Advance Customer Experience While Cutting Costs

IT, Technology, & Operations

In today’s age of pandemic – accelerated digital adoption, the modern bank is challenged more than ever to engage in more efficient, wide-reaching, scale-able technologies – all while staying ahead of shifting consumer behaviors. In this presentation, sharpen your knowledge on how smarter technologies such as AI, RPA, OCR, and machine learning are supporting financial services.  You may also glimpse where they are already changing a workforce in recovery. Attendees will hear anecdotes about use cases, their outcomes, and specific tips for a smarter journey to survive and thrive into the future.

Who Should Attend: IT Leaders, Business Development, Branch Managers, Chief Operating Officers

Learning Objectives

  • Understand how smarter technologies like AI, RPA, OCR, and machine learning are supporting financial services – pandemic edition
  • Walk through a use case demonstrating where automation can be used to augment a workforce in recovery
  • Take steps to start down the path towards working smarter as an organization (data, process improvement, automation


Jesse McGannon
VP, Advisory Services
Strategic Resource Management (SRM), 
Jesse provides advisory services for operational efficiency and technology strategy. With a project management background in payments, digital banking, and intelligent automation, McGannon’s experience has been applied in all stages of project delivery – from initial strategy, to target-state design, to implementation. Over the last 12+ years, McGannon has developed expertise in a range of programs and infrastructural plans for varying sizes of financial service organizations.  Prior to SRM during his time at Accenture, McGannon worked with large US & Canadian banks, FinTech companies, credit card networks, issuer processors, and community banks. McGannon has presented to CUES, NAFCU, Colorado Bankers Association, PA Bankers Association, NJBA, Credit Union Association of the Dakotas, and the Illinois Bankers Association.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association 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


Click here to register online