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Workshop & Discussions: Automation, Remote/Hybrid Work, Innovation, and Investment Trends

Thank you to our guests and clients that showed to the workshop yesterday (hosted by AIS). I always enjoy seeing our industry colleagues share key insights with each other and help each other attack the biggest challenges together.

In addition to the time in the workshop, we all enjoyed the Dallas Mavericks game and watching the Texas Rangers win their first World Series. Could not have scripted that better with both teams winning!

As for the key topics, this blog post explores the briefing of key conversation and strategies for leading successful business transformations. Additionally, it delves into the latest discussion topics of automation, hybrid work, lending and loan servicing innovation, and company investments in tech projects. Let's dive in!

Insights and Strategies for Effective Business Transformations:

1. Establishing Baseline and Discovery Questions:

To kickstart a successful transformation, it is essential to establish a baseline by identifying challenges and aligning business goals with process management solutions. Key discovery questions play a crucial role in this process. They help to identify pain points, set priorities, and measure the success of current processes.

2. 90-Day Agenda for Transformation:

A well-structured transformation plan is vital for achieving desired outcomes. The recommended 90-day agenda includes various focus areas such as comprehensive analysis, cost-cutting measures, customer retention strategies, exploring new revenue streams, and evaluating progress towards goals.

3. Key Program and Operating Metrics:

Tracking and measuring the right metrics are fundamental for monitoring the success of a business transformation. Key metrics include operating expense reduction, compliance and risk management, digital transformation progress, revenue growth, customer acquisition and retention, cross-selling and up-selling, net promoter score, employee satisfaction, and more.

Workshop Discussion Topics:

1. Automation:

Automation plays a significant role in streamlining processes, reducing costs, and improving efficiency. The workshop discussion focused on identifying automation opportunities, implementing robotic process automation (RPA), and leveraging artificial intelligence (AI) technologies to enhance productivity and decision-making.

2. Hybrid Work:

The COVID-19 pandemic accelerated the adoption of remote and hybrid work models. The workshop explored strategies for effectively managing and optimizing hybrid work environments, including technologies for collaboration, communication, and maintaining employee engagement.

3. Lending and Loan Servicing Innovation:

The lending and loan servicing industry is undergoing rapid innovation. The workshop tackled topics such as digital lending platforms, online loan applications, credit scoring algorithms, automated loan processing, and personalized customer experiences through data analytics.

4. Company Investments in Tech Projects:

Investing in technology projects is essential for organizations to stay competitive and future-proof their operations. The workshop discussion covered topics such as identifying strategic technology investments, assessing return on investment (ROI), managing tech project portfolios, and fostering a culture of innovation and experimentation.

Driving effective business transformations requires careful planning, strategic execution, and continuous adaptation. This blog post provided valuable insights and strategies for leading successful transformations, including establishing baselines, developing a structured agenda, and monitoring key metrics. Additionally, the workshop discussion topics of automation, hybrid work, lending and loan servicing innovation, and company investments in tech projects shed light on critical areas for organizations to focus on in their transformation journeys.

By embracing change and leveraging technology, businesses can position themselves for long-term success and growth in today's dynamic marketplace.

In a recent briefings and conversations, industry professionals have been discussing the potential use of AI and emerging trends in business operations. The meeting highlighted several key pain points faced by participants and explored potential solutions to address them. This segment of my post will delve into the pain points, proposed solutions, and provide a SWOT analysis of integrating AI into business operations.

Pain Points:

1. Inefficient Lead Scoring System:

The current lead scoring systems discussed were not being maximized, leading to suboptimal results. Participants expressed the need for refinement and a predictive mechanism to determine when a lead is ready to consume specific content.

2. Low Conversion Rates:

A significant pain point highlighted was the low conversion rate of leads that go to sales. This indicates a need for improved engagement strategies to increase conversion rates.

3. Unclear Customer Journey:

Understanding the customer journey and identifying the optimal combination of actions that lead to a sale was identified as a challenge. Participants expressed a desire to trace the customer journey more effectively to improve marketing efforts.

4. Difficulty in Scaling Sales:

Scaling sales and identifying the right customer segments were mentioned as ongoing challenges. Participants sought ways to increase productivity, improve lead generation, and expand the top of the sales funnel.

5. Inefficient Data Collection and Management:

Manual data collection processes, such as scraping job boards and LinkedIn, were deemed time-consuming and limiting. A more automated system was desired to handle larger volumes of data effectively.

Proposed Solutions:

1. Refining Lead Scoring and Predictive Mechanisms:

Participants agreed on the need to refine the lead scoring system and develop predictive mechanisms to determine when a lead is ready to consume specific content. This would enhance marketing efforts and improve lead conversion rates.

2. Maximizing Sales Productivity and Scalability:

Leveraging technology, including AI and automation, was proposed to enhance sales productivity and scalability. By implementing AI-powered tools, inside sales teams could identify the right customer segments more efficiently and reach out effectively.

3. Enhancing Data Collection and Processing:

Participants expressed the need for an automated system to streamline data collection and management. This would enable the processing of larger volumes of data, leading to more targeted lead generation and improved insights.

4. Adapting to Changing Customer Preferences:

Acknowledging the changing preferences of decision-makers, especially among younger generations, participants emphasized the need to adapt to these changes. By leveraging AI and automation, businesses could meet customers on their preferred platforms and modes of interaction.

SWOT Analysis:


- Potential to improve lead scoring and conversion rates through predictive mechanisms.

- Scalability and increased productivity through the integration of AI and automation.

- Enhanced data collection and processing capabilities for targeted lead generation.

- Adaptation to changing customer preferences to meet their needs effectively.


- Challenges in refining lead scoring systems and developing accurate predictive mechanisms.

- Initial investment and integration costs associated with adopting AI and automation.

- Potential resistance from executives and customers who prefer personal interactions.


- Leveraging AI and automation to gain a competitive advantage in sales and marketing.

- Exploring the channel ecosystem and potential partnerships to expand business reach.

- Meeting the evolving demands of customers, particularly younger generations, through AI-powered solutions.


- Rapidly evolving AI technology may require continuous adaptation and learning.

- Competitors adopting similar AI solutions could erode the differentiating factor.

- Privacy concerns and ethical considerations associated with AI usage.

The briefings and discussions highlighted various pain points in financial services business operations and proposed solutions centered around refining lead scoring systems, leveraging AI and automation, enhancing data collection, and adapting to changing customer preferences.

While challenges and potential threats exist, integrating AI into operations presents significant opportunities to improve lead conversion rates, enhance productivity, and meet evolving customer demands. By carefully navigating the landscape and addressing these pain points, businesses can leverage AI to gain a competitive edge in their respective companies.

Enclosing some additional materials to assist in these key topics as well below:

AIS - Executive Brief - Driving Effective Business Transformations - Matthew Slonaker
Download PDF • 1.36MB

Best regards,


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