Agentic AI is poised to radically transform financial services. From customer support bots that anticipate needs to autonomous financial advisors, the rise of agentic capabilities will reshape how value is created and how risks are managed. Many institutions are experimenting with agentic AI in innovation labs and pilots, exploring use cases from AI-powered financial planning to KYC automation. Yet most remain at an early stage, with limited integration into core operations, highlighting the gap between promise and impact. Closing this gap requires not only technical progress, but also robust governance frameworks, shared standards, and supervisory clarity that can scale across the industry.​
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This roundtable convenes senior leaders across financial institutions, regulators, and fintechs to explore how the sector can prepare for responsible adoption of agentic AI. While the potential benefits are significant, so too are the challenges: establishing transparent standards for safety and accountability, building governance structures that evolve with technology, and aligning supervisory expectations to mitigate new risks. The session will chart pathways for moving beyond experimentation towards standards-driven, governed, and trusted deployment of agentic AI in financial services.