Unlocking the Future of Mortgage Banking🌟Let's dive into one of the most crucial challenges in mortgage banking today – accurate document-to-data extraction. As we move towards greater automation and AI integration, reliably extracting and comparing data from documents is more critical than ever. Join our host, Narayan Bharadwaj, and these leading panelist for a deep dive into the challenges and opportunities of document automation:
🎤 Julie Lane, Global Head, Modern Product Practices in Financial Services, Amazon AWS
🎤 Nate Longfellow, Head of Business Technology for Residential Lending, TD Bank
🎤 Rajan Nair, CEO of Indecomm

visit g2g.indecomm.com to see upcoming episodes!

The inaugural Genius to Genius forum offered a snapshot of Arvest’s approach to mortgage automation. However, attendees expressed a desire for a more comprehensive understanding—covering the who, what, when, where, and how of crafting an automation strategy. To address this, we are thrilled to have Ryan Davis, Arvest’s Director of Process Improvement, delve deeper into the intricate planning, analysis, and mapping that underlie large-scale automation initiatives.

In this session, Ryan will unpack Arvest’s proven methods to provide attendees with a foundational roadmap for adopting automation and blueprinting your organization for automation success. Topics to be covered include:

• Kickstarting Your Automation Journey: Needs Assessment
• Assembling and Structuring an Effective Automation Team
• Prioritizing Processes: Arvest’s “Don’t Automate a Bad Process” Philosophy
• Process Mapping: Understanding Customer Journeys and Value Streams
• Performance Metrics: How to Monitor, Measure, and Assess the Impact of Your Automation Efforts
• Navigating Obstacles: Lessons Arvest Learned in Scaling Their Automation Initiatives
• Real-world Applications: An Exclusive Preview of Processes Automated within Arvest Mortgage

Join us for a comprehensive guide to automation, enriched by Arvest’s firsthand experiences and insights.

visit g2g.indecomm.com to see upcoming episodes!

When it comes to adopting and implementing mortgage automation (bots, RPA, machine learning), how do you stack up with your peers? Is your organization effectively utilizing automation? What are the biggest areas of opportunity for automation and what are the biggest challenges impeding adoption?

Event Date: June 7, 2023
Time: 1:00 PM EST- 2:00 PM EST
Format: Virtual Roundtable Discussion

Join this candid conversation with expert panelists:

Narayan Bharadwaj, SVP Automation at Milos | Host
Jennifer Fortier, CMB, Principal Consultant at Stratmor
Matt Kendall, President and CEO with Arvest Bank | Mortgage
Aru Anavekar, CEO at BotSplash

visit g2g.indecomm.com to see upcoming episodes!