Applied Innovation and Agentic AI

The next wave of AI is not about chatbots—it is about autonomous agents that can analyze information, make recommendations, coordinate workflows, and execute work across the enterprise. Financial institutions are beginning to move beyond productivity tools toward agentic operating models that have the potential to transform investment management, operations, risk management, and client service. This session examines what the agentic financial institution may look like and the strategic and governance decisions leaders face today to prepare for that future.