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November 12, 2025 In-person

Automation Anywhere

This private dinner brings together senior leaders to explore how APA is powering a new kind of operating model—one that’s more responsive, resilient, and customer-centric.

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In person

Meet us in NYC

November 12th, 2025

6:30 - 9:30 p.m. Eastern Standard Time

Venue: Mary Lane
99 Bank St, New York, NY 10014, United States
 

 

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About Invitees: This event will include C-suite professionals in retail banking, private banking / wealth management, commercial, investment banking, distribution, revenue, operation leaders. 

 

Meet your sponsor

Automation Anywhere is an American global software company that develops robotic process automation software. With over 300M+ automations run annually and serving customers at 90+ countries. Automation Anywhere has recognized the need to approach automation through the lens of access and user experience—and empower an entire workforce generation with unprecedented productivity. Every step of the way, the goal remains the same: Enabling people with barrier-free automation technology that liberates everyone to achieve their human potential.

 

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Event sponsored by Automation Anywhere

The Autonomous Operating Model: How Agentic Automation Is Redefining Service, Scale, and Speed in Banking

Banks are at a crossroads. Legacy operating models—built for control, not agility—are struggling to keep pace with rising customer expectations, regulatory complexity, and cost pressures. The future belongs to institutions that can operate with intelligence, speed, and trust at scale.

Agentic Process Automation (APA) is enabling that shift. By deploying AI-native agents that can reason, learn, and act autonomously, banks are reimagining how work gets done across operations, IT, finance, and customer support. These agents don’t just automate—they orchestrate, adapt, and elevate the entire service experience.

This private dinner brings together senior leaders to explore how APA is powering a new kind of operating model—one that’s more responsive, resilient, and customer-centric. We’ll discuss how to lead this transformation, what governance it requires, and how to measure success when autonomy becomes a core capability.

Don't miss this opportunity to learn best practices and elevate your organization's cryptographic resilience. Be part of the conversation that prepares for a quantum-safe future and shapes the future of secure digital landscapes

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Ron Wade

Global Industry Lead - Financial Services

Your Speaker for the session


Strategic business transformation program leader, management strategy consultant, and Kellogg MBA with expertise in business strategy, management consulting and financial services.  

Three decades of Financial Services experience spanning a decade in industry at JPMorganChase, a decade in management strategy consulting at eLoyalty and Booz & Company and a decade in solutions at Salesforce and Automation Anywhere.

Substantial experience developing and presenting transformational strategic roadmaps. Extensive track record of developing and delivering innovative strategic solutions to address key financial services client challenges. Expertise spanning Retail, Small Business, Wealth, Commercial, Treasury Services and Investment Banking, Consumer and Commercial Property and Casualty, Group, Life and Annuity divisions. MBA from the Kellogg School of Management at Northwestern University. BBA in Finance from the Ohio University College of Business Project Management Professional (PMP). 

Attendance Confirmation Form

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Let's Get There!

Venue: Mary Lane

99 Bank St, New York, NY 10014, United States

 

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