
What's Real and What's Next? Agentic AI in Finance & Operations | Executive Dinner, Dallas
Hosted by SS&C Blue Prism and UBIX
17 November 2026
5:30 pm - 8:30 pm
Are you interested in networking with your peers, sharing ideas and learning what’s working in the industry? Join SS&C Blue Prism and UBIX for an invitation-only dinner for senior operations, compliance, transformation and technology leaders across various industries.
Most organizations already have AI in motion. What’s missing is a governed layer that connects AI insight to the work that actually gets done. Over dinner, we’ll look at how SS&C | Blue Prism WorkHQ orchestrates that work and how UBIX delivers the intelligence behind it, closing the loop from data to decision to action.
When: Tuesday, November 17, 2026
Where: Rosewood Mansion on Turtle Creek, Dallas
Time: 5:30 p.m. – 8:30 p.m.
Cost: Complimentary (registration required)
A seated dinner with cocktails and wine will be served.
Why Attend?
- High-caliber networking: Rare access to true peers facing the same scale of enterprise challenges.
- Strategic knowledge sharing: Discuss sensitive, real-world topics like the actual ROI of AI implementation, vendor failures or organizational resistance in a confidential environment.
- Exclusive benchmarking: Quietly gauge how your competitors and peers structure their digital roadmaps, manage tech stack budgets and prioritize transformation initiatives.
The barrier usually isn’t the AI model. It’s the lack of a governed way to connect it to operations. This evening is designed to help you:
- See practical examples of AI and agentic automation running inside regulated banking workflows
- Understand a governance-first approach to scaling AI safely and consistently
- Hear how institutions decide between building in-house, partnering or using managed services
- Compare notes with peers facing the same decisions
Attendance is limited to keep the conversation candid and at a peer level.
Agenda
5:30 p.m. | Arrival and Networking Reception
6:15 p.m. | Executive Panel: [Title TBD], featuring [speakers] from SS&C Blue Prism, UBIX
7:00 p.m. | Dinner and Peer Roundtables
8:15 p.m. | Closing Remarks
Help Shape the Conversation
Have a question for the panel? Submit it in advance, and we’ll build it into the discussion.
Extend Your Visit: Office Hours, November 18
On Wednesday, November 18, the SS&C Blue Prism and UBIX teams will host office hours at our Dallas office. Book a private 45-minute session to dig into your own use cases, see WorkHQ and UBIX in action and continue the conversation from dinner. Sessions are limited and available on a first-come basis.
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