Making Digital Workforce Real at Silicon Valley Bank

1. Making Digital
Workforce Real
Dion Houng-Lee
RPA Practice Director, Silicon Valley Bank

2. • Private
• Public
• Angel-, VC-, Corporate-, PE-
backed
• Independent
• Zero to multibillion in revenue
SVB Corporate Overview
2
Get to know us
For more than 35 years, SVB has helped innovators and their investors move bold ideas forward fast. Today, we provide a full
range of banking services to companies of all sizes in innovation centers around the world.
We’re at the intersection of innovation and capital
INDUSTRY EXPERTISE
Helping high-growth companies navigate at every stage
OUR CLIENTS
STARTUP
GROWING
CORPORATE
67%**
of US venture capital-backed
companies with an IPO in 2018
of all venture capital-backed tech and
life science companies in the U.S.
50%*
HARDWARE &
INFRASTRUCTURE
SOFTWARE &
INTERNET
LIFE SCIENCE
& HEALTHCARE
ENERGY &
RESOURCE
INNOVATION
PRIVATE EQUITY
& VENTURE
CAPITAL
PREMIUM
WINE
INNOVATIVE COMPANIES
Venture capital and
private equity firms
SVB LOAN PORTFOLIO
94%*
Larger
companies
6%*
Startups
*Approximate
**According to NVCA data

3. PRIVATE
BANKING & WEALTH
MANAGEMENT
GLOBAL
COMMERCIAL
BANKING
INVESTMENT
SOLUTIONS
FUNDS
MANAGEMENT
RESEARCH
& INSIGHTS
INVESTMENT
BANKING
SVB Corporate Overview
3
Providing a range of comprehensive financial services
OUR SERVICES AND SOLUTIONS
Financial highlights
Q4 2018
 SVB Financial Group’s offices
 SVB Financial Group’s
International banking network
Canada | China | Germany | India | Ireland | Israel | United Kingdom | United States
Where innovation can be found
GLOBAL LOCATIONS
©2019 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB
FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron device are trademarks of SVB Financial Group, used under license. Investments include assets managed by SVB Asset Management and SVB
Wealth Advisory Inc., both registered investment advisors, and nonbank affiliates of Silicon Valley Bank and members of SVB Financial Group. Investments also include assets in SVB Cash Sweep and repurchase transactions, which are
offered by Silicon Valley Bank. Data as of December 31, 2018. 17-15341. Rev. 1-24-19.
$28B
Total Loans
$135B
Deposits &
Investments
$57B
Assets
As reported on a consolidated basis for the period end December 31, 2018
Investment Products and Wealth Advisory Inc. • Not FDIC Insured • No bank guarantee • May lose value

4. Center of Excellence staffed with business and IT
15 automations deployed over the last 12 months saving 11,000 hours
Started with simple processes first
Where is SVB on the RPA Journey?

5. V10.5/7 moving to V11.3 this quarter
Built on VMWare workstations (Not VDI) in our datacenter
Transitioned from partner development to in-house team
micro bots/minibots, AI/ML
Where is SVB on the RPA Journey

6. Where does your CoE report to in the organization?

7. Who has more than 10 automations deployed, 50,
100? How long did it take you to get there?

8. How many have deployed a single bot that has saved
at least 1 FTE of work, 2, 5, more?

9. Federated vs centralized dev model

10. To attended or unattended, that is the question!

11. Metrics metric metrics
Real time IT Infrastructure Operations - SRE roles
Process Analyst that can navigate the organization quickly
BOT Controller/Customer Service
CoE needs to manage customer satisfaction
Offshore and Onshore Liaison role is critical
Key Considerations and Roles Need to Scale

12. Sponsorship and Executive Support