Using Robots in Financial Services. Existing and Future Tools

12 MARCH 2019

8:30 - 9:00 REGISTRATION
9:00 - 10:30 PRESENTATION


The breakfast is an introduction to robotic technologies in financial services. It will provide a view on what the robotic processes automation can do in finance, main reasons for deploying it in Finance & Controlling, and what the first implemented projects show in terms of real business impacts, both positive and challenging. Furthermore, the presentation will discuss the latest trends in robotic technologies in finance and give very concrete use case examples from recent Finance & Controlling projects in banking, insurance, retail and manufacturing. The presentation will finish with a vision on how robots will transform the Finance function and the people that work in this function. The session is designed for great interactivity and participants are invited to share their own experience with robotic technologies.
  • Robotic Process Automation: Definition, Opportunities and Limitations
  • Summary of the Study on Robotics in Finance
  • Possible Applications of RPA in Finance & Controlling: Examples from other Companies (Banks, Insurances, Retail, Manufacturing)
  • Approach: Roadmap to implement robotic technologies and RPA in finance
  • Way ahead: Next Steps and Q&A

Christian Barte
Principal in the Media & Telecoms Center at the management consulting firm Horváth & Partners
Christian advises clients in finance & controlling, investmend decisions and operational excellence in Europe, the Middle East and Asia. Before joining Horváth & Partners, he spent 8 years with Orange Business Services as Head of Business Profitability Analysis, 5 years as a Partner with the management consulting firm Detecon International and 4 years as a Financial Analyst with AT&T Global Business Services.

Christian Barte obtained an Executive Master of Business Administration from Kellogg's Northwestern University, a Diplombetriebswirt (FH) degree in Foreign Commerce from the University of Applied Sciences of Pforzheim and a Maîtrise from the Ecole Supérieure du Commerce Extérieure in Paris.

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