All Access: AI in PEX 2025 presents Achieving Process Excellence with AI

A Financial Services Case Study

Join this session at PEX Network's flagship webinar series, All Access: AI in PEX 2025, where we dive into a real-world case study from the financial services sector, showcasing how FlowForma’s AI capabilities are accelerating process automation success.

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This FREE webinar was recorded on:
20 May, 2025
10:30 AM - 11:00 AM EDT

This session will spotlight an organization that is using AI-powered tools such as FlowForma Copilot, summarization features, agents, and conversational interfaces, to transform process design, automate unstructured tasks, and gain smarter insights.

You’ll hear how this customer:

  • Delivered faster process automation with AI-assisted design
  • Improved compliance and auditability
  • Streamlined complex, unstructured tasks
  • Scaled automation with ease, without technical skills

Key takeaways include:

  • A behind-the-scenes look at AI-powered process automation in a financial services environment
  • Practical tips for driving adoption and scaling AI automation
  • Expert insights into the latest FlowForma AI features
  • Live Q&A with our AI experts

Speakers

Charlie McGillian Charlie McGillian
Customer Success Manager
FlowForma
Gerard Newman Gerard Newman
Chief Technical Officer
FlowForma

Sponsor

FlowForma

We respect your privacy, by clicking ‘Watch On-Demand’ you agree to having your details passed onto the sponsors who may promote similar products and services related to your area of interest subject to their privacy policy. You have the right to object. In addition, you will receive our e-newsletter, including information on related online learning opportunities. For further information on how we process and monitor your personal data, and information about your privacy and opt-out rights, click here.