Sell Side Ops USA 2026
March 10 - 11, 2026
JW Marriott Grande Lakes, Orlando
Matt Boyle
Principal - Data, Cloud and AI Practice Lead Cutter AssociatesDay 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?
12:35 PM Panel: OCRM in the Spotlight: How can Operational Client Relationship Managers effectively partner with Buy Side clients to better understand industry drivers and influence Sell Side operations strategies?
- How is the role of the Operational Client Relationship Manager evolving in today’s market?
- What strategies best strengthen OCRM partnerships with buy-side clients?
- How can OCRMs influence broader sell-side operations strategy through client insights?
- What metrics define a successful OCRM function?
Check out the incredible speaker line-up to see who will be joining Matt.
Download The Latest Agenda