1. The New Technology Frontier
RPA, AI, Blockchain, and Other New Technologies

2. Front Office / Call Center
Context Setting
eSignature
External Systems
Customers
Back Office
eDelivery
Mobile
Client Web Sites
Back Office
Front Office / Call Center

3. What is RPA
A pivot from people to software, from high-volume, highly transactional manual processes, to a digital workforce.
Looked at as a solution that used to be solved by outsourcing to low-cost manual labor options. Onshoring and digital.
Addressing the classic "swivel chair" problem, where we are taking data in one form and manually entering or verifying it in another electronic system. 
Example: Transition to the "lights out" textile factory

4. Benefits of RPA Ability to scale Consistently applied business rules
Only exceptions are manually processed 
Integration of processes across multiple systems (Client Level Address Change, for example)

5. Where RPA fits best: Rules Based – No human judgment needed
High Volume – The higher the better
Low Exceptions – We want the same thing to happen over and over with very little variation
Stable and Well-Defined Processes – Minimal changes, well established and mature 
Low System Change – interacting with applications that have very little change
Structured Data – electronic or forms based data that can be fed to the RPA with consistency

6. What parts of RPA can be done “out of the box” with IFS
Business Rules
Workflow Tasks
Sub processes
IFS Maintenance Tasks
Audit and reporting
Exception Processing
System Interfaces

7. Opportunities to Use RPA
Activity or Time Driven System Created Service Requests
Compliance Data / Client Information Verification
RMD reminders
36 Month Verification Letters
Householding / Multiple System Sync
Address, Phone Number. Change
Client Activity Driven Transactions

8. Roundtable Discussion
What percentage of your transactions are currently straight through?
Are you happy with that percentage? 
What are the primary causes of manual intervention
Where can you automate interactions with other systems, eliminating re-keying, manual queues, or swivel chairs checking?
How many of the systems that you are currently interacting with have no API or other interface?
How (if any) are you using RPA today?
Have you thought about leveraging the IFS platform to automate processes other than field or client initiated transactions? 

9. Predictive Analytics What is it? Potential Applications: Data mining
Modeling
Machine learning
Using as input:
IFS history
Customer data from other systems
Fraud detection
Cross-sell opportunities

10. Blockchain What is it? Potential Applications:
A decentralized and distributed ledger
The technology behind Bitcoin
Audit history
Data sharing
Account holder
Account transfers (cross-firm)

11. Up Next...
"You Want What?!" New Configuration Options to Allow for Rapid UI Customization" Tim Parsons