In this episode, members of the Actualize team, Director Priscila Nagalli, Manager Kyle Olovson, and your host COO Kerry Wekelo discuss RPA, including:

• What RPA does and the benefits of using the software

• Different scenarios that highlight where RPA can and has been used by clients

• What implementation of RPA looks like and steps to implement

• How to identify if RPA is a candidate for your firm’s processes

About Kerry Wekelo:

• Chief Operating Officer at Actualize Consulting with over 22 years of experience in the financial services industry. Kerry specializes in leading a remote workforce and creating a thriving organizational culture.

About Priscila Nagalli

• Director at Actualize Consulting with over 20 years of experience as an economist, CFA, and CTP Charterholder. Priscila specializes in Business Process & Analysis, and System Implementation & Integrations in Capital Markets and Treasury.

About Kyle Olovson

• Manager at Actualize Consulting with over 10 years of experience. Kyle specializes in Valuation Analysis, Vendor Evaluation, and System Implementation & Integrations.

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.

Links & More Info:

Website: www.actualizeconsulting.com

If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com