Financial Managers Society NY/NJ & NJBA: Half-Day CFO Conference with NJ Bankers

The need for financial institutions to embrace technology and innovation has become increasingly apparent over the past several years. In order for financial institutions to achieve their strategic goals, the need to examine existing technology providers, customer experience, and access to data is critical. With mounting pressure in the form of increased competition from large banks, fintech providers, and community institutions with advanced digital capabilities, the time to innovate is now. This presentation examines the CFO’s role in innovation, including current opportunities with automation, new fintech providers, and workflow analysis to support digital investment.   

In this session, we’ll cover: 

• New fintech providers and actual use cases 
• How to analyze existing processes for automation opportunities
• Robotic Process Automation and when to invest