Live Digital Process Automation Showcase for Financial Services

AI-Powered Process Automation Showcase For Financial Services

Tuesday, November 26 | 3pm GMT / 10am ET

Discover how to unlock efficiency, enhance compliance, and drive operational excellence with FlowForma Process Automation. Join us for this exclusive digital showcase tailored specifically for financial services professionals.

Experience our most recent innovations including our biggest and most powerful platform update yet, FlowForma Copilot.

What to Expect:

• See FlowForma Process Automation in Action: See how quickly and easily you can automate processes like customer onboarding. Discover how built-in audit trails simplify compliance and see how the FlowForma platform streamlines approval processes for effortless management

• Experience AI-Powered Innovation: Get an exclusive look at FlowForma’s new AI-Powered Copilot, designed to fast-track process creation and simplify automation.

• Gain Real-Time Insights: Explore our Insights feature to gain 360-degree visibility into your workflows, enabling faster, data-driven decisions.

• Interact with Experts: Engage in a live Q&A with our process experts, ready to provide actionable advice to streamline your workflows.

Complete this short form to register.

Key Takeaways:

✔️ The transformative benefits of digital process automation for financial services organizations

✔️ How our AI-Powered Copilot and real-time Insights can help you accelerate automation and improve decision-making

✔️ Strategies for eliminating paper and email delays, empowering customers to participate in onboarding, compliance and approval processes seamlessly

✔️ Steps to strengthen compliance with fully certifiable, audit-ready electronic records

Your hosts:

Robert support Robert Kane, Digital Strategist
Robert is passionate about supporting financial services companies on their digitalization journeys. With six years of experience onboarding companies to the FlowForma Process automation platform, Robbie is your go-to FlowForma expert. Robbie has a wealth of experience in seeing companies digitalize simple to complex processes with FlowForma, you name it, he’s done it. Join Robbie live as he shares insights into how digitalization will rapidly support your operational excellence and efficiency goals for 2025.

David Shanley circle David Shanley, Senior Solutions Consultant

David Shanley is a Senior Solutions Consultant at FlowForma, who is committed to supporting organizations in evaluating FlowForma and demonstrating proof of value. David has over 9 years of experience on the FlowForma Process automation platform, he is an expert when it comes to everything process. Join David live as he demonstrates the power of the fastest process automation tool on the market and shares his top tips for success.

AI-Powered Process Automation Showcase For Financial Services

Join our live showcase webinar

Key Takeaways:

Your hosts:

Ready to discover the transformative potential of Process Automation?