Inside the Automation COE: How Banks Buy and Scale GenAI and RPA
Inside the Automation COE: How Banks Buy and Scale GenAI and RPA
What does it take to go from pilot to production inside a bank's operations function, and what should fintech founders know about how these decisions are made?
Banks are not short on automation ambitions. Every operations leader has a list of processes waiting to be digitized. But the gap between identifying an opportunity and delivering measurable results at scale is where most initiatives stall.
Building an Automation Center of Excellence inside a bank requires navigating internal stakeholders, regulatory guardrails, legacy system constraints, vendor selection, and change management, all while proving ROI fast enough to keep leadership support.
Join us for a practical conversation with Chetan Shah, EVP and Head of Trade, Cash, and Capital Market Operations, Projects, and Automation at a leading private sector bank. Chetan established his bank's first Automation COE and has led the delivery of RPA, GenAI, and ML solutions across trade processing, payments, and client servicing, delivering outcomes including 50% TAT reductions, significant FTE savings, and 24x7 processing enablement.
With over two decades of experience across leading private sector and global banks in India and North America, Chetan brings a practitioner's perspective on what actually works when banks adopt new technology in operations.
What we will cover
How do banks go from automation pilots to a full-scale Automation COE?
Where are GenAI and ML delivering real results in trade, payments, and capital markets operations today?
How do operations leaders evaluate and shortlist technology vendors beyond the product demo?
What does "implementable and usable" actually mean from a bank buyer's perspective?
How are operations teams being restructured as automation scales, and what does that mean for fintech founders?
The session will also touch on regulatory considerations, change management realities, and how buying decisions differ across bank functions. It will include a moderated discussion followed by live Q&A.
Speaker
Chetan Shah
Operations and Automation Head at Leading Private Sector Bank
Chetan Shah is a transformation leader with over two decades of experience across banking operations, program management, digital transformation, and global delivery. He currently leads end-to-end operations across trade, cash, and capital markets and owns all strategic and transformation projects including RPA, GenAI, ML, and system rollouts.
He established his bank's first Automation COE in the trade and payments domain and has delivered initiatives spanning core trade processing system implementation, RPA-driven reconciliation, OCR across branches, and GenAI-driven automation of client servicing, resulting in significant TAT reductions and team rationalization.
Previously, he spent over 12 years at a leading global bank across India and North America, leading digital transformation for retail banking, wealth management operations and offshoring (managing a USD 33.6 million expense base), and liquidity reporting for finance and risk shared services. He is a recipient of a CEO-level platinum award for delivery excellence.
Moderator
Piyush D Bhamare
GTM Advisor
Piyush helps hypergrowth companies find the right customers, delight them, and scale with GTM strategies built for their DNA, not copy-paste playbooks.
With 16+ years in strategic sales and business development, he has built and led GTM strategies across North America, Europe, and Asia. He is recognized as a LinkedIn Top Voice and is a member of the HubSpot Revenue Council. His experience spans GTM strategy, revenue growth, strategic partnerships, digital transformation, SaaS growth, fundraising, and acquisition journeys.
Community Partner
Indian Financial Forum (IFF)
India's most active BFSI professional community with 5000+ members across banking, financial services, insurance, and the extended ecosystem. IFF empowers BFSI professionals by fostering collaboration, unlocking connections, enhancing skills, and solving industry-level challenges together.
Learn more: https://weiff.org/
Event Details
Date: 25 July 2026
Time: 10:30 AM IST
Duration: 60 Minutes
Format: Live Webinar / Podcast
Why attend
If you are building, selling, or partnering in BFSI, this session will help you understand how bank operations leaders think about automation adoption, vendor evaluation, technology risk, implementation readiness, and scaling from pilot to production. Chetan's perspective as someone who has built the COE and made the buying decisions offers a rare inside view for fintech founders and GTM teams.
Register to join the conversation and bring your questions for the live Q&A.
Note
Views expressed during the session are individual and personal in nature, and do not represent the official position, thoughts, or opinions of any organization, entity, individual, or any previous or current employer.