Sell Side Ops USA 2026
March 10 - 11, 2026
JW Marriott Grande Lakes, Orlando
Allen Shealey
Head of Institutional Performance and Advisory TruistDay 1 | 10th March
9:35 AM Panel: Automating operational workflows: What are the AI use cases driving measurable impact in exception management, trade processing, and client service?
- Which AI/automation use cases are proving most effective in exception management and trade processing?
- How do you balance efficiency gains with the need for robust risk controls and oversight?
- What are the key barriers to scaling AI beyond pilots in cross asset sell-side operations?
- How can AI enhance the client servicing experience while reducing manual workload?
Check out the incredible speaker line-up to see who will be joining Allen.
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