Orchestrating the Future: Unifying Agentic AI Across Financial Services


This webinar will take place on:
11 November, 2025
11:00 AM - 12:00 PM EST


In today's fast-paced financial services landscape, enterprises face escalating process complexity, with 90% of US IT executives reporting workflows ripe for agentic AI improvements. Yet, over 40% of such projects risk cancellation by 2027 due to soaring costs, unclear value, and inadequate risk controls. Effective orchestration is essential to integrate, manage, and monitor AI agents alongside robots and human teams, ensuring seamless execution, compliance, and scalability across operations.

This webinar will demonstrate real-world examples showcasing firms achieving faster processing and cost reductions. We'll address challenges like data silos, regulatory compliance, and ethical AI, sharing best practices for interoperable architectures. Join for actionable strategies, a live demo of Maestro, Agents, and Intelligent Document Processing in action, and Q&A with UiPath experts.

This session goes beyond theory to show how agentic AI can be orchestrated in real-world financial services. With live demos and proven examples, we’ll highlight:

  • How firms are achieving measurable outcomes—faster processing, lower costs, and simplified operations—while ensuring governance and compliance. 
  • How to orchestrate End-to-End Processes with Agentic AI across people, robots, and systems
  • How to scale securely with governance, compliance, and KPIs
  • How to achieve outcomes by scaling intelligent automation, reducing complexity, and simplifying processes


CPE Credits

This webinar is eligible for 1.0 CPE credits in the NASBA field of study, Information Technology – Technical. 

To earn CPE credits, the learner is expected to:

- Attend a minimum of 50 mins of the webinar

- Participate in at least two polls 

SSON is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.



Speakers

Dhruv Patel Dhruv Patel
Director, Incubation
UiPath
Andrew Szabo Andrew Szabo
Financial Services Industry Practice Leader
UiPath
Eric Streem Eric Streem
Insurance Industry Regional Lead
UiPath

Sponsors

UIPath