The RPA Evolution:

Insights from CoE Leaders

Join Terry Woods, CEO of RPAi, for an insightful webinar where regional banks and credit unions share how they’re leveraging Robotic Process Automation (RPA) and AI to overcome unique challenges and drive operational efficiency.

Discussion:

1. Keys to a successful automation program - lessons learned.
2. Innovative applications combining RPA and related AI.
3. Strategies to address specific challenges faced by smaller financial institutions.

Roundtable: Bank of Oklahoma, First National Bank of Omaha, Origin Bank

Webinar Agenda:

• Introductions
• Overview of RPA Programs:
  Each client shares insights into their RPA programs, key use cases, operating models, and the results they've achieved.
• Roundtable Discussion:
  • Lessons learned and guidance for those just starting with RPA.
  • Why choose SS&C Blue Prism and RPAi?
  • Strategies for scaling and building momentum in automation.
  • What's next? How are you planning to leverage Generative AI, and which areas will have the most impact? Discussion of initial use cases, pilots, and future plans.
• Q&A Session

The Panel

Jeremy Lang

Sr. Director, Operations Analysts, First National Bank of Omaha

Joseph Wallace

Robotic Process Automation Manager, Bank of Oklahoma

Shawn Edmiston

Robotics and Intelligent Process Automation Analyst, Origin Bank

Terry Woods

CEO & Chief Robotics Enthusiast