Remote / Hybrid Working is Here to Stay: How Can Banks Cope With Transitioning From Paper to Digital

IT, Technology, & Operations

Post COVID Remote / Hybrid work is here to stay in banks. How can banks cope going completely digital.

If your bank still has paper as a system of record, it is simply impossible to meet the demands of  today’s work and regulatory environment. Even if you have managed to digitize all documents, they are likely hard to find and use in important processes – especially for remote workers.

In this session you will learn about the critical need for banks to effectively implement digital document processing to support remote work, and achieve this transformation in months, not years.

Who Should Attend: CEOs, COOs, EVP Operations, CIOs, Audit and Compliance Officers and Chief Underwriters.

Learning Objectives

  • Understand the benefits of a fully digital document repository in banking operation
  • Discover the actions you can take to quickly support your remote workforce without a major disruption to your current systems  
  • Hear from George Leis, President & COO of Montecito Bank and Trust on how the bank made the transition to remote work in part through the use of digital document processing.


Basker Krishnan
Founder & CEO

ImageScan was founded to focus primarily on providing image conversion services to Fortune 500 companies including Wells Fargo, Visa, Bank of America, Northern Trust, Mellon Bank, Bank of the West, Bank of New York, Chevron, Amgen and Genentech.

The CogniVision® platform evolved out of our client’s frustration with poor content search within Enterprise Content Management (ECM) platforms such as Fiserv Director, Microsoft SharePoint, IBM FileNet, OpenText Documentum and others. CogniVision has become a simple, intuitive, easy-to-use solution for banks to migrate off paper files and be able to capture, organize and work with documents digitally from any source.

Basker has held several senior executive positions in the high-tech industry with Sprint Corporation, including a startup focused on high end graphic systems, and at Compex, a large microfilming service company. 

He is a McKinsey alumnus and has an MBA in Finance from University of Michigan, M. Tech Management from IIT Madras, and B.E from College of Engineering Guindy.

George Leis
President & Chief Operating Officer
Montecito Bank & Trust

George joined Montecito Bank & Trust in July 2016, after over 33 years in the financial services industry. Beginning his banking career with Security Pacific National Bank in Retail and Commercial Banking, George has held various positions at both multi-national and regional financial institutions. Before joining the Bank, he was a Managing Director for MUFG Union Bank, N.A following the sale of Santa Barbara Bank & Trust (SBB&T) where he was President and CEO of Pacific Capital Bancorp (PCBC), a $7 billion in assets community bank holding company that included SBB&T. Prior to 2006, Leis was a managing director, U.S. products head and national practice leader for investments at Deutsche Bank Private Wealth Management. He also served as SVP and Director of the private client services center at Wells Fargo, and as SVP and Manager for Bank of America Private Bank.

Webinar Fees

Pricing For Price Web Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

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 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


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