Gruppe and the company’s approach to operationalizing these strategies.

    Christian Wolf, Head of Business Organisation and Process - Christian has more than nine years of national and international consulting in process management and structure, focusing on organisational and technical optimisations. As Head of Process and Transformation, Christian launched RPA four years ago at Wüstenrot & Württembergische AG. His area of responsibility covers RPC, process management and consulting, organization management, and innovation. Christian is a distinguished RPA speaker, both at national and international conferences.

    Watch more Imagine Digital 2020 videos at https://imagine.automationanywhere.com/
  • Scoprite come l'RPA può migliorare la produttività in Salesforce Recorded: Jun 11 2020 32 mins
    Paolo Salvini - Sales Engineer Italy
    Scopri in questo webinar come migliorare l'esperienza del cliente e potenziare Salesforce con Automation Anywhere.
  • Découvrez comment la RPA peut améliorer la productivité dans Salesforce Recorded: Jun 4 2020 28 mins
    Cyril Millin, Pre-Sales Manager South Europe
    Apprenez, lors de ce webinaire, comment améliorer l’expérience client et donner de l’agilité à Salesforce grâce à Automation Anywhere.
  • Reduciendo los costes operativos de RRHH con una fuerza de trabajo digital Recorded: Jun 2 2020 37 mins
    Lorenzo Mochales, Borja Nevado, Simon Vazquez
    Participa en este webinar y descubre como la fuerza de trabajo digital contribuye a la aceleración y gestion operativa de los recursos humanos.
  • Transforming Banking & Financial Services with Intelligent Automation Recorded: May 26 2020 53 mins
    Ken Mertzel, Global Industry Leader - Financial Services at Automation Anywhere
    Financial institutions are facing tremendous pressure to improve business performance and drive cost efficiency while encountering challenges such as increased regulatory scrutiny, high cost of compliance, back-office inefficiencies and outdated legacy systems.

    In the current economic environment, banks are adopting Robotic Process Automation (RPA) to manage increasing volumes of customer requests for loan refinancing and forbearance. Learn how your organization can scale and transform with the latest Intelligent Automation (RPA +AI); not only to reduce cost, but also boost the overall business performance as well as improve employee and customer experience.

    Join our upcoming webinar to hear industry experts share their insights on:

    • Intelligent Automation Trends in Banking and Financial Services
    • Successful Use Cases in KYC/AML Compliance, Loan Forbearance & Call Center Automation
    • Key Success Factors to Implement and Scale RPA

    Who Should Join:
    Loan Fulfillment, Compliance, Call Center Operations, Customer Experience, IT and Finance executives in Banking and Financial Services
  • Keep your business running in times of crisis Recorded: May 26 2020 49 mins
    Eileen O’Mahony - GM WMPromus & James Dening - Chief Evangelist Automation Anywhere
    This current crisis requires a fundamental shift in how you live your life and how your organisation operates. Quickly adapting to remote working and relying heavily on online collaboration tools has become the norm. For many of us, navigating through this unprecedented time is extremely stressful.

    What would make a difference?

    Join our webcast series with WMPromus and Automation Anywhere, starting by sharing the RPA insights and how some of our clients used this as the game changer to rely on IT automation tools to deliver business continuity.

    •Invoice Processing – Automatically process invoices without the need for manual matching/reconciliation
    •Application Forms – Process new forms e.g. Job Retention Scheme, SME Grants etc.
    •Co-ordinated Supply Response – Collate information from supply chain to predict usage and order key items
    •JML – Processing on-boarding, background checks, enabling workforce deployment, eliminating overpayments
    •Rostering – Accelerating roster availability, finalising roster reminders, automated billing and reconciliation
    •Automating HR Forms – Process HR, training and declaration forms, upload appraisal data
    •Sickness and absence – Collating daily nCov-19 sitrep information for managers and situations submissions

    Don’t miss out and register now!
  • Maximizing ROI through accelerated bot development Recorded: May 20 2020 61 mins
    Oli Morris, RPA Program Manager & Will Jones, Sr. Solution Lead
    As a result of our work with a wide variety of customers from different industries across the globe and over 1.5 Million bots deployed, we’ve gained a great deal of knowledge about effective bot deployment.
    In this webinar Oli Morris, RPA Program Manager & Will Jones, Sr. Solution Lead share their experience working with customers to improve the acceleration of their automation strategy.
    •Hear about the pitfalls that slow the deployment of bots and how to address them
    •Learn how to build re-usability into your automation strategy
    •See the possibilities for download of ready -to- use bots
    •Understand the potential for cloud and newest innovations in bot technology
    We’ll help you take another look at your deployment, see new possibilities, tools and techniques to drive better ROI from your process automation. Whether you’re just starting out or scaling in automation, there’s something here for you.
  • Descubra como la RPA puede ayudarle a mejorar la productividad dentro de SFDC Recorded: May 20 2020 52 mins
    Gerardo Murias - Preventa España
    Aprenda cómo mejorar la experiencia del cliente y potenciar Salesforce con Automation Anywhere.
  • Introduction to RPA Controllership Recorded: May 19 2020 57 mins
    Raj Ganesan, Managing Director, The Business Labs
    Accounting automation has gained significant inroads in many organizations. Yet, controllers are unsure how to reap the benefits of Robotic Process Automation (RPA) to reduce errors and speed-up P2P, O2C and R2R processes without additional cost and resources. RPA can help prevent mistakes and assist accountants improve their performance. In this session you will learn the necessary steps to initiate RPA in accounting departments and enable a digital finance approach.

    After this webinar you will be able to:

    • Determine when RPA is a better alternative to manual accounting activities
    • Define steps to analyze RPA candidates
    • Apply Best Practices for developing an RPA Proof-of-Concept (PoC)

    This webinar is delivered from the perspective of a controller who needs to strategize, design and manage finance and accounting automation. At the end of the session controllers will have gained basic knowledge to initiate RPA project in their organization and lead PoC efforts.
Go Be Great
Automation Anywhere empowers people whose ideas, thought and focus make the companies they work for great. We deliver the world’s most sophisticated Digital Workforce Platform making work more human by automating business processes and liberating people.

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  • Live at: May 26 2020 2:00 pm
  • Presented by: Ken Mertzel, Global Industry Leader - Financial Services at Automation Anywhere
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