Agentic Financial Operations

Overview

While 75% of executives rank AI as a top three priority, fewer than 25% are realising tangible value. In financial services, the Agentic Revolution means reimagining operations, not simply applying AI to existing processes.

In this executive roundtable, IBM and AWS explore the transformative opportunity of Agentic Operations: reimagining how work is performed through a hybrid workforce of AI agents and humans. We will examine how leading financial services organizations are redefining how work gets done by orchestrating AI agents, human talent, legacy systems and modern platforms to deliver 30–50% enterprise-wide efficiencies, while elevating the workforce to higher-value contributions.

Demonstrating real transformation in action, this hybrid model delivers measurable value: radically lower costs, improved quality and accuracy, enhanced governance and stronger operational resilience. The approach is modular: start with high-impact use cases such as payments or claims, prove value with concrete metrics, then scale systematically across the enterprise.

In 2026, the question for financial services leaders is clear: what does the future of operations look like, and how do you get there? Join IBM & AWS to define the roadmap for Agentic Operations, from business case to scalable value.

What to expect

• Senior Executives 10+
• Discussions Interactive
• Hours
• Networking Peer-Driven

Agenda

• 11:30 am Delegates arrival Registration(Factor Hour)
• 0:00 pm Welcome Drinks and Refreshments(Factor Hour)
• 0:15 pm Opening Remarks(Factor Hour)
• 0:30 pm Interactive Discussions(Factor Hour)
• 1:45 pm Closing Remarks(Factor Hour)
• 1:50 pm Networking Drinks and End Of Session(Factor Hour)

Partners

• IBM At IBM, we do more than work. We create. We create as technologists, developers, and engineers. We create with our partners. We create with our competitors. If you're searching for ways to make the world work better through technology and infrastructure, software and consulting, then we want to work with you. We're here to help every creator turn their "what if" into what is. Let's create something that will change everything.
• AWS

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