A Closer Look at RPA in Financial Services

Wednesday, June 7, 2017

11:00 am - 12:00 pm ET






What are NICSA members asking about RPA implementation? View Q&A from our recent webinar.

What's in your RPA toolbox? The road to implementation starts with a good checklist.


 Paul Fahey
Senior Vice President, Northern Trust
 Joseph Gabiger
RPA Lead Architect & Control Manager, BNY Mellon
 Kelley Mavros
Partner, Strategy& / PwC; Co-Lead of Fin Services Digital Labor Practice
 Tom South
Executive Vice President, Chief Business Architect, Northern Trust


A Closer Look at RPA in Financial Services from NICSA


Robotic Process Automation is entering the fabric of the asset management industry. Fund companies are aligning RPA with enterprise architecture by educating their staff in automation development, learning how to identify value-add business applications, and developing an appreciation for the true cost to run a shop that uses RPA.

This webinar will consider several aspects of the maturing state of RPA in asset management, including real world examples and a deep dive into the key principles governing the use of RPA.

Decision makers within asset management who are contemplating the adoption of RPA will benefit from this informative webinar, addressing issues such as:

  • Identifying value-add automation candidates
  • Assessing risks associated with RPA change events
  • Understanding the true cost/benefits analysis of ownership
  • HR policy implications of broad RPA adoption
  • Evolution and convergence of various levels of AI

This webinar is well suited for decision makers in asset management contemplating the adoption of RPA and assessing the true cost of ownership.

CPE Information


NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry..

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: http://www.learningmarket.org/.

For this webinar:
CPEs Earned: 1
CPE Field of Study: Business Management & Organization
Program Level: Basic
Delivery Method: Group-Internet Based


For more information, please contact Travis Orton at 508.683.1618.