Transforming Financial Services with Agentic AI
Capital markets and banking operations are under pressure to move faster, operate leaner, and stay ahead of regulators, all at the same time. The bottleneck isn’t data. It’s orchestration. Agentic AI transforms how work gets done by turning fragmented, manual processes into intelligent, autonomous workflows across the financial services value chain. At this gathering, you'll discover how industry leaders are deploying AI Agents that:
- For CFOs and Finance teams: Drive straight-through processing across finance operations — reducing manual workload, accelerating close cycles, and improving audit-ready compliance
- For Procurement Leaders and Procurement teams: Eliminate purchasing friction by automating intake, enforcing spend controls, and streamlining vendor interactions end-to-end
- For Line of Business Leaders: Enable faster decision-making by removing operational bottlenecks, automating routine workflows, and delivering real-time insights across systems
- For CFOs and Finance teams: Drive straight-through processing across finance operations — reducing manual workload, accelerating close cycles, and improving audit-ready compliance
- For Procurement Leaders and Procurement teams: Eliminate purchasing friction by automating intake, enforcing spend controls, and streamlining vendor interactions end-to-end
- For Line of Business Leaders: Enable faster decision-making by removing operational bottlenecks, automating routine workflows, and delivering real-time insights across systems
A Powerful Morning of Vision, Use Cases & Live Demonstrations
F&A Runs on Transactions, So Does the Backlog
Every purchase request, expense report and invoice query that lands in your team's inbox is time stolen from forecasting, analysis and close. Deploy agents and avoid month-end crunch.
Intelligent Service Desk / Ticket Triage
AI agents take over repetitive IT tasks—reducing ticket volume, accelerating resolution times, and freeing teams from manual triage. IT teams gain faster, audit-ready operations with more time to focus on high-impact initiatives instead of support backlog.
AI-powered HR support & decision automation
Automate HR operations, resolve employee requests instantly, and free your team to focus on people—not paperwork.
Frictionless Vendor Onboarding
Automate the collection of tax forms, diversity certifications, and compliance checks at scale.
Contract Intelligence
Proactively monitor contract repositories for renewal dates and out-of-policy exceptions before they cost you.
Software & License Optimization
Eliminate shelfware and shadow IT by automating the tracking of SaaS utilization and spend across the enterprise.
The Morning’s Agenda
Location: Harvard Club, West Room III, New York City
Date: July 23, 2026
Date: July 23, 2026
8:30 – 9:00 AM
Registration & Networking
Light breakfast, coffee, and time to connect with peers
9:00 – 9:30 AM
Opening Keynote: The Future of Finance with AI Agents
How agentic automation—powered by powered by AWS, Elementum, and USEReady—is driving faster, more secure, and compliant financial operations.
9:30 – 10:15 AM
Insights on AI Adoption, Operating Model Redesign, and Next-Gen Financial Workflows
Group discussion and industry perspectives across cloud-native and agent-driven architectures
10:15 – 10:30 AM
Umang Video and Giveback Initiative
10:30 – 11:15 AM
Live Use Case Sessions: Platform & Agent Demonstrations
- AWS Enablement: Scalable infrastructure for enterprise AI agents
- Elementum Demo: End-to-End Operational Use Case
- USEReady Demo: Finance-Specific AI Agent in Action
11:15 – 11:25 AM
Audience Q&A
11:25 – 11:30 AM
Closing Remarks & Networking
Learn from Leaders Driving the Financial Services AI Movement
Jeremy Walsh
Global Head of Strategic Enablement & Partners, Elementum
Uday Hegde
Co-founder & CEO, USEReady
Amit Phatak
SVP, Decision Intelligence, USEReady
Designed for Leaders Ready to Move Fast Across
COOs reducing manual noise
Compliance & Risk Leaders seeking auditable automation
Procurement Leaders focused on value leakage
Digital, AI, and Technology Functions
CFOs, Procurement Leaders, Finance Ops, and COOs
Powered by Innovators Shaping the Future of Financial Services Operations
As teams put AI agents into practice, it quickly comes down to the data and workflows behind them. For many organizations, that means moving data and processes onto AWS, often accelerated through approaches like PPR and Migrator IQ, so agents can reliably access data, trigger workflows, and support faster audits and decisions.
Elementum is an AI-native workflow orchestration platform that enables real-time visibility, intelligent decision-making, and automated execution across complex supply chain and operational processes. Built for enterprise scale, Elementum helps organizations respond faster to disruptions and optimize end-to-end operations.
USEReady works with organizations to put AI agents into practice by connecting data, workflows, and systems across the enterprise. This includes designing how agents access information, coordinate actions, and integrate into real processes—so they operate reliably and support day-to-day decision-making at scale.
Seats Are Limited
Join an exclusive group of financial services leaders
exploring how AI agents are transforming enterprise operations.
exploring how AI agents are transforming enterprise operations.
A Small Gesture with a Bigger Meaning
At USEReady, we proudly support Umang, a Jaipur-based NGO and school empowering children and young adults with special needs. As a thank you for attending this event, guests will receive a handcrafted gift made by the children of Umang.
