Driving ROI: The business case for automation and generative AI in financial services


Andrew Beal

Chief Architect, Markerstudy

Matt Roberts

Head of Data Science & Analytics, ClearBank

Satish Shenoy

Regional Vice President, Global Technology Alliances and AI Strategy, SS&C Blue Prism

Jonathan Easton

Editor, FStech

Automation is the foundation that enables generative AI to deliver real, scalable impact and measurable ROI in financial services. In this webinar, we will explore how intelligent automation not only streamlines processes and reduces operational costs but also creates the infrastructure necessary for generative AI to thrive. By automating core functions such as back-office operations, customer support, and regulatory compliance, financial institutions can free up resources, reduce human error, and enhance efficiency – leading to immediate cost savings and improved operational performance.

The session dives into real-world use cases from the UK financial sector, demonstrating how automation has paved the way for the successful implementation of generative AI. Attendees will learn how automation enhances AI-powered customer interactions, supports personalised offerings at scale, and enables faster decision-making through data insights. Additionally, we’ll explore how this combination leads to measurable business outcomes, including accelerated product launches, enhanced customer experiences, and sustained business continuity during periods of disruption.

Ultimately, attendees will gain insights into how automation and generative AI together drive operational efficiency, improve customer satisfaction, and unlock new revenue streams—proving that automation is not just an efficiency tool but the critical foundation for AI-driven business transformation and long-term ROI.


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