Agility in Action: The Path to Modernizing Financial Services

Presenters:

• John Trapani, Industry Leader, Financial Services, Appian
• Julie Dolled, Vice President, Escrow Administration, Guild Mortgage
• Amrita Rajagopal, Managing Director, Global Head of Equities Client Platform Engineering, Goldman Sachs
• Sasank Chaturvedula, Software Engineer, Vanguard
• Pete Horning, Senior Manager, Technical Lead, Vanguard

Description:
In this engaging panel discussion from Appian World 2025, experts from Goldman Sachs, Vanguard, and Guild Mortgage join Appian’s John Trapani to share real-world stories of transformation—from roadmaps and challenges to adoption strategies and future visions.

You’ll gain practical insights into:

• How to prioritize modernization initiatives
• How to identify and eliminate roadblocks
• How to drive real adoption across your organization
• Get candid perspectives on what triggered these companies to modernize, what success looks like, and what advice they’d give anyone beginning a similar journey.
• Whether you're building your roadmap or mid-way through execution, this session delivers grounded, actionable guidance from proven leaders.