Automating Intelligently: Improving Both Sides of the Digital Banking Experience

How Intelligent Automation enhances Customer Experience (CX) and Employee Experience (EX)

In the third and final webinar of the Automating Intelligently series, join Kyle Hoback and Grant Vickers of WorkFusion to understand how document processing can positively impact both the employee and customer experience.


This webinar will take place on:
28 July, 2021
11:00 AM - 12:00 PM EST


In the third and final webinar of the Automating Intelligently series, join Kyle Hoback and Grant Vickers of WorkFusion to understand how document processing can positively impact both the employee and customer experience.

Today, 50–75% of CLM activities are done manually, adding days to processes like customer onboarding. Analyst teams often experience 100% turnover within 12 months, resulting in hidden costs and risks. Join Kyle and Grant as they:

  • Explain why inefficient document processing is disturbing effective CX
  • Review why mundane manual work is so costly and risky for banks
  • Discuss the impact of CX and EX through automation of the KYC Document Processing and Name Screening Alert Review use cases

All attendees will also receive these downloadable WorkFusion white papers:

  • Beyond the Digital Façade: Make minutes count and avoid churn for Banking & Financial Service customers
  • The Hidden Costs and Risks of Poor Employee Experience in AML and KYC Operations



Speakers

Kyle Hoback
Director, Intelligent Automation
WorkFusion

As WorkFusion's Director, Intelligent Automation, Kyle helps Banking, Financial Services, and Insurance leaders understand how Intelligent Automation is improving operational efficiency and enhancing customer and stakeholder satisfaction. Before joining WorkFusion, Kyle consulted public and private sector organizations on more effectively using their data and systems.

Grant Vickers
Head of AML
WorkFusion

Grant Vickers leads WorkFusion’s KYC/FinCrime Automation practice. Prior to WorkFusion Grant spent time at the US Department of the Treasury as a Policy Advisor working on a variety of AML and sanctions issues in the Middle East, South and East Asia regions. He has also spent many years in consulting, working with the leading US and global financial institutions on BSA, AML, and OFAC compliance and operations matters.

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