✨ General Introduction 

As the financial industry evolves toward greater efficiency and digital transformation, Robotic Process Automation (RPA) has emerged as a game-changing technology for banking operations.

RPA enables banks to automate repetitive, rule-based tasks—such as data entry, account processing, compliance reporting, and customer service—without the need for complex system overhauls.

By deploying software robots, institutions can reduce operational costs, eliminate human error, and accelerate service delivery.

This five-day workshop is designed to equip banking professionals with the knowledge and practical skills to implement RPA effectively across various operational areas.

Participants will explore the fundamentals of RPA, identify suitable processes for automation, design and test bots, and ensure secure integration with existing banking systems.

The workshop also addresses governance, cybersecurity, and change management to ensure sustainable adoption.

Through hands-on sessions, real-world case studies, and interactive exercises, attendees will gain the confidence to lead automation initiatives that drive innovation and operational excellence in the banking sector.

👥 Target Audience

• Banking operations managers
• Digital transformation officers
• RPA developers and automation engineers
• Business analysts in financial services
• Compliance and risk management teams
• Branch and regional managers
• FinTech consultants
• IT and innovation teams in banks

🎯 Expected Objectives

• Understand the concept and benefits of RPA in banking
• Identify banking processes suitable for automation
• Design and develop software bots for operational tasks
• Select appropriate RPA platforms and tools
• Integrate RPA with core banking systems securely
• Improve operational accuracy and speed
• Enhance customer experience through automation
• Address cybersecurity and regulatory compliance challenges

📚 Scientific Topics:

🔹 Theme 1: Introduction to RPA in Banking

Session 1: What is RPA and Why Now?

• Definition and key features of RPA
• RPA vs. traditional automation
• Strategic benefits for banks

Session 2: Use Cases in Banking Operations

• Account opening and loan processing
• Data management and reporting
• Customer service automation

🔹 Theme 2: Process Analysis and Automation Readiness

Session 1: Selecting Processes for RPA

• Technical and operational criteria
• ROI and feasibility assessment
• Prioritization strategies

Session 2: Workflow Documentation and Mapping

• Process mapping techniques
• Identifying inefficiencies and bottlenecks
• Scenario planning for automation

🔹 Theme 3: Bot Design and Development

Session 1: RPA Development Tools and Platforms

• Overview of UiPath, Automation Anywhere, Blue Prism
• No-code and low-code environments
• Bot lifecycle and architecture

Session 2: Testing and Deployment

• Performance and accuracy testing
• Exception handling and error management
• Deployment in live environments

🔹 Theme 4: Integration and Security

Session 1: System Integration Strategies

• Connecting bots to legacy systems
• API usage and data flow
• Infrastructure compatibility

Session 2: Cybersecurity and Compliance

• Data protection and encryption
• Access control and user permissions
• Regulatory standards and audit readiness

🔹 Theme 5: Change Management and Performance Monitoring

Session 1: Leading the Shift to Automation

• Team engagement and training
• Building digital capabilities
• Overcoming resistance to change

Session 2: Measuring RPA Impact

• Key performance indicators (KPIs)
• Cost-benefit analysis
• Continuous improvement and scaling