Webinar
Intelligent Process Automation for Financial Services Back Office
How financial services back offices automate document-heavy processes with IDP — with a case study of 75% less time spent, delivered within 8 weeks.
Financial services was the first industry to take automation seriously, because its two governing metrics — bottom-line efficiency and turnaround time — respond directly to it. This webinar looks at the next step past basic automation: intelligent process automation (IPA) for the back office, where machine learning and document understanding take on the processes that rely most heavily on paperwork.
What the session covers
The session starts with the automation challenges financial services organizations actually face — not the technology gaps, but the process realities: document-dependent workflows where every case looks slightly different, and where conventional automation stalls at the first non-standard input. It then maps the opportunity in intelligent document processing: which back-office processes are candidates, what “understanding” a document means beyond OCR, and how extracted data becomes decisions rather than another queue.
The proof point is the case study: a financial services organization that cut time spent by 75%, with the solution delivered within 8 weeks. The panel — spanning Wipro, S&P Global Market Intelligence, and Infosys — grounds the discussion in what deployment looks like inside large finance and operations functions, not just what a demo shows.
Speakers
- Aditya Deuskar — Entrepreneur
- Nikhil Asopa — Country Head, Japan & Korea Business Operations, Wipro Limited
- Mohit Middha — Director, S&P Global Market Intelligence
- Naveen Sharma — AVP Finance, Systems & Transformation, Infosys
- Gokul Ganapathi — Co-Founder & CEO, Botminds
- Vikas Anand — VP, Sales & Marketing, Botminds
Why it still holds up
Back-office work in financial services — loan files, statements, reconciliations, compliance checks — remains a document-to-decision problem, and the economics shown here still hold: understand the documents and the process compresses. Botminds now runs that pattern as a governed agentic platform for lending and credit operations, with every extracted number cited to its source page and every decision human-approved. The 75%-in-8-weeks case study is an early data point on a curve the platform has been on since.