FORWARD + Tech Ed Summit On-Demand
Financial Services Summit
Learn how to deploy AI and automation across financial services
Dive into the success stories of leading financial services firms harnessing automation + AI to revolutionize banking and insurance operations.
Connect with industry peers and learn about the latest best practices in intelligent document processing, process orchestration, testing, and more, all tailored specifically for the financial services sector. Gain insights from seasoned professionals and explore how cutting-edge automation technologies can supercharge your organization's efficiency and profitability.
Summit sessions
Financial services industry summit kickoff
Hear opening remarks from UiPath Financial Services industry expert, Amit Kumar. Review the state of automation today, and discover where we're headed.
Amit Kumar
Summit keynote: Designing an AI operating model for Financial Services
Learn how Fiserv is using AI to transform their operating model while ensuring proper governance.
Sharbs Shaaya
AI customer showcase: IDP in Insurance and Mortgages
Hear valuable insights from financial services organizations USI and United Wholesale Mortgage and learn how they're using AI to deliver game-changing results throughout their organizations.
Andrea Simpson
Dustin Spivey
Fireside Chat: AI driven transformation at HUB
Why is one of the world’s fastest growing brokers, Hub International, using Gen AI and automation? It’s allowed them to scale to new heights.
Thach Nguyen
Bobbisue Edmondson
Sangita Ray
AI customer showcase: Test and IDP in Banking and Capital Markets
Hear valuable insights from financial services organizations State Street, Turkiye Finans, Katilim Bankaki, and Banco Azteca, and learn how they're using AI to deliver game-changing resuts throughout their organizations.
Brandon McCormick
Melis Tosun Arslan
Kathia Barrios
Executive panel: A banking executive's perspective
How are executives at Suncoast Credit Union, TD Bank, and Citizens Bank viewing the impact of AI and automation in the enterprise? Find out from our panel of financial services executives.
Michael Parks
Amin Kermali
Matt Lavoie
William Hincher
Financial services innovation awards
By adopting automation and AI, there are many UiPath customers reimagining the way work gets done. But these four customers deserve a special shout out.
Eric Bouchard