In this episode, Brad Hairston talks with Jeremy Rossi, Global CIO of SS&C Intelligent Automation and Analytics, who explains how automation and AI are evolving and why they are critically important to financial services companies of all shapes and sizes.

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Here’s what we talked with Jeremy about:

*How automation and AI are natural extensions of investment management operations software

*The convergence of technologies being used to automate and improve processes

*Why 78% of companies recently surveyed say they don’t always trust agentic AI

*The role of agentic AI in SS&C Blue Prism’s product roadmap

*The re-emergence of process mining

*The increasing importance of risk mitigation

*The biggest hurdles for financial services firms in adopting and scaling AI-driven solutions

*Why automation and AI are relevant even to the smaller financial services firms in areas like asset management or wealth management

*Why there should be a sense of urgency around investing in automation and AI regardless of the size/shape of your company

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