Canva Sydney Roundtable

Canva Sydney Roundtable

Agentic Operations in Financial Services: Reimagining Work, Realising Value

Park Hyatt Sydney, The Rocks, Australia

Hosted by Factor

Overview

Despite widespread investment, most financial institutions are still struggling to translate AI ambition into measurable operational value. This roundtable explores how leading organisations are closing that gap through Agentic Operations —a new model that combines AI agents and human expertise to transform end-to-end workflows.

By shifting from task-based automation to intelligent, orchestrated execution, firms are achieving step-change outcomes: significantly lower costs, faster processing, improved accuracy, and stronger governance. From payments to claims, this approach enables organisations to scale impact quickly—starting with high-value use cases and expanding enterprise-wide.

This session will focus on the practical realities of moving beyond pilots to delivering sustained, measurable value—while maintaining control in highly regulated environments.

Discussion Points:

From AI ambition to realised value

Why most organisations stall

How leaders translate AI investment into measurable operational outcomes

Agentic Operations in practice

How AI agents and humans collaborate across workflows

Delivering 30–50% efficiency gains and improved accuracy

Scaling beyond pilots

Moving from proof-of-concept to enterprise-wide deployment

Frameworks that ensure clear, measurable ROI

Governance in an autonomous world

Balancing speed, compliance, and risk

Deploying AI agents safely in regulated environments

The workforce transformation

Reskilling and organisational change

Evolving roles in a hybrid AI–human operating model

What to expect

Agenda

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