Name: Upland InterFAX for Financial Institutions
Start: 2023-08-31T13:29:00Z
End: 2023-08-31T13:29:01.000Z
Location: BrightTALK

BA Insight, from Upland Software, is an enterprise AI search solution and the catalyst for your AI evolution. Leveraging advanced search, machine learning, and NLP, BA Insight harnesses your unstructured data, expediting retrieval, slashing manual efforts, and supercharging your team’s productivity.  

Backed by over a decade of expertise, our team delivers a mature AI search solution, seamlessly integrating with diverse repositories and knowledge systems. With BA Insight, you’ll consolidate scattered data sources and ensure only the data you want is fed into your Gen AI engine. BA Insight, where innovation meets intelligence.  

Agenda:

Introduction to Copilot Agents:
1. Unveiling the potential of Copilot Agents: Understand their capabilities and the technology underpinning them. 
2. Discussing the integration challenges and the infrastructure needs for optimal performance.

Strategic Implementation Roadmap:
1. Preparing your organization: Necessary infrastructure adjustments and skill sets for successful deployment.
2. Addressing the barriers to adoption and strategies to overcome them.

Optimizing the Use of Copilot Agents:
1. Effective strategies to fully leverage the capabilities of Copilot Agents.
2. Methods for measuring success and the direct impacts on business processes and outcomes.

Conclusion: Capitalize on the advanced capabilities of Copilot Agents with Upland BA Insight. Gain insights into setting up, optimizing, and revolutionizing business operations within Legal, Professional Services, and Finance sectors. Prepare to transform your business dynamics with cutting-edge AI technology.

Enabling Copilot Agents: Strategic AI Deployment Across Key Industries

In this live session, Kim Stein (BA Insight) and Stephen Bedford (Atlas by ClearPeople) unpack what it means to modernize legal workflows without sacrificing the human element. As AI becomes business-as-usual, many firms still face a disconnect between systems, teams, and information access.

This conversation examines how leading KM and IT teams collaborate to eliminate friction, enhance attorney support, and develop intelligent workflows tailored to the users.

You’ll learn:
1. What it takes to truly connect knowledge across your systems
2. How to make AI feel helpful, not overwhelming
3. Why the right connectors are the backbone of a modern legal tech stack
4. Practical steps KM and IT leaders can take together
 
Whether you’re rethinking your knowledge strategy or navigating the next wave of AI adoption, this is one session you won’t want to miss.

Modern Legal Workflows: Built for People, Powered by AI

Explore the power and potential of Copilot Agents in this strategic session designed for IT and business leaders. Learn what Copilot Agents can do, how they work, and what it takes to implement them effectively.

We’ll cover:

The core capabilities of Copilot Agents and the tech behind them

Key infrastructure and integration considerations

How to prepare your organization—from systems to skill sets

Common adoption barriers and how to overcome them

Whether you're evaluating your AI strategy or ready to deploy, this session will help you map a clear, successful path forward.
Optimizing the Use of Copilot Agents:
1. Effective strategies to fully leverage the capabilities of Copilot Agents.
2. Methods for measuring success and the direct impacts on business processes and outcomes.

Conclusion: Capitalize on the advanced capabilities of Copilot Agents with Upland BA Insight. Gain insights into setting up, optimizing, and revolutionizing business operations within Legal, Professional Services, and Finance sectors. Prepare to transform your business dynamics with cutting-edge AI technology.

Your AI is only as good as the data behind it—and at the heart of usable, AI-ready data is superior metadata. In this quick-hit 8-minute session, discover how BA Insight’s AutoClassifier transforms messy, unstructured content into searchable, structured knowledge—without the burden of manual tagging.

We’ll explore how integrated AI, Natural Language Processing (NLP), and rules-based tagging work together to automatically extract key terms, categorize information, and make your enterprise data easier to find, use, and trust.

Making Data Usable for AI: Smarter Tagging with AutoClassifier

In our on-demand webinar, discover the transformative power of Azure AI Search with BA Insight. Join us as we delve deep into the world of Generative AI content search solutions, exploring how Azure AI Search, when seamlessly integrated with BA Insight's cutting-edge technology, revolutionizes how organizations access, manage, and derive insights from their data.
 
Agenda:
1. Introduction to Azure AI Search: Uncover the core features and functionalities of Azure Search. Understand how it seamlessly integrates with various data sources, creating a unified search experience.

2. BA Insight's Intelligent Integration: Explore how BA Insight enhances Azure AI Search, enriching it with powerful connectors and advanced analytics. Learn how our solutions amplify Azure Search's capabilities.

