Agents of Change: AI’s Role in the Future of Finance

VIP Dinner - New York City, NY

Aug 26, 2025 6:00 PM8:30 PM EDT

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Here's what we talked about

  • Strategic Role of Agentic AI: How Agentic AI enables autonomous decision-making and workflow orchestration in financial services.
  • Industry Transformation: The impact of Agentic AI on client experience, operational efficiency, and regulatory compliance.
  • Technology Ecosystem: How Microsoft’s AI tools—like Azure AI Foundry, Copilot, and Purview—support secure and scalable agent-driven solutions.
  • Real-World Applications: Insights from actual deployments in financial institutions, including use cases in advisory services and risk management.

Event Partners

Microsoft

Microsoft is the largest vendor of computer software in the world. It is also a leading provider of cloud computing services, video games, computer and gaming hardware, search and other online services. Microsoft's corporate headquarters is located in Redmond, Wash., and it has offices in more than 60 countries.

Insight Enterprises

Insight Enterprises, Inc. is a Fortune 500 solutions integrator helping organizations accelerate their digital journey to modernize their business and maximize the value of technology. Insight’s technical expertise spans cloud and edge-based transformation solutions, with global scale and optimization built on 33+ years of deep partnerships with the world’s leading and emerging technology providers.

Guest Speakers

Bharat Tripathi LinkedIn

Director of Services – Data & AI at Insight Enterprises

A results-driven and strategic Data & Analytics leader with over 25 years of experience in leading data and analytics initiatives, developing data-driven strategies, and implementing robust data governance frameworks. Proven track record in transforming data into actionable insights to drive business growth, enhance decision-making, and improve operational efficiency. Extensive hands-on experience in delivering business value by driving Digital Transformations using Data, Analytics, DevOps and AI/ML across various industries like Insurance, Government, Services, Retail, Services and Utility. Proven expertise in establishing and leading global high performing agile data, analytics, data science, data engineering and platform engineering teams to deliver scalable AI/ML, data and analytical solutions that drive business growth.

BWG Connect

Enterprise IT Subject Matter Expert

Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.

Jake Poirier LinkedIn

Strategic Alliances Manager – Microsoft at Insight Enterprises

Jake has built a career helping organizations maximize the return on their software/hardware investments through information technology services. An eagerness to explore innovative and challenging opportunities has led him to a diverse array of roles including direct sales, sales management, operations management, strategic partner alliances and business development. This unique perspective has helped Jake build long lasting customer and partner relationships that extend throughout the globe.

Event Moderator

Bharat Tripathi LinkedIn

Director of Services – Data & AI at Insight Enterprises

A results-driven and strategic Data & Analytics leader with over 25 years of experience in leading data and analytics initiatives, developing data-driven strategies, and implementing robust data governance frameworks. Proven track record in transforming data into actionable insights to drive business growth, enhance decision-making, and improve operational efficiency. Extensive hands-on experience in delivering business value by driving Digital Transformations using Data, Analytics, DevOps and AI/ML across various industries like Insurance, Government, Services, Retail, Services and Utility. Proven expertise in establishing and leading global high performing agile data, analytics, data science, data engineering and platform engineering teams to deliver scalable AI/ML, data and analytical solutions that drive business growth.

BWG Connect

Enterprise IT Subject Matter Expert

Our moderator brings decades of experience leading infrastructure, cloud transformation, and enterprise technology strategy across finance, media, publishing, and healthcare sectors. They have overseen IT infrastructure, large-scale digital transformation, and DevOps initiatives for some of the world’s most complex enterprise organizations, bridging strategy and execution to deliver measurable business impact. Their deep expertise ensures every discussion is grounded in real-world insight and informed by a career at the forefront of technological change.

Jake Poirier LinkedIn

Strategic Alliances Manager – Microsoft at Insight Enterprises

Jake has built a career helping organizations maximize the return on their software/hardware investments through information technology services. An eagerness to explore innovative and challenging opportunities has led him to a diverse array of roles including direct sales, sales management, operations management, strategic partner alliances and business development. This unique perspective has helped Jake build long lasting customer and partner relationships that extend throughout the globe.

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What is BWG Connect?

BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution. BWG has built an exclusive network of 125,000+ senior professionals and hosts over 2,000 virtual and in-person networking events on an annual basis.
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