The inaugural Genius to Genius forum offered a snapshot of Arvest’s approach to mortgage automation. However, attendees expressed a desire for a more comprehensive understanding—covering the who, what, when, where, and how of crafting an automation strategy. To address this, we are thrilled to have Ryan Davis, Arvest’s Director of Process Improvement, delve deeper into the intricate planning, analysis, and mapping that underlie large-scale automation initiatives.

In this session, Ryan will unpack Arvest’s proven methods to provide attendees with a foundational roadmap for adopting automation and blueprinting your organization for automation success. Topics to be covered include:

• Kickstarting Your Automation Journey: Needs Assessment
• Assembling and Structuring an Effective Automation Team
• Prioritizing Processes: Arvest’s “Don’t Automate a Bad Process” Philosophy
• Process Mapping: Understanding Customer Journeys and Value Streams
• Performance Metrics: How to Monitor, Measure, and Assess the Impact of Your Automation Efforts
• Navigating Obstacles: Lessons Arvest Learned in Scaling Their Automation Initiatives
• Real-world Applications: An Exclusive Preview of Processes Automated within Arvest Mortgage

Join us for a comprehensive guide to automation, enriched by Arvest’s firsthand experiences and insights.

visit g2g.indecomm.com to see upcoming episodes!