Learn how Docupace transformed from cloud-native platform to AI-powered wealth tech leader, leveraging AWS partnerships and customer obsession to accelerate growth.

Topics Include:

• Docupace Technologies has served wealth management firms for twenty years.
• Three SaaS product lines streamline advisor workflows and back offices.
• AI transforms both customer operations and Docupace's internal business practices.
• Trust between advisors and investors drives conservative technology adoption approach.
• Serving seven top-ten broker dealers demands careful data security strategies.
• AI shifts financial systems from deterministic certainty to probabilistic outcomes.
• Industry began AI adoption with simple meeting note-taking applications.
• Docupace's agentic AI framework enables safe, observable, orchestrated agent deployment.
• Multiple verification layers and human oversight ensure zero-error financial operations.
• Internal AI implementation required nine months navigating change management hurdles.
• Team curiosity and rapid experimentation matter more than traditional skill sets.
• AWS customer obsession and partnership programs dramatically accelerate business growth.

Participants:

• Michael Pinsker – Founder and President, Docupace Technologies

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Boomi CEO Steve Lucas reveals how to flip AI's 95% failure rate to your favour with practical integration strategies, real-world agent deployments, and an AWS partnership.

Topics Include:

• Boomi solves the forever problem of complexity across applications and systems
• Twenty-five thousand customers use Boomi to automate anything and connect everything
• Boomi moves more data per second than the entire Visa network
• AI agents now integrate systems through simple commands, no coding required
• Agentic platform built with AWS creates custom AI agents in real time
• Use cases include expense monitoring and heart defibrillator battery checks daily
• Automotive companies use AI agents to assess tariff risks across supply chains
• Hospitals deploy agents to detect patient falls and alert medical professionals immediately
• Control Tower co-innovated with AWS monitors and manages all AI agents centrally
• Deterministic processes like payroll shouldn't use AI, probabilistic challenges should
• Ninety-five percent of AI projects fail due to data access problems
• Agentic workshops help companies identify high-ROI opportunities and achieve AI success

Participants:

• Steve Lucas – Chairman & CEO, Boomi

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/

Fabric CTO Ankush Goyal reveals how AI Search is transforming commerce discovery and why merchants need AI agents to compete effectively.

Topics Include:

• Fabric builds AI agents for commerce, solving merchant visibility challenges
• Commerce shifting due to AI Search channels and smaller retail teams
• Product Agent monitors and improves product visibility across AI channels
• PetMeds uses Fabric to optimize AI Search and automate SKU onboarding
• Fabric evolved from commerce platform company to AI agent solutions
• Agentic and generative AI work together to optimize product catalogs
• Fabric uses AWS EKS, Bedrock, S3, and Nova models heavily
• AWS partnership connects Fabric with industry leaders and growth opportunities
• AWS services enable reliable, cost-effective, and performant enterprise AI agents
• Prototyping agents is easy, but enterprise-grade reliability is extremely challenging
• Four key learnings: workflow reliability, context engineering, cost effectiveness, feedback loops
• CTOs should define agent goals, guardrails, context, and evaluations early
• Long-running workflow durability and snapshots prevent costly repeated work failures
• Future innovations focus on specialized models, retrieval frameworks, automated evaluations
• Merchants can evaluate AI Search performance at fabric.inc or LinkedIn

Participants:

• Ankush Goyal – Chief Technology Officer, Fabric

See how Amazon Web Services gives you the freedom to migrate, innovate, and scale your software company at https://aws.amazon.com/isv/