Automating Document Processing and Building a Team in the Age of AI with Encapture's Will Robinson

12/19/24 • 24 min

PayPod: The Payments and Fintech Podcast

Episode Topic

In this episode of PayPod, host Kevin Rosenquist is joined by Will Robinson, CEO of Encapture, to discuss the transformative power of AI in banking and document processing. Encapture’s innovative SaaS platform simplifies how financial institutions extract and process critical loan data. Will shares insights into how automation and machine learning are reducing manual tasks, improving compliance, and enabling teams to focus on strategic work.

The conversation also explores the evolving role of AI in enhancing financial sector efficiency, from reducing errors in document processing to accelerating decision-making. Will addresses common misconceptions, including concerns about job loss and bias, and highlights AI’s potential to enhance transparency, reduce bias, and drive operational success for financial organizations.

Lessons You’ll Learn

Discover how leading banks are using AI to automate repetitive tasks and free up their compliance teams to focus on more impactful work. Will Robinson shares practical examples of how AI minimizes human error, accelerates document processing, and ensures regulatory compliance without sacrificing accuracy.

You’ll learn why embracing AI is no longer optional for growing organizations and how teams that leverage tools like Encapture can boost productivity, reduce costs, and create a better experience for both employees and customers. Will also provides key insights into building high-performing teams that effectively integrate AI, creating a culture of trust, accountability, and innovation.

About Our Guest

Will Robinson is the CEO of Encapture, a leading SaaS platform that uses machine learning to simplify document processing for financial institutions. Under his leadership, Encapture has helped banks and financial organizations automate manual tasks, improve data accuracy, and enhance compliance.

With years of experience in leadership roles, Will is passionate about creating strong company cultures and empowering teams to adopt AI as a force multiplier. He shares his expertise on building AI-driven workflows, enhancing organizational efficiency, and fostering a mindset of innovation and accountability in a rapidly evolving financial landscape

Topics Covered

This episode explores how AI in banking is transforming document processing and compliance by automating repetitive tasks, reducing errors, and improving efficiency. Will Robinson shares real-world examples of how Encapture enables financial institutions to streamline operations, allowing teams to focus on strategic, high-value priorities. The discussion addresses common misconceptions about AI, including fears of job loss and bias, while emphasizing its role in enhancing transparency, accuracy, and decision-making. Will also highlights the importance of fostering a strong company culture and mindset to successfully integrate AI into workflows. Looking ahead, the conversation delves into the future of AI-driven automation, the opportunities it presents for innovation, and its potential to redefine the financial sector by improving operational speed and customer experience.

Episode Topic

Lessons You’ll Learn

About Our Guest

Topics Covered

Previous Episode

Growth Equity Strategy with Portage's Daniel Ballen

Episode Topic

Fintech is at the forefront of global economic transformation, and this episode explores the trends, challenges, and opportunities driving the industry. From AI’s transformative power to the untapped potential of decentralized finance, Daniel Ballen, co-head and partner of Portage Capital Solutions, provides actionable insights into what’s shaping the future of financial services. Discover why legacy systems remain ripe for disruption, how liquidity mismanagement undermines startups, and the critical role of leadership in scaling successful companies. Whether you're a founder, investor, or fintech enthusiast, this conversation sheds light on navigating the complexities of this dynamic field.

Lessons You’ll Learn

Gain deep insights into what makes fintech companies thrive—and fail. Daniel unpacks the secrets to effective liquidity management, explains why retention matters more than hiring, and emphasizes the importance of aligning leadership with growth strategies. Learn how AI and blockchain are disrupting traditional finance and why understanding regulatory shifts is essential for success. Packed with practical takeaways, this episode equips listeners with the tools to navigate innovation in fintech, avoid common pitfalls, and embrace strategies for long-term success in a competitive market.

About Our Guest

Daniel Ballen is a seasoned fintech investor and Co-Head at Portage Capital Solutions. With over a decade of experience in financial services, Daniel has guided investments across growth equity, structured equity, and special situations globally. His career began before the 2008 financial crisis, giving him firsthand experience in navigating volatility and change. At Portage, Daniel specializes in scaling fintech businesses and fostering innovation. Known for his forward-thinking approach, he combines his passion for technology with deep industry expertise to drive meaningful impact in the fintech sector

Topics Covered

This episode dives into the transformative trends shaping fintech, including the rise of AI and its impact across all stages of business maturity. Daniel Ballen highlights the untapped potential of decentralized finance, discussing how blockchain technology is revolutionizing capital markets and risk management. He emphasizes the importance of addressing legacy systems in financial services, which remain outdated and ripe for disruption. The conversation also explores critical challenges like liquidity mismanagement, a leading cause of startup failure, and how effective strategies can mitigate this risk. Additionally, Daniel shares insights into scaling fintech companies, retaining top talent, and navigating regulatory shifts that significantly impact growth opportunities.

Next Episode

Legacy System Modernization, AI, and Embedded Finance with Mphasis's Rohit Jayachandran

Episode Topic

In this episode of Pay Pod, Kevin Rosenquist engages in a thought-provoking conversation with Rohit Jayachandran, Senior Vice President at Mphasis, a global leader in digital transformation. With over 21 years of experience at the forefront of innovation, Rohit delves into critical topics like modernizing legacy systems, the transformative power of artificial intelligence, and the evolving landscape of embedded finance. The discussion highlights how businesses can navigate the challenges of digital transformation while maintaining a balance between technological ambition and human-centric leadership.

Lessons You’ll Learn

This episode offers invaluable insights into the core principles driving successful leadership in today’s rapidly evolving world. Rohit emphasizes the importance of being high-tech, high-touch, and high-trust in building meaningful connections with employees and clients alike. He also sheds light on the role of AI in accelerating product development, streamlining operations, and enabling businesses to stay agile in a competitive market. Additionally, the rise of embedded finance and its implications for traditional financial institutions are explored, along with how co-innovation can deliver groundbreaking solutions tailored to client needs.

About Our Guest

Rohit Jayachandran, Senior Vice President at Mphasis, is a visionary leader with over two decades of experience in fintech and digital transformation. Throughout his tenure, he has been instrumental in leading initiatives that modernize legacy systems, adopt AI-driven innovations, and foster collaborative approaches to problem-solving. Known for his deep commitment to ambition, touch, and trust, Rohit’s leadership style is a testament to his belief in delivering exceptional value to both employees and clients. His work at Mphasis includes pioneering projects such as the Sparkle Innovation Lab, which focuses on contextual, client-specific innovation.

Topics Covered

The episode explores a wide range of critical themes, including how businesses are adapting their leadership strategies in a post-COVID world to foster stronger employee and customer engagement. Rohit also discusses the challenges of legacy systems and the revolutionary role of AI in enhancing operational efficiency and product velocity. The conversation delves into the rise of embedded finance, examining its impact on customer experience and traditional financial services. Lastly, the episode highlights Mphasis’ Sparkle Innovation Lab and its unique co-innovation approach, which has led to significant breakthroughs in contextual and scalable solutions for clients.