3. Unified Search Across Diverse Repositories: Witness the magic of unified search. Discover how BA Insight enables seamless integration with various repositories, breaking down data silos and ensuring a comprehensive view of your organization's content.

4. AI-Driven Relevance and Personalization: Dive into the realm of AI-driven insights. Explore how BA Insight employs artificial intelligence to enhance search relevance and deliver personalized experiences, ensuring users receive precisely what they need.

5. Scalability and Performance Optimization: Unravel the secrets to scalability. Understand best practices for optimizing Azure Search's performance, ensuring lightning-fast results even in large-scale deployments.

Content Search Intelligence: Azure AI Search and BA Insight in Action

The first step toward successful artificial intelligence (AI) deployment is often the most overlooked: data preparation. Without high-quality, well-prepared data, AI projects face a significant risk of failure.

In this webinar, we'll explore essential preparation techniques, such as data chunking, vectorization, and semantic analysis, to help your organization enhance data quality and structure. 

Join us to understand why preparation is key to AI enablement and how this foundational stage can elevate your entire AI initiative. You’ll also learn how to implement data enrichment, metadata tagging, and classification strategies to ensure your AI models receive context-rich information, driving meaningful outcomes and reducing errors.

Preparing Your Data for AI Success: Essential Steps for AI Enablement

In this video, Jason McCullagh, the Senior Director of Strategic Partnerships at Upland BA Insight, demonstrates BA Insight, a product that works with data sources and search platforms to enrich legal content for increased findability, contextualization, and security.

LegalTech Hub Product Briefing - BA Insight

AI’s effectiveness depends on its access to the right information. In this webinar, we’ll explore how configuring secure access to your organization’s knowledge is essential for empowering AI to deliver accurate, actionable insights. We'll discuss best practices for establishing role-specific access, eliminating data silos, and enabling connections across diverse applications and data sources.  

 

Learn how secure access to comprehensive knowledge transforms AI into a valuable, business-aligned asset, setting the stage for success in all AI-driven initiatives.

Empowering AI Success: The Key to Accessing Essential Knowledge

Effective application of artificial intelligence (AI) requires not only data access but also intentional exposure of knowledge to the right users at the right time. 

In this webinar, we’ll cover how to strategically expose knowledge, ensuring that AI delivers relevant insights while respecting data privacy and regulatory requirements. 

Watch the session to discover how to leverage APIs, embed applications, and use tailored permissions to connect users with actionable insights securely and maximize your AI impact.

Maximizing AI Impact: Exposing Knowledge for Optimal User Access and Insight

Implementing AI is often seen as the next big leap, but with 90% of AI projects failing to reach the implementation stage (Gartner), the road to AI success is riddled with challenges. In this webinar, we’ll delve into the most common pitfalls and risks IT leaders face, from data integration and model training issues to security and scalability obstacles. Discover practical strategies and expert insights to overcome these barriers and turn your AI aspirations into impactful realities for your organization.

From Vision to Reality: Navigating the Pitfalls of AI Implementation

Extending Copilot Agents: Unlocking the full potential of AI-driven Knowledge

 

With Microsoft’s latest release of Copilot Wave 2 we have something new to introduce: Copilot Agents. Come learn with us on what Copilot Agents are, why they’re important, and why extending them gives your Agents the best chance to succeed in your enterprise.

Extending Copilot Agents: Unlocking the full potential of AI-driven Knowledge

Resistance to change, obsolete technology, security concerns, and outdated information all rank as top challenges associated with establishing effective knowledge management (KM). To circumnavigate these KM barriers, consider learning from those who have previously sewn success.

Join Sarah Hirebet (Andrews), Lawyer and KM Leader at Stradley Ronon, for a fascinating look at the firm’s innovative ‘knowledge intranet’ transformation journey.

Leveraging a collaborative vendor partnership and an agile, data-driven approach, the firm implemented a modern knowledge sharing solution tailored to their client service culture.

Attendees will also gain insights into Stradley's change management efforts and strategic vision for continuous knowledge management improvement to deliver more value to clients.

Stradley Ronon Transforms Knowledge Management to Enhance Customer Value

Join us for a dynamic session with Skailar Hage as we delve into identifying business problems that are ideal for AI solutions. Learn about the characteristics that make a problem suitable for AI and how to strategically apply AI to enhance your organization's processes. Discover how to effectively integrate AI with practical examples and expert guidance to boost your operational efficiency and decision-making.

