Humans + Agents: The AI Shift in Financial Services

Join senior leaders from the world’s leading banks and financial services firms for an exclusive, peer-driven discussion on the groundbreaking role of AI in transforming financial operations. This roundtable, hosted in partnership with Kore.ai, will delve into the strategic impact of AI assistants, agentic systems, and intelligent automation—redefining client engagement and operational efficiency within complex, regulated environments.
📅 October 9, 2025
🕗 Executive Roundtable
📍 New York
🔒 18-25 participants
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Key Topics

 ✅ AI in client engagement, onboarding, and advisory.
 ✅ AI-driven decision intelligence for risk, credit, and trading.
 ✅ The AI + Human synergy for enhanced productivity.
 ✅ Breaking silos with intelligent orchestration across systems.
 ✅ Scaling AI at enterprise level: Proving ROI and gaining buy-in.

What to Expect

Real-world Insights

Case studies and expert opinions from top BFSI leaders.

Actionable Strategies

How AI assistants, agentic systems, and automation are optimizing client engagement and driving operational efficiency.

Tangible Outcomes

Build the business case for AI, scale successfully, and measure ROI.