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. 

Join us in:

See you in 14 days 2 hours 20 minutes
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Rosewood Mansion on Turtle Creek

2821 Turtle Creek Boulevard
Dallas, TX 75219
USA