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.


This webinar will take place 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
Customer Success Manager
FlowForma
Gerard Newman
Chief Technical Officer
FlowForma

Sponsor