Financial institutions rely on file-based processes to support payments, reporting, statements, fraud operations and core banking integrations. Yet many teams still spend valuable time managing manual transfers, maintaining scripts and supporting legacy file movement processes while also being asked to modernize infrastructure and do more with limited resources.
Join us for a practical discussion on how financial institutions are using automation to streamline critical file workflows, improve operational visibility and reduce administrative overhead. We'll explore common automation opportunities, modernization triggers and lessons learned from organizations connecting core banking systems, cloud platforms and third-party partners.
Whether you're evaluating cloud modernization initiatives, reducing reliance on manual processes or looking for ways to create more resilient operational workflows, this session will provide practical guidance from the financial services industry.
Attendees Will Learn:
- Where manual transfers, scripts and disconnected tools commonly create risk and operational bottlenecks
- How managed file transfer and automation support payments, reporting, core banking integrations, fraud operations and partner exchanges
- How financial institutions like Highmark Federal Credit Union, Brentwood Bank and Absa have translated modernization into measurable results
- How to evaluate cloud, on-premises and hybrid approaches based on security, infrastructure and operational requirements
- How financial institutions have reduced administrative effort and expanded automation over time
- What to consider when building a business case and identifying the best workflows