EY - Robotics: a transformation in financial services

EY Financial Services Webcast

Robotics: Enabling the next wave of transformation in financial services

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With large-scale business transformations underway, financial institutions are turning to robots to expedite the journey.

By challenging legacy thinking, organizations have an unprecedented opportunity to innovate the way they have historically approached everything from process re-engineering and data integration to channel enablement and the infusion of predictive analytics across the value chain. The financial services industry is estimating that robotics will drive massive optimization and opportunity, leading organizations to great profitability and customer engagement.

Join a panel of EY professionals as they discuss the role robotics will play in financial institutions embarking on this journey, including:

  • Defining what robotics is and is not
  • Leveraging robotics to create value in financial services
  • Getting started in robotics

 

Panelists

EY - Steve W. LaValle

Steve W. LaValle

EY

Steve LaValle is a Principal in Ernst & Young LLP’s Enterprise Intelligence Practice. Steve helps clients develop and execute growth strategies, leveraging advanced analytics and business innovation. His client work includes insight-driven growth strategies and assessments, customer-centric transformation that spans valuable justification, operational alignment and technology/data.

Prior to joining EY, Steve was a member of the executive committee at Merkle, Inc., where he launched the Management Consulting Group with the initial practice spanning customer business strategies, marketing and channel management and enterprise CRM transformation.

Steve earned his Bachelor’s degree in Economics, Management & Finance from Wharton School of Business at the University of Pennsylvania and an MBA from Harvard Business School.

EY - J. Howard Stecker

J. Howard Stecker

General Reinsurance Corporation

J. Howard Stecker is the Senior Vice President & Global Tax Director for General Reinsurance Corporation. Howard joined General Reinsurance Corporation in June 2013 from Ernst & Young, LLP, where he served for two years as a senior insurance tax partner in their national insurance practice in New York City.

Prior to EY, Howard served as the Chief Tax Officer for AIG/Chartis, Inc and Prudential (US) with responsibility for all Federal, state and foreign tax matters of these global insurance enterprises. He has also served as the Chief Operating Officer of a 500-person consulting firm providing finance, actuarial and tax services to insurance companies.

Howard received his Bachelor of Business Administration degree in accounting from the University of Texas, Austin, and a Master of Professional Accounting in taxation from the University of Texas, Arlington. He is a Fellow of the Life Office Management Institute (FLMI) and is a licensed CPA in Texas and New York.

EY - George Kaczmarskyj

George Kaczmarskyj

EY

George Kaczmarskyj is a Principal in the Advisory Services practice of Ernst & Young LLP. He leads the Wealth and Asset Management Sector and the Data Management Pillar in the Financial Services Office Enterprise Intelligence Advisory practice.

Over the last 22 years, George has worked with leading financial institutions and various industry clients in their information management and analytics needs. He has advised and assisted on client engagements ranging from strategy through solution implementation, both globally and domestically, in the areas of Data Management & Integration, Reporting and Business Intelligence, Analytics & Modelling, Data Governance & Quality, and Data Architecture. These engagements span the domains of Finance, Compliance, and Customer among others. George has also led other large business and technology transformation efforts including Customer Relationship Management and new product launches.

Moderator

EY - Kevin D. Koenig

Kevin D. Koenig

EY

Kevin Koenig is the Ernst & Young LLP Insurance Data Analytics & Excellence Leader. In this role, Kevin helps clients implement enterprise data-centric initiatives focused on profitable growth, customer acquisition and retention and business improvement across complex business models in insurance and retail banking.

He has more than 25 years of experience guiding some of the world’s largest companies through diverse customer, brand and business intelligence-related transformation strategies. Kevin was part of IBM’s initial Business Analytics and Optimization launch team in the US and Central Europe and a past faculty member of the IBM Executive Business Institute.