Blueprinting Automation Success: An In-Depth Look with Arvest’s Expertise

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The inaugural Genius to Genius forum offered a snapshot of Arvest’s approach to mortgage automation. However, attendees expressed a desire for a more comprehensive understanding—covering the who, what, when, where, and how of crafting an automation strategy. To address this, we are thrilled to have Ryan Davis, Arvest’s Director of Process Improvement, delve deeper into the intricate planning, analysis, and mapping that underlie large-scale automation initiatives.
In this session, Ryan will unpack Arvest’s proven methods to provide attendees with a foundational roadmap for adopting automation and blueprinting your organization for automation success. Topics to be covered include:
  • Kickstarting Your Automation Journey: Needs Assessment
  • Assembling and Structuring an Effective Automation Team
  • Prioritizing Processes: Arvest’s “Don’t Automate a Bad Process” Philosophy
  • Process Mapping: Understanding Customer Journeys and Value Streams
  • Performance Metrics: How to Monitor, Measure, and Assess the Impact of Your Automation Efforts
  • Navigating Obstacles: Lessons Arvest Learned in Scaling Their Automation Initiatives
  • Real-world Applications: An Exclusive Preview of Processes Automated within Arvest Mortgage
Join us for a comprehensive guide to automation, enriched by Arvest’s firsthand experiences and insights.


October 25, 2023


1:00 pm - 2:00 pm (EST)


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Narayan Bharadwaj

SVP, Automation-Milos

Narayan Bharadwaj is the Senior Vice President, Automation- milos. In his current role, Narayan is responsible for automation strategy and execution with a goal of transforming the operations and technology landscape of the mortgage industry.

Narayan has an experience of over 26 years in the Banking & Financial Services industry with an extensive concentration on consumer lending. Narayan’s career spans executive leadership positions in technology companies serving the banking industry namely, CEO & General Manager of Wipro Gallagher Solutions, President & COO, Financial Services at Docutech Corporation and as a technology executive in financial services organizations such as GE Consumer Finance and Citibank Global Consumer Bank responsible for large global technology programs.

Narayan is a CPA and a CMA and holds a specialization in Fintech from the University of Oxford.

Ryan Davis

Director of Process Improvement
at Arvest Bank

Ryan Davis has been the Director of Process Improvement at Arvest Bank since 2017, and he has over 20 years of experience in the banking industry. He leads Arvest’s efforts to leverage process improvement and intelligent automation across the enterprise. Prior to his current role, he worked at BOK Financial and at JP Morgan Chase in process improvement, loan operations, and operational risk management capacities. He is a Lean Six Sigma Black Belt and a Certified Public Accountant. He has a bachelor’s degree in accounting from Oklahoma State University and an MBA in finance from Indiana University.

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