Banks, investment firms and insurance companies share a common problem — accumulated legacy and supporting systems — many of which are outdated and duplicate functionality. Systems are often disparate and disconnected, requiring financial services staff to perform highly manual, repetitive, mundane tasks to manage end-to-end processes.

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  • Identify roles that are vulnerable to elimination because of automation.
  • Learn how to work with HR to create a comprehensive reskilling plan.
  • Build a future jobs roadmap that recategorizes work tasks.