Archives: Agenda

Senior representative, Behavox

Step into the Future of AI from pioneering intelligent automation to unleashing the power of Agentic AI across the SS&C estate. Join us on our journey, where we are moving beyond automation to build AI agents that are driving change at scale with a digital-first mindset and governance-first approach. Walk away inspired, informed, and ready to lead your own transformation.

What you’ll take away:
• The story of our evolution—from automation to AI-led operations.
• How we’ve deployed agentic AI agents at scale, with governance at the core.
• Why experience, innovation, and trust matter when choosing your AI partner.

Financial institutions are under pressure to innovate with AI and advanced analytics, yet most still struggle with fragmented data estates. Explore how leading financial institutions are utilising technology to create a dynamic, automated map from mainframes to the cloud that shows exactly how data moves and transforms. Learn how this end-to-end intelligence allows organisations to prove compliance instantly and align teams around a single source of truth unifying governance, accelerating AI and enabling confident decision making

Generative AI is no longer novel. Financial institutions are now at a crossroads: either continue managing a fleet of helpful “assistants” or transition to Autonomous Agents. While basic LLMs can summarise data, true “Agents with Agency” can execute complex workflows – from AML investigations to KYB verification – autonomously. However, in the high-stakes world of FSI, there remains a significant risk. We will deconstruct a manual Anti-Money Laundering (AML) workflow to show how agentic systems mimic human reasoning, and more importantly, how adopting a governance layer ensures these agents operate within safe, auditable parameters, to move beyond the “AI as a toy” narrative and explore the architectural shift required to give AI the power to act.

How leading wealth firms are moving beyond static client profiles to dynamic, signal-led advice models powered by behavioural data, AI and predictive analytics.

• Moving from age bands and risk scores to contextual, real-time client intelligence
• Embedding next-best-action engines into advisor workflows
• Measuring uplift in retention, wallet share and client lifetime value

How to effectively harness the latest innovations in data and analytics.

Which tangible improvements in service delivery and customer experience are helping wealth managers today?

Moderator: Craig Beattie, Principal Analyst, Celent

Authenticity, transparency, and verifiability of environmental claims

• How are brands using marketing to appear sustainable?
• Do consumers “talk the talk” but not “walk the walk”?
• Genuine planet-proofing: Ensuring verifiable actions that reduce environmental harm across the product’s entire life cycle
• What is the commitment of businesses to ESG?

Join this expert-led, peer-to-peer deep-dive session to hear from those in the know. Take back to your business an understanding of what it takes to succeed and lessons learned from those who have been there, done that.

Delegates must pre-register interest prior to the day of the event.

• Skytree uses Direct Air Capture technology to pull beverage-grade CO2 directly from the atmosphere for on-site use
• Generating CO2 locally removes the risks and high costs associated with volatile fossil fuel supply chains
• Switching to circular CO2 helps brands meet net-zero targets and satisfies consumer demand for sustainable products
• The modular Stratus units provide a scalable and high-purity carbonation solution powered by renewable energy