Charlie McGillian

Customer Success Manager FlowForma

Agenda Day 1

10:30 AM Achieving Process Excellence with AI: A Financial Services Case Study

Join us for an engaging session 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 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 and AI experts