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.
In person
Meet us in NYC
- Time & location
- Who will be there?
- Event sponsor
6:30 - 9:30 p.m. Eastern Standard Time
Venue: Aqua
902 Broadway, New York, NY 10010
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 the leader in Agentic Process Automation (APA) and guided by its vision to fuel the future of work by unleashing human potential through automation. Learn more at www.automationanywhere.com
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.
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Ron Wade
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).
Let's Get There!
Venue: Aqua Roma | New York
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