Banking & Financial Services Summit Registration Page

Automating with the world's top banks

Register today to learn from automation leaders at JP Morgan Chase, Wells Fargo, Truist, BNY Mellon | Pershing, Bain & Co, Finastra, Cowen, and more.

Banking and Financial Services Summit

There’s a paradigm shift taking the industry by storm: Artificial Intelligence (AI), citizen-led development, and low-code platforms are ushering in a new era of automation – revealing a massive competitive advantage to those who embrace it.

Learn from leaders at some of the world's top banks on how they're leveraging automation as not only a tool, but as a new way of operating, and a new way of innovating. Register once to get access to all seven on-demand summit sessions.

Session Titles

Opening Remarks: A New Era of Automation

Introduction to leading automation technology, and how firms can embrace this new era of automation.

Ted Kummert

EVP, Products & Engineering at UiPath

Customer Panel: Featuring Wells Fargo, Truist and JPMorgan Chase

Hear from a panel of the world's top banks that are putting automation at the center of their strategy.

Dolly Tanwani

SVP, Head of Enterprise Intelligent Automation Solutions at Wells Fargo

Amit Kumar

Global Head of Banking, Financial & Insurance at UiPath

Diana Caplinger

Executive Vice President, Head of Enterprise Enablement and Intelligent Automation at Truist

Shefali Shah

Managing Director Global Digital Transformation and Integrated Intelligent Automation at JP Morgan Chase

Consultant Spotlight: Advancing Your Automation Journey in these Uncertain Times with Bain

Understand the six primary trends in automation, learn how to go beyond traditional RPA to scale for success.

Paul Krauss

Senior Director, Head of Automation at Bain

Customer Panel: Featuring Raymond James, City National Bank of Florida, Industrial Bank of Korea, First Horizon Bank, and NACF

Hear from a panel of the top banks in the world who are already seeing these incredible benefits.

Gaby Nevergold

Associate Director, Strategic Technology Innovation and Adoption at Raymond James

Jose Manuel Perez

Vice President, Enterprise Automation Director at City National Bank

Mi Jeong Park

CoE Team Leader at NACF (National Agricultural Cooperative Federation)

KT Kyoungtae Kim

Digital Transformation Team Leader at Industrial Bank of Korea

Laura Hendrix

SVP Enterprise RPA & Process Improvement at First Horizon Bank

Analyst Session: Delivering More Business and Customer Value with Automation

Listen in with Forrester analyst discuss how automation is emerging out of the back office to become a potent enabler of new business and operating models.

Alyson Clarke

Principal Analyst at Forrester

Citizen Development: Empowering Your People to Build Automations with Low-Code Tools, Featuring Leading North American Banks

Learn from a panel of representatives from top institutions who’ve automated simple tasks with low-code apps.

Christy Chon

Director Global Clearance and Settlement at Bank of New York Mellon/Pershing

Peter Cusick

Director Global Transformation at Bank of New York Mellon/Pershing

Nadine Haidar

Managing Director at Cowen

Purpose-Built Solutions: Run Your Automation in a Secure and Industry-Compliant Cloud, Featuring Finastra

Quickly and confidently move automations to the cloud with Finastra and UiPath's managed service that's purpose-built for compliance with industry-standard regulatory/audit measures and information security guidelines.

Kirat Rawel

Head of Business Operations - Marketplace at Finastra