This webinar will equip you with the knowledge to evaluate and implement AI solutions that are tailored to your unique business needs. Join us to transform your approach to problem-solving and harness the power of AI in your industry.

AI Atoms Episode 2: AI For Business Impact, a Practical Approach

Join us for an in-depth webinar hosted by Skailar Hage, where we'll explore the evolution and impact of BA Insight's Auto Classifier. As enterprises increasingly integrate AI into their operations, the ability to efficiently organize and enrich content becomes critical. This webinar will delve into how Auto Classifier has transformed from a traditional content enrichment tool to a pivotal player in enhancing AI outcomes.

Agenda:
1. Introduction to Auto Classifier
2. Evolution of Auto Classifier
3. Enhancing AI Effectiveness with Auto Classifier
4. Maximizing ROI on AI Projects

From Search to AI Success: Unlocking the Power of Auto Classifier

Today's finance leaders are making big things happen by operating faster with more agility and on a global scale. But with increasingly com security and compliance standards to keep up with, sometimes sending critical financial communications and documents can slow you down. Now there's a better way to send and receive faxes worldwide without compromising security, speed, or the user experience, with InterFAX, Upland's best in class cloud based online fax service. Learn more and contact us at uplandsoftware.com/interfax.

Upland InterFAX for Financial Institutions

APIs

Cloud Fax

Digital Transformation

Financial Services

Data Security

PCI DSS

PCI Compliance

PCI Security

Cyber Security

Cloud computing has exploded over the past few years, delivering a previously unimagined level of workplace mobility and flexibility. The cloud computing community on BrightTALK is made up of thousands of engaged professionals learning from the latest cloud computing research and resources. Join the community to expand your cloud computing knowledge and have your questions answered in live sessions with industry experts and vendor representatives.

Cloud Computing

Unified communications improve collaboration and increase productivity among employees through technologies such as VoIP, instant messaging and social media. Join this community to learn how to benefit from the full value of unified communications and collaboration technologies.

Collaboration and UC

Enterprise applications have become a crucial piece of infrastructure for many businesses. The enterprise applications community on BrightTALK features the latest insights in enterprise application integration, enterprise application architecture and EAS software. Join the community to gain access to thousands of videos and webinars presented by recognized enterprise information systems experts and arm yourself with the knowledge you need to succeed.

Enterprise Applications

Practicing business intelligence allows your company to transform raw data into sets of insights for targeted business growth. The business intelligence and analytics community on BrightTALK is made up of thousands of data scientists, database administrators, business analysts and other data professionals. Find relevant webinars and videos on business analytics, business intelligence, data analysis and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Business Intelligence and Analytics

The storage community on BrightTALK is made up of thousands of storage and IT professionals. Find relevant webinars and videos on storage architecture, cloud storage, storage virtualization and more presented by recognized thought leaders. Join the conversation by participating in live webinars and round table discussions.

Storage

Network infrastructure professionals understand that a reliable and secure infrastructure is crucial to enabling business execution. Join the network infrastructure community to interact with thousands of IT professionals. Browse hundreds of on-demand and live webinars and videos to learn about the latest trends in network computing, SDN, WAN optimization and more.

Network Infrastructure

Welcome to the big data and data management community on BrightTALK. Join thousands of data quality engineers, data scientists, database administrators and other professionals to find more information about the hottest topics affecting your data. Subscribe now to learn about efficiently storing, optimizing a complex infrastructure, developing governing policies, ensuring data quality and analyzing data to make better informed decisions. Join the conversation by watching live and on-demand webinars and take the opportunity to interact with top experts and thought leaders in the field.

Big Data and Data Management

As an IT professional, many of the problems you face are multifaceted, complex and don’t lend themselves to simple solutions. The information technology community features useful and free information technology resources. Join to browse thousands of videos and webinars on ITIL best practices, IT security strategy and more presented by leading CTOs, CIOs and other technology experts.

Information Technology

Get powerful emerging technology insights from influential experts. Connect with thought leaders and colleagues to get the most up-to-date knowledge on technologies like 3D printing, pervasive robotics, natural interfaces, connected everything and cognitive systems.

Emerging Technologies

The research and development community on BrightTALK brings together leading professionals in healthcare, technology and manufacturing to present on current topics in their fields. From big data in healthcare to online forensics training and medical research practices, the community is an exceptional resource for those looking to expand their knowledge. Be part of the conversation by joining the community and participating in interactive live webinars.

Upland InterFAX for Financial Institutions

Presented by

About this talk

Upland Software - BA Insight