The Advantages of Agentic Process Automation in Financial Services - with Ken Mertzel of Automation Anywhere

Today’s guest is Ken Mertzel, Global Industry Leader in Financial Services at Automation Anywhere. Automation Anywhere is a global software company that develops various automation software for major industries. Before joining Automation Anywhere six years ago, Ken spent his career in the financial sector, including 15 years at Bank of America. There, he served as CFO of the insurance division and held various leadership roles in finance, risk management, and consumer operations, ultimately leading financial operations for the bank. Before that, he was part of Accenture’s Financial Services Strategy practice, advising clients on industry-leading financial strategies. Ken joins us on this week’s program to explore the evolution of automation in heavily regulated industries. He explains why traditional RPA has only been able to automate a fraction of tasks and how AI is unlocking new opportunities. Ken also breaks down how agentic automation is transforming key financial processes, from AML investigations to fraud detection and underwriting. By combining AI with automation, organizations can extract valuable insights, streamline decision-making, and create more interactive, human-in-the-loop systems. This episode is sponsored by Automation Anywhere. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.