Tech Week Boston: Workflow Automation CTO/CIO Lunch - #BosTechWeek

Tuesday, May 26

12:00pm

ETET

Hosted by

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Join us for a lunch conversation on Workflow Automation with Document Intelligence, bringing together leaders from wealth management, insurance, and pharmaceutical companies to discuss one of the biggest operational questions facing regulated industries: How do you automate when your most important business data is still trapped in documents? Across regulated enterprises, critical information still lives in PDFs, scans, forms, emails, policy documents, onboarding packets, claims files, clinical documents, compliance reports, and legacy records. These documents drive revenue, risk, service quality, compliance, and decision-making, but they are often handled through manual review, rekeying, reconciliation, and exception management. As AI adoption accelerates, the bottleneck is becoming clear. The challenge is not just applying models. It is creating trusted, structured, auditable data from messy real-world documents so automation can actually work in production. This lunch discussion will explore how forward-thinking teams are rethinking document-heavy operations, including: How wealth management firms can accelerate onboarding, client servicing, compliance review, and advisor operations How insurance organizations can improve submission intake, underwriting support, policy review, claims workflows, and renewal operations How pharmaceutical companies can streamline document-heavy workflows across compliance, quality, regulatory, clinical, and commercial operations We’ll discuss what it takes to move beyond basic OCR and extraction toward trusted document intelligence: data that is structured, validated, traceable, and ready to drive business workflows. Expect a practical, peer-driven conversation on where automation is creating real impact, where legacy approaches fall short, and how regulated organizations can unlock operational speed without sacrificing accuracy, control, or compliance. Join us for good food, sharp discussion, and a chance to connect with leaders working at the intersection of AI, operations, data, and regulated industry transformation. This event is a part of #BosTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com

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