Session Title: Robotic Process Automation: a Digital Workforce in Financial Services

Session Description: Robotics or robot process automation (RPA) is the use of a software ‘robot’ that replicates the actions of a human being interacting with the user interface of a computer system. This discussion will provide an overview of RPA technology and explore ways that financial services firms are increasingly taking advantage of an automated workforce to improve margin, enhance customer service, improve employee job satisfaction and free up human capital to focus on higher value activities.

Session Bios: 

Kimberly Neff leads EY’s Financial Services Advisory practice in the Southwest and is based in Dallas.  She focuses on leading operational and technology transformation projects that provide benefits including increased efficiency, innovation, regulatory compliance, and risk reduction.  Kimberly has extensive experience managing process reengineering and cost-saving programs via automation such as robotics/RPA, BPM/workflow, cognitive and other intelligent automation tools.

Larry Kaplan is a Denver based Senior Manager in the Technology Advisory Services practice of EY with over 15 years of Financial Services and Technology experience with a focus on large scale Commercial and Consumer lending transformational programs and system implementation.  He is a leader in the delivery enablement pillar of the practice’s robotic process automation Center of Excellence with experience leading complex automation programs for large financial services clients.