Archives: Agenda

Adapting trial designs to global market realities

  • Align protocol design with MDR, FDA and global regulatory expectations
  • Manage endpoint variability across geographies without undermining quality
  • Avoid costly rework by building flexibility into trial strategy

 

From PMCF obligation to strategic advantage: standardising PMCF under EU MDR with 1Survey+

  • The reality of PMCF under EU MDR: mandatory, continuous and increasingly scrutinised
  • Common pitfalls in current PMCF strategies and why many approaches no longer satisfy Notified Body expectations
  • Introducing 1Survey+, a clinical-grade, regulator-ready PMCF platform designed in accordance with ISO 14155
  • From fragmented PMCF activities to portfolio-level standardisation and scalability

The Path to Agentic AI Transformation

Step into the Future of AI from pioneering intelligent automation to unleashing the power of Agentic AI across the SS&C estate. Join us on our journey, where we are moving beyond automation to build AI agents that are driving change at scale with a digital-first mindset and governance-first approach. Walk away inspired, informed, and ready to lead your own transformation.

What you’ll take away:
• The story of our evolution—from automation to AI-led operations.
• How we’ve deployed agentic AI agents at scale, with governance at the core.
• Why experience, innovation, and trust matter when choosing your AI partner.

The single source of truth: Accelerating financial innovation through data lineage

Financial institutions are under pressure to innovate with AI and advanced analytics, yet most still struggle with fragmented data estates. Explore how leading financial institutions are utilising technology to create a dynamic, automated map from mainframes to the cloud that shows exactly how data moves and transforms. Learn how this end-to-end intelligence allows organisations to prove compliance instantly and align teams around a single source of truth unifying governance, accelerating AI and enabling confident decision making

Beyond Copilot: Moving from basic AI to “Agents with Agency” in Governed Financial Workflows

Generative AI is no longer novel. Financial institutions are now at a crossroads: either continue managing a fleet of helpful “assistants” or transition to Autonomous Agents. While basic LLMs can summarise data, true “Agents with Agency” can execute complex workflows – from AML investigations to KYB verification – autonomously. However, in the high-stakes world of FSI, there remains a significant risk. We will deconstruct a manual Anti-Money Laundering (AML) workflow to show how agentic systems mimic human reasoning, and more importantly, how adopting a governance layer ensures these agents operate within safe, auditable parameters, to move beyond the “AI as a toy” narrative and explore the architectural shift required to give AI the power to act.

From segmentation to signal: building a real-time personalisation engine

How leading wealth firms are moving beyond static client profiles to dynamic, signal-led advice models powered by behavioural data, AI and predictive analytics.

  • Moving from age bands and risk scores to contextual, real-time client intelligence
  • Embedding next-best-action engines into advisor workflows
  • Measuring uplift in retention, wallet share and client lifetime value