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As generative AI transforms how software is built, sold, and consumed, ISVs and startups serving the financial services industry (FSI) are facing a major shift in the SaaS landscape. This event brings together forward-looking AWS Partners to explore how agent-based software is disrupting traditional models - impacting everything from product architecture and compliance to pricing, packaging, and go-to-market (GTM) strategies. Attendees will engage directly with AWS leaders and peers in a collaborative session designed to advance agentic AI initiatives, shape AWS Marketplace and GTM strategies, and gain practical insights to accelerate their AI journey.
Nasdaq MarketSite, 4 Times Square, New York, NY 10036
(East side of Broadway between 42nd and 43rd Streets near the corner of Broadway and 43rd.; Photo ID required)
NASDAQ
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Roland Barcia
Director, Specialist Tech and Architecture, AWS
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Meet the Speakers
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John Pineda
Managing Director & Partner, San Francisco - Bay Area, BCG
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Reimagining Commercial Models in Financial Services Industry (FSI)
AWS Enterprise Agents Innovator Series
Monday, November 17th | 8:00am - 1:00pm
Nasdaq MarketSite, 4 Times Square, New York, NY 10036
(East side of Broadway between 42nd and 43rd Streets near the corner of Broadway and 43rd.; Photo ID required)
Key Takeaways
Understand how AI agents are transforming enterprise SaaS models in FSI
Get practical guidance on adapting product, pricing, and GTM strategies
Learn about AWS resources and programs to accelerate your agentic offerings
Influence the AWS Marketplace roadmap for agent-based solutions
Connect with AWS experts and peers driving AI innovation
AWS Enterprise Agents Innovator Series
Reimagining Commercial Models in Financial Services Industry (FSI)
November 17th | 8:00am - 1:00pm
Nasdaq MarketSite, 4 Times Square, New York, NY 10036
(East side of Broadway between 42nd and 43rd Streets near the corner of Broadway and 43rd.; Photo ID required)
Learn how to accelerate growth with AI from AWS
Event Goals
Demystify AI-native GTM models: Understand how enterprise agents are redefining product and commercial strategies in FSI.
Gain Partner Insights: Learn how FSI ISVs and agentic AI startups are evolving - overcoming challenges, driving growth, and planning ahead.
Enable AWS Collaboration: Surface practical needs from partners to inform AWS Marketplace, AI service, and GTM roadmap priorities.
Foster Meaningful Connections: Build relationships with fellow decision-makers and AI innovators facing similar challenges.
Format
This is a highly interactive, day-long session featuring a curated mix of:
Lightning Presentations: Hear from leading ISVs, startups, and AWS experts on real-world strategies and emerging trends.
Customer Signals & Market Insights: Explore how enterprise buyers are evolving and what they expect from agent-based software.
Networking Opportunities: Connect with peers, AWS leaders and specialists to deepen relationships and spark new collaborations.
Agenda
Registration
8:00am - 8:30am
8:30am - 8:45am
8:45am - 9:15am
10:45am - 11:15am
11:15am – 11:45am
Welcome Remarks
Redefining SaaS Value in the Age of Agentic AI
Bridging the Innovation Gap
AWS Financial Services experts share real-world customer signals, emerging trends, and use cases from the field that reveal how organizations are transforming and innovating with AWS.
Discover what it takes to move from prototype to production in regulated industries. AWS specialists and prototyping leaders share lessons learned from building agents with customers and partners, highlighting emerging trends, common challenges, and approaches to help organizations move from proof of concept to production in a secure and compliant way in the era of agentic AI.
Attendees will mingle for breakfast
Author of "Rethinking B2B Software Pricing in the Agentic AI Era," John Pineda explores how AI is transforming enterprise value and unlocking new growth levers. With deep expertise in pricing model transformation and digital platform monetization, he unpacks emerging customer demand signals, evolving value-based pricing strategies, and the market shifts redefining profitability across industries.
Customer Signals & Trends in FSI
9:15am - 10:00am
Agents of Change: The Future of SaaS
Explore how agentic AI is reshaping the future of SaaS, bridging the gap between today’s possibilities and tomorrow’s realities. Through practical examples and clear guidance, the session examines how SaaS workflows and commercial models are evolving, and what partners can do now to stay ahead in this rapidly changing landscape.
10:00am - 10:45am
Panel: Lessons from Early Builders
Leaders from both established ISVs and innovative startups discuss their experiences deploying agents in the financial services industry - highlighting critical lessons learned, common challenges faced, and the strategies that accelerated their success
Speaker: John Pineda, Managing Director & Partner, San Francisco - Bay Area, BCG
Speaker: Mark O'Donnell, Financial Services Industry Lead - US East, AWS and Ruben Falk, Head of Agentic & Generative AI, Capital Markets, AWS
Moderator: Ruben Falk, Head of Agentic & Generative AI, Capital Markets, AWS
Panelists: Vincent David, Senior Director - Applied Machine Learning, Smarsh, Chris Ackerson, SVP of Product at AlphaSense, Inc. and Matthew Glickman, Co-Founder & CEO, Genesis Computing
Speaker: Alex McClure, Principal Business Development Manager - Generative AI, AWS
Speakers: Roland Barcia, Director, Specialist Tech & Architecture and Patrick O'Connor, Senior AI Prototyping Engineer, AWS
11:45am - 11:55am
Closing Remarks
11:55am - 1:00pm
Expert Pods
Speaker: Mary Palmer, Principal Generative AI Category Lead - Industry, AWS
Speaker: Doug Hamilton, Head of AI Research and Engineering, Nasdaq
Engage directly with AWS experts and Partners at topic-focused pods covering areas like AI Agent & Tools on AWS Marketplace, agentic AI commercialization, and AWS service enablement. This interactive format encourages networking, hands-on demos, and meaningful conversations, allowing attendees to connect with experts aligned to their interests, challenges, and business needs while exploring innovations and solutions in an open, collaborative environment.
Speaker: Mary Palmer, Principal Generative AI Category Lead - Industry, AWS
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Ruben Falk
Head of Agentic & Generative AI, Capital Markets, AWS
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Alex McClure
Principal Business Development Manager - Generative AI, AWS
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Vincent David
Senior Director - Applied Machine Learning, Smarsh
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Mark O'Donnell
Financial Services Industry Lead - US East, AWS
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Chris Ackerson
SVP of Product, AlphaSense, Inc
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Maíra Ladeira Tanke
Tech Lead Agentic AI, AWS
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Matthew Glickman
Co-Founder & CEO, Genesis Computing
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Patrick O'Connor
Senior AI Prototyping Engineer, AWS
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Mary Palmer
Principal Generative AI Category Lead - Industry, AWS
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Doug Hamilton
Head of AI Research and Engineering, Nasdaq