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

Jul 28, 2026 1:30 PM2:30 PM EST

Register

Event Description

Join us for an exclusive executive dinner exploring the transformative power of Agentic AI in financial services. As the industry faces increasing pressure to modernize operations, elevate client experiences, and navigate complex regulatory environments, Agentic AI represents a new frontier—where intelligent systems operate autonomously to drive outcomes, orchestrate workflows, and unlock deeper insights.

This intimate gathering will feature a guided discussion on how financial institutions can harness Agentic AI to enhance advisory services, streamline compliance, and accelerate innovation. Drawing from real-world deployments and proven architectural frameworks, the conversation will highlight how AWS’s AI and data ecosystem—including Amazon Bedrock, Amazon SageMaker, Amazon Q, AWS Glue, and Amazon S3—enables firms to build secure, scalable, and agent-driven solutions.

Whether you’re navigating regulatory complexity, scaling personalized client engagement, or rethinking your data and AI strategy, this event will provide actionable insights and peer dialogue to help shape your organization’s AI roadmap.

BWG Connect, Insight Enterprises & AWS invite you to join an interactive event with industry peers to review & discuss practical insights across the digital space.

As always, there will be no sales pitch and all attendees are welcome to listen and learn.

Discussion Topics

  • 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 AWS AI and data services—including Amazon Bedrock, Amazon SageMaker, Amazon Q, AWS Glue, and Amazon S3—support secure, scalable, and agent-driven solutions.
  • Real-World Applications: Insights from real deployments in financial institutions, including use cases across advisory services, risk management, compliance, and data-driven decisioning.

Event Partners

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.

Amazon Web Services (AWS)

Amazon Web Services, Inc. is a subsidiary of Amazon that provides on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. These cloud computing web services provide distributed computing processing capacity and software tools via AWS server farms.

Guest Speaker

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.

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.

Event Moderator

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.

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.

Interested in joining? Request an invitation below.

Please provide the information and we will be in touch!

Need help with something else?

Aaron Conant

Co-Founder & Managing Director at BWG Connect


BWG Connect provides executive strategy & networking sessions that help brands from any industry with their overall business planning and execution.

Co-Founder & Managing Director Aaron Conant runs the group & connects with dozens of brand executives every week, always for free.


Schedule a free consultation call

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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