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, participants discovered 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
See how AI agents are reshaping workflows across the Finance, Procurement & Operations lifecycle.
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 and What We Covered
8:30 – 9:00 AM
Registration & Breakfast Networking
Light breakfast, coffee, and time to connect with peers
9:00 – 9:30 AM
Opening Keynote
- The Future of AI driven operations in Capital Markets and Banking.
- How Agentic AI is reshaping workflows across HR, Finance, Accounting and Procurement.
9:30 – 10:15 AM
Industry Perspectives: Reinventing Finance & Procurement Operations.
Scaling AI in Financial Services. What leaders are learning about deploying AI agents responsibly — data readiness, governance, and regulatory impact.
10:15 – 10:30 AM
Short Break
Umang Film & Guest Gifts
10:30 – 11:15 AM
Live Use Case Sessions Show & Tell.
- Elementum and USEReady Demo: Finance, Accounting, Operations and Procurement Demos
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
Uday Hegde
Co-founder & CEO, USEReady
Amit Phatak
SVP, Decision Intelligence, USEReady
Jeremy Walsh
Global Head of Strategic Enablement & Partners, Elementum
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
Breakfast with Agents is an exclusive event hosted by AWS, Elementum.ai, and USEReady - three organizations
at the forefront of enterprise AI, data, and intelligent automation.
at the forefront of enterprise AI, data, and intelligent automation.
Elementum.ai is world’s leading AI-native workflow orchestration platform that runs directly inside your data environment — Snowflake, Azure, or GCP. Zero data persistence. Deterministic, fully auditable workflows built to meet SEC, FINRA, and EU AI Act standards. Concept to Production in under 30 days.
USEReady is a leader in Agentic AI and enterprise automation, helping financial institutions operationalize AI across trading operations, compliance workflows, and decision-making processes. Built on the AlphaGenie framework, USEReady’s agentic solutions are designed for rapid deployment, enterprise scale, and measurable business impact from day one.
Glimpses from the Session
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.
