RegEd CEO & Founder to Speak at FSI Forum in Salt Lake City, Utah
John M. Schobel will speak as part of the event’s Executive Track, on the topic of innovation and automation in the financial services industry
Financial services professionals will gather at the FSI Forum at the Grand America Hotel in Salt Lake City, Utah, on September 24-26 to discuss the foremost challenges facing advisors and executives in the industry. RegEd CEO & Founder John M. Schobel will speak at the event, on the topic of technology innovation and automation, and how technology will impact the industry in the future.
The FSI Forum is an in-depth, issues-focused educational conference that includes both advisor-focused and firm executive-focused sessions, built by and for their members. At FSI Forum 2018, attendees will be given the chance to network and engage with their peers from across the independent financial services industry, in educational sessions and discussions focused on the hottest issues facing advisors and executives.
Mr. Schobel will speak as part of the panel, Innovation & Automation to Increase Service Levels & Profit Margins, which is scheduled for Tuesday, September 25 from 9:30 to 10:30 a.m. “Leveraging new technology, the compliance and operations functions can evolve to deliver new levels of value creation and competitive advantage. Technologies such as Robotic Process Automation and AI automate repetitive, routine and manual tasks, enabling compliance resources to undertake higher value activities and increase the quality of their contribution to the business. I look forward to discussing this topic with my fellow panelists,” he stated.
The session will address ways that companies are using these new technologies to simplify business submissions, improve service levels, reduce NIGOs (not in good order) and increase profit margins. The session will also explore how companies can support the transition to new technologies and implement best practices for creating an optimized customer experience. In addition, the panelists will discuss how firms can combine technology with human interaction to preserve the value of advice, which is integral to continued industry growth.
To learn more about the FSI forum, please visit here. Registration is now open.
RegEd is the market-leading provider of RegTech enterprise solutions with relationships with hundreds of enterprise clients, including 80% of the top 25 financial services firms.
Established in 2000 by former regulators, the company is recognized for continuous regulatory technology innovation with solutions hallmarked by workflow-directed processes, data integration, regulatory intelligence, automated validations, business process automation and compliance dashboards. The aggregate drives the highest levels of operational efficiency and enables our clients to cost-effectively comply with regulations and continuously mitigate risk.
Trusted by the nation’s top financial services firms, RegEd’s proven, holistic approach to RegTech meets firms where they are on the compliance and risk management continuum, scaling as their needs evolve and amplifying the value proposition delivered to clients.