Hyper-Personalization
in Finance and Insurance

Implementing One-to-One Intelligent Automation

Hyper-Personalization in Finance and Insurance:

Implementing One-to-One Intelligent Automation

Wednesday, October 27th
@ 12:00 – 1:30 PM CT

Wednesday, October 27th
@ 12:00 – 1:30 PM CT

How to advance the customer experience and gain a competitive edge through intimate, personalized automation.

Moderator

Chris Smith

Blue Prism

Senior Director


LinkedIn

Moderator

Chris Smith

Blue Prism

Senior Director


LinkedIn

Panelists

Eric Maloney

Axis Group

Digital Transformation Strategist


LinkedIn

Alex Balbontin

McKinsey & Company

Senior Expert in Digital Services


LinkedIn

Geoff Hutton

Rainbird Technologies

Financial Risk Regulatory Lead


LinkedIn

Chris Phillips

Lendmark Financial Services

Assistant Vice President, Vendor Risk


LinkedIn

Fabien Legland

BNY Mellon

Director, Technology Business Management


LinkedIn

About the Program

Don’t miss the chance to attend our invite-only virtual event! Participants will enjoy:

  • Networking with fellow digital transformation and automation strategy leaders in the finance and insurance industries
  • Live Q&A with our moderated panel on the future applications of intelligent automation
  • A meal code to enjoy lunch on us

Agenda

12:00 PM     

12:05 PM   

12:15 PM     

12:55 PM    

1:10 PM       

12:00 PM   

Attendees Enter Virtual Event & Welcome Remarks

12:05 PM   

Video Networking in Breakout Rooms

12:15 PM     

Panel Discussion

12:55 PM    

Audience Q&A

1:10 PM       

Breakout Networking Sessions

Attendees Enter Virtual Event & Welcome Remarks

Video Networking in Breakout Rooms

Panel Discussion

Audience Q&A

Breakout Networking Sessions

Event Details

Date

Wednesday, October 27th, 2021

Time

12:00 PM – 1:30 PM CT

Attendee Profile

Select group of digital transformation and automation strategy leaders in the finance and insurance industries.

About the Content

The recent explosion of data from connected devices, IoT, physical robots, and cognitive technologies has greatly influenced the type and frequency of automations within the insurance and finance industries. The resulting race for digital transformation is pushing legacy companies to change processes at a rapid speed, causing a drastic increase in the competition for customer experience. 

To adapt to the ever-changing expectations of their clients, legacy firms can implement hyper-personalized intelligent automation to give customers what they want, when they want it, and on a one-to-one basis. Individualized data allows organizations to develop a comprehensive, coherent data strategy and technology infrastructure that is better tailored toward the customer journey.

On October 27th, our industry experts will discuss how to advance the customer experience and gain a competitive edge through intimate, personalized automation.

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Examples of New Innovations We’ll Discuss:

  • Generating faster quotes and policy documents through a digital workforce
  • Seamlessly implementing customer onboarding with KYC checking
  • Securing end-to-end fraud detection and protection with AML software
  • Creating a higher NPS, lower employee churn, and lower call center and training costs
  • Using NLP for chatbot speech recognition and intent parsing in customer service
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A Taste of What to Expect

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A Taste of What to Expect

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Sponsor

blue-blue_prism_logo

Blue Prism is the global leader in intelligent automation for the enterprise, transforming the way work is done. We help organizations just like yours accelerate operational efficiency and agility by making it easy for your people to automate the processes that matter most. Our intelligent digital workforce is smart, secure, scalable, and successful, freeing up humans to reimagine work.

Workforce of the future: Designed to deliver the highest possible value as your business scales, the digital workforce can be trained to take on increasingly complex activities across your business, wherever and whenever they’re needed most. The digital workforce also integrates seamlessly with your people, architectures, systems, technologies and data to strengthen your connected enterprise. What’s more, our cloud delivery strategy removes potential barriers to intelligent automation adoption and scale, ensuring you can meet strategic business goals quickly and effortlessly. To learn more, visit www.blueprism.com.

Organizer

BDILogoFinal

Business Development Institute (BDI) is an award-winning event marketing agency specializing in producing invitation-only, thought leadership driven, custom events on the most impactful topics. BDI’s programs create an interactive peer learning experience while providing a rare networking opportunity for like-minded leaders over a fine lunch.

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