Session: Partner-Led
All Eyes on Ops: Edward Jones Creates Harmony with Pega Process Fabric
Date and Location
June 9, 2026, 1:15PM - 2:00PM PDT
Premier Ballroom 315
Speaker(s)
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Marta TlalkaDepartment Leader, Automation Platforms and CoEEdward Jones
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Rob FienupProduct Owner for the Ops PortalEdward Jones
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Mark A. DobbieSenior ManagerEY
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Rodney KinzingerGeneral Partner, OperationsEdward Jones
Operations shouldn’t feel like chaos. Edward Jones is building a single pane of glass using Pega Process Fabric® to orchestrate work, allocate resources, and streamline reporting. Learn how experience-led design and a Universal Case Framework is lowering automation barriers to deliver true operational harmony across the firm. The Edward Jones Operations Portal is connecting work across asset movement, trading, client onboarding, and custody systems to improve work productivity and visualization.