1、 2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.2025,Amazon Web Services,Inc.or its affiliates.All rights reserved.A I M 1 2 4-SBill ParteloWill StoreyNarendra UpadhyaReinvention Not Adoption!Rethinking Intelligen
2、t process Automation Leveraging AWS services SVP Technology LPL FinancialVP-AutomationLPL FinancialProduct ManagerCapgeminiCompany ConfidentialAutomanvik_AWS ReInvent_LPL_Capgemini|November 2025 Capgemini 2025.All rights reserved.3Agenda301Welcome and Introductions Overview of LPL Financial:Who we a
3、re and what we do Introduction to Capgemini:Strategic partner and capabilities02Strategic Automation Journey LPLs automation evolution since 2019 Business value and impact of automation initiatives03Cloud Migration Strategy Transition automation workflows to AWS Cloud Leveraging native AWS services
4、for enhanced integration and scalability04Technology Enablement and Innovation Full workflow execution:orchestration,process automation,and Agentic AI Addressing challenges in scaling,M&A readiness,licensing,and skill development05Partnership Value Creation Capgeminis role in driving transformation
5、and delivering business outcomes06Interactive Q&A SessionCompany ConfidentialAutomanvik_AWS ReInvent_LPL_Capgemini|November 2025 Capgemini 2025.All rights reserved.4LPL Snapshot(as of June 30,2025)For more than 30 years,we have been providing investment solutions,technology platforms,resources,and s
6、ervices to our financial advisors and institutions across the U.S.1,100 Financial Institutions*29,400 Financial Advisors*9,200+Employees*Assets*$1.9TLPL OfficesBoston,MASan Diego,CATempe,AZAustin,TXFort Mill,SCKansas City,KSNew York,NY*Gross profit is calculated as total revenue less advisory and co