Building with AI Agents in Finance Operations - #NYTechWeek

Thursday, Jun 4

6:00pm – 9:00pm

Hosted by

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For the builders in Operations: middle office, back office, RIA, fund and compliance ops. People who write their own macros, picked up SQL on the side, and like building things. Come with 1 workflow you always wanted to automate. During the session, you’ll build AI agents that can do real work with AI engineers' help. We’ll walk through real examples, show how agents can operate directly across desktop and web, then work hands-on in small groups to prototype workflows live. Think: • reconciliations that never quite reconcile • onboarding workflows across multiple portals • reports that consume half your Monday • compliance processes buried in PDFs and spreadsheets We’re opening up the beta for Zomma Agent for this event. Zomma is an AI agent built for operational workflows. It handles the repetitive, cross-system work that lives between your applications. The workflows nobody owns, nobody documents, and everybody depends on. This event is a part of #NYTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.

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