As financial institutions enhance their technology, the future involves deploying agentic infrastructure—advanced AI systems that reason, adapt, and operate autonomously within complex, regulated workflows. This masterclass explores the technical architecture, including modular layers and compliance frameworks, needed to implement and scale intelligent agents in high-stakes financial settings.

What You’ll Learn

• Engineering stateful, tool-augmented agents for real-time decisioning in onboarding, KYC/AML, trading, and advisory.
• Integrating agents with core financial systems, APIs, and data lakes for seamless orchestration.
• Implementing regulatory-grade controls: explainability, auditability, and human-in-the-loop escalation.

Key Takeaways

• Developed reference architectures and orchestration patterns tailored for agent-based financial systems to enhance efficiency and scalability.
• Created deployment toolkits for AI pipelines emphasizing low-latency and high-availability, alongside governance frameworks aligned with MRM and compliance requirements.

Why This Matters

Financial services demand precision, traceability, and resilience. Agentic AI enables institutions to move beyond static automation—toward systems that can reason, adapt, and comply in real time. This session equips technical leaders with the tools to build scalable, explainable, and regulator-ready AI ecosystems.

Who Should Attend

AI engineers, solution architects, financial technologists, innovation leaders, compliance officers, and transformation teams working in:

• Banking
• Insurance
• Fintech
• Capital Markets