Why taming document chaos is key to everything

The daily chaos of processing incoming and outgoing documents has always been a challenge for financial institutions. But "business as usual" won't cut it anymore in the era of hybrid and remote workforces, customers with higher expectations and more demanding regulatory requirements.

Any financial institution serious about their digital transformation needs to tame document chaos. It is time to iron out the friction and inefficiencies that plague every area of banking, from siloed data and disconnected systems to maintaining compliance to delivering a "fintech"-worthy level of customer experience.

Join us for a discussion led by BAI’s Holly Hughes, with thought leaders, Joe Labbe from KnowledgeLake and Bob Browne from Cedar Creek Consulting, to gain valuable insights into why eliminating document chaos can lead to operational efficiencies, audit-readiness and improved customer satisfaction.

Key takeaways:

• How AI, automation and other technologies can help financial institutions get a handle on document flow and achieve a new level of regulatory efficiency
• Why getting your data and documents flowing between systems and applications can improve your digital transformation
• How document management can help banking leaders make an immediate impact on loan processing, customer on-boarding, compliance and more

THOUGHT LEADERS:

Joe Labbe
Vice President, Product Development
KnowledgeLake

Joe is the VP of Product Solutions at KnowledgeLake. His primary responsibility is working with customers and OEM partners to integrate the KnowledgeLake intelligent automation platform into vertically-oriented business solutions. Prior to joining KnowledgeLake, Joe was the founder and CEO of RPA software firm RatchetSoft, where he guided product development and helped partners and customers leverage the power of RPA to integrate ECMs, line of business systems and streamline document processes.

Bob Browne
Consultant
Cedar Creek Consulting

Bob is an industry expert with over four decades of direct industry experience. For over two decades, he worked with a large regional community bank and has since spent, again, over two decades consulting with banks and credit unions nationally. He has experience in a wide array of areas including electronic payments, treasury services, commercial lending, consumer lending, product development, financial reporting, governance, compliance and information technology. During the 2008 financial crisis, Bob was called upon by the FDIC to close three community banks. Since that time, he has devoted much of his time to saving troubled financial institutions in variety of roles.

Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing, digital thought leadership, events and strategic programs for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing and leadership experience across a number of industries. Most recently, she served as SVP and Marketing Director for Fifth Third Bank. Prior to Fifth Third, Holly held a senior marketing leadership position at MidAmerica Bank, a leading community bank in the Chicago market (now PNC).