Financial Services Trends 2026: The promise and pitfalls of Agentic AI in Financial Services - a prerequisite for success

Agentic AI offers significant promise for financial services by automating complex workflows, enhancing decision-making, and improving customer experiences. However, it also introduces new risks, including governance gaps, unintended actions, and ethical concerns around autonomous systems. To adopt agentic AI successfully, financial institutions need strong oversight, transparent guardrails, secure architectures, and continuous monitoring. Join us as we highlight the opportunities of agentic AI and the key prerequisites for responsible, resilient deployment. Join us to learn more about Agentic AI in Financial Services: - Automate complex financial workflows and boost operational efficiency. - Enhance customer interactions and decision-making. - Lean how leading firms are using Agentic AI in their operations. - Learn how success depends on balancing innovation with trust, resilience, and regulatory integrity.

主讲人

Aric Rosenbaum | Chief Technologist, Global Financial Services, Red Hat

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division and was co-founder/CTO of several FinTechs in equity and FX trading.

Bruno Azenha | Global FSI Technology Strategist, Red Hat