Operations leaders aren’t asking why automation matters anymore. They’re asking how to make it successful.
In this replay of our live Q&A, Maureen Lowe, Founder & President of FTF & FTF News, moderates a discussion with Murray Campbell, Head of Product at AutoRek, and Jeff McGee, who shares practical lessons from leading operational transformation initiatives on the buy side.
The conversation covers how organizations are identifying high-impact automation opportunities, balancing short-term wins with long-term strategy, preparing data for scalable transformation, evaluating technology partners, and building operating models that can adapt as business needs evolve. The discussion also examines the growing role of AI and why successful automation starts with processes, not just technology.
Discussion Highlights
- Balancing quick wins with long-term automation strategy
- Building operating models that support scalable automation
- Evaluating technology partners and proof-of-concept best practices
- Preparing data for automation and AI
- Why successful automation starts with processes, not just technology
- Practical lessons from real-world operational transformation
Additional Resources:
Why Automation Alone Doesn’t Scale Operations
Explore why automation initiatives often struggle to scale and the operational foundations organizations need to build for long-term success.
→Watch the On-Demand Webinar
The Infrastructure Gap: Capital Markets Operations 2026
Examine the operational challenges shaping the industry, from scalability and manual processes to data complexity, digital assets, and AI adoption.
→Download the Report
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