How Smaller Banks Can Overcome Automation Implementation Challenges


Smaller banks face challenges in identifying opportunities for business process automation, assessing the operational and financial impacts of automation, and creating a long-term automation roadmap. In this WiBinar, learn how smaller banks can design unique innovation plans to identify business processes that may be ripe for automation, how to quantify the benefits, and how to use evidence-based methods to decide which automation initiatives to fund. Benefits of business automation can be maximized and implementation risks minimized when a disciplined, evidence-based protocol is followed.

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Learning Objectives

  • Learn to document and review existing business processes to identify automation opportunities
  • Explore automation innovation investment payback models in Excel for technologies including blockchain, process algorithms, and data warehousing
  • Obtain the tools needed to create a unique business automation roadmap


Dr. Andrew Tang
CEO & President / Co-Founder

Dr. Andrew Tang specializes in business process automation and using technology to improve operational efficiency. He has created systems to automate capital investment decision-making, and marketing sales lead generation in the telecom industry. Dr. Tang has extensive experience in finance and data science, having held roles as regional CFO of Comcast Business Services, and national sales director at DirecTV where he has architected and sponsored new information systems. He has also run software companies as an accounting controller and served as an advisor to portfolio companies in the Silicon Valley 500 start-ups incubator. Dr. Tang holds a masters in accountancy information systems from Brigham Young University and a doctorate in business from Georgia State University.

WiBinar Fees

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 WiBinar

This WiBinar is ideal for

Chief Operations Officer, Chief Technology Officer, Operations Administrator