Type
Industry
Topic
banking-financial-services
Demos & Videos
How to Build the Operating Model for the Agentic Future
Six pillars that decide whether your AI program scales or stalls. Live from the team building and running enterprise agentic AI programs.
Demos & Videos
The New CFO Operating Model: Intelligent finance that accelerates cash flow, improves control, and scales operation
Watch Filip Swat, Ashling and Caleb Jones, UiPath, for a discussion on how leading organizations are rethinking the Office of the CFO. In this session, they explore how agentic automation, AI agents,
Newsletter
The Clover: October 2026
An investment firm that unlocked $4.7M in added capacity with agentic trade monitoring and detection. Plus, explore the new feature updates from UiPath FUSION, save your spot at our live webinar on
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Success Story
How Automated Trade Monitoring Delivers $4.7M a Year
A leading investment management firm now reviews 100% of trades before they are ever sold, up from fewer than 1%, and ensuring customer' cost basis method is set accurately. The solution adds more
Success Story
Automated Reconciliation for Venture Capital Investment Management
A national accounting and advisory firm now runs automated reconciliation across venture capital investment documents and schedules of investments. The solution onboards clients faster at 90%
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Guide
Evolve Your Operating Model for the Agentic Future
The six pillars that decide whether your AI program scales or stalls. A practical framework from the team that's building and running enterprise IA and AI programs.
Newsletter
The Clover: September 2026
Getting an agentic AI pilot to work is the easy part. Keeping it running in production, without ballooning costs or ungoverned decisions, is where most programs stall. The key is evolving your
Leveraging Intelligent Automation to Increase Operational Efficiency
Achieving Operational Efficiency Comes with Many Challenges. Automation Acts as a Key Problem Solver.
Newsletter
The Clover: August 2026
Inside this issue: A specialty insurer put agentic AI to work scoring and ranking every submission by desirability, so underwriters assess the best business first. Plus, a look into one