The ROI of Delegation Webinar
Available to watch on-demand November 26, 2026
AI agents have moved from pilots into sell-side operations, and reconciliations offer one of the most practical places to deploy them. This webinar will show capital markets firms how to build the business case for agents that cut manual intervention, speed up exception handling, and lift back-office efficiency.
It will also cover the guardrails, audit trails and human oversight that business-critical processes require. Speakers will put numbers on the economics: the return to expect, the time it takes to arrive, and whether to build agents in-house or partner with a specialist provider. You will hear where AI delivers measurable value and how soon.
Key themes
The business case: Agents can reduce manual workloads and speed up exception resolution. Speakers will show you how to quantify those gains and make the case for wider deployment.
Delegating safely: Which decisions can an agent make on its own, and which must come back to a person? Hear what operating boundaries, escalation rules, audit trails and human oversight look like in practice.
Build or partner: Developing, testing and integrating agents across the sell side takes time and skilled people. Speakers will test whether in-house development earns its cost when specialist providers offer a faster route to production.
Beyond reconciliations: Firms need a repeatable method for deploying agents across other workflows. Speakers will say where to standardise, where human expertise stays essential, and how to balance speed with control.
Speakers
Arjun Dublish, Head of Smart Reconciliations Premium, Smartstream
Victor Anderson, Global Content Director, WatersTechnology
