How Financial Institutions Can Use Robotic Process
Automation to Support Fintech Partners
Presentation Date & Time:
September 23rd & 24th, 2021
Presenter Information:
Name: Damon Greenberg
Organization: Radius Bank
Name: Andrew Woessner
Organization: R-Path Automation
Presentation Description:
As the Fintech industry continues to grow, traditional banks have an opportunity to thrive by embracing disruption. By partnering with Fintechs, banks can offer innovative services faster, helping raise overall expectations of consumers and businesses rather than reacting to them. In addition, Fintechs often need chartered bank services — like FDIC-insured deposit accounts and automated KYC decisioning — that traditional banks do well. Yet banks can only partner effectively with these digital natives if they have automated core services.
Join Damon Greenberg, Senior VP and Director, Operational Excellence of Radius Bank, and Andrew Woessner, Founder and CEO of R-Path Automation, as they discuss how automation and RPA supports Radius Bank’s Fintech partnership strategy. The bank first implemented RPA to scale digital onboarding for partners, and has since expanded the use of automation to improve the speed and reliability of digital offerings and related back office processes. The session will include pragmatic guidance on partnering with FinTechs and using digital transformation to be a better partner and, most importantly, deliver better services to customers.
Damon Greenberg Biography
Damon Greenberg is the Senior Vice President, Operational Excellence for Radius Bank. In his current role he is responsible for the bank’s core platform, deposit and payment processing, strategic partnership operations, and has led a cross-functional initiative focused on efficiency, user experience, digitization, and cost management. He spear-headed Radius Bank’s RPA initiative over the last 18 months, including partner selection and execution. In his 10 year career with Radius Bank he has held
leadership roles in customer service, branch operations, technology/platform initiatives, project management, and process improvement. Prior to Radius Bank he held management roles in customer service and high-volume call centers.
leadership roles in customer service, branch operations, technology/platform initiatives, project management, and process improvement. Prior to Radius Bank he held management roles in customer service and high-volume call centers.
Andrew Woessner Biography
Andrew Woessner is the CEO and Founder of R-Path Automation, a consulting company specializing in helping companies streamline their operations through use of automation technology and workflow optimization. For financial institutions, the focus is to enable growth with minimal incremental headcount, keep the cost of compliance in check and to streamline integration with core banking systems.
Prior to starting R-Path Automation, Andrew was CEO of Telogical Systems, a mid-size, privately held research and software development company that delivers data and insights to leading telecom and cable companies. After taking over as CEO in 2004, the organization grew fifteen-fold and enjoyed ten consecutive years of growth. R-Path Automation was established in late 2017, as an internal team to help Telogical cope with shifting market forces. The success of this program prompted Andrew to
formally launch R-Path Automation in late 2018 to help other mid-size organizations take advantage of rapidly evolving automation technologies.
Prior to starting R-Path Automation, Andrew was CEO of Telogical Systems, a mid-size, privately held research and software development company that delivers data and insights to leading telecom and cable companies. After taking over as CEO in 2004, the organization grew fifteen-fold and enjoyed ten consecutive years of growth. R-Path Automation was established in late 2017, as an internal team to help Telogical cope with shifting market forces. The success of this program prompted Andrew to
formally launch R-Path Automation in late 2018 to help other mid-size organizations take advantage of rapidly evolving automation technologies.
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