AI US - Kinfos Events

About the show

The Agentic AI & Automation in Finance Summit is part of a highly acclaimed global series, originally launched as the DXB Summit (Digital Transformation in Banking Summit). Having built a strong reputation in major financial hubs — including New York, Amsterdam, London, Chicago, and Singapore — this series continues to evolve in step with the financial industry’s most transformative forces.

As the financial services sector moves beyond Generative AI and HyperAutomation, this summit marks the next chapter — focusing on Agentic AI and its real-world applications in automation, intelligence, and decision-making. With the growing demand for adaptive, self-directed systems that enhance speed, accuracy, and customer value, the summit spotlights the frontier where finance meets truly autonomous intelligence.

Each edition brings together a curated community of visionary leaders, forward-thinking technologists, and transformation experts to explore the practical and strategic impact of AI and automation at scale. The agenda is carefully tailored to the evolving priorities and opportunities shaping banks, insurers, credit unions, and the broader financial ecosystem.

Whether in New York, Amsterdam, Chicago or Atlanta, this global summit series is where financial innovation meets practical execution — defining what’s next in agentic automation and AI-led transformation.

Venue:Peachtree Hotel Midtown Atlanta | Marriott Bonvoy
(formerly Crowne Plaza Atlanta – Midtown)
Address:
590 West Peachtree Street NW, Atlanta,
Georgia, USA, 30308
Dates: March 16–17, 2026

Partner with us

OUR CURRENT SPONSORS

SS&C Blue Prism

Denodo Technologies Inc.

25+

THOUGHT LEADERS

150+

HIGH PROFILE ATTENDEES

10+

SPONSORS & EXHIBITORS

8+

HOURS OF KNOWLEDGE SHARING

OUR CURRENT SPEAKERS

Eve Psalti

Senior AI Director

Microsoft

Meera Dugar

VP- Senior Technology Executive

JPMorganChase

Pamela Fehring

Chief AI Counsel

U.S Bank

Tim McKenzie

Director of Strategic Accounts

Precisely

Dr. Shireesh Mishra

Director- Head of Portfolio Analytics, Digital Channel Analytics

Citi

Sachin Rana

Director- Emerging Technology and Cloud Security & Global Risk Management

Scotia Bank

Satish Shenoy

VP- Global Technology Alliances and AI Strategy

SS&C Blue Prism

Micheal Binns

Director and Associate General Counsel, Head of Patents & Trade Secrets

Meta

Chris VanHuysse

BFSI Business Principal

Mentormate

Philippe Daoust

Vice President Innovation

National Bank of Canada

Chris McCay

Chief Product Officer

iBusiness

Banarasi Tippa

Director- Group Functions Legal Technology

UBS

John Ray

Sr. Alliances Architect

Tricentis

Tushar Chahal

Chief Technology Officer

Numisma Bank

Rachel Fischer

Chief Risk Officer

Wilson Bank & Trust

Tianjiao Zhao

Director of Applied AI and Engineering

BlackRock

Inessa Gerber

Director of Product Management

Denodo

Ash Kaduskar

Head of Artificial Intelligence

First Citizens Bank

Vishal Arora

Head- Generative AI and ML for Payments

Amazon Web Services

Juan Mendez

Director - MASS CorePM

BlackRock

Kaushal Vinodchandra Sheth

Chief Technology Officer

GFT Technologies

Keenan Moukarzel

Head of AI & Data - Consumer Bank

KeyBank

Rajiv Matta

Chief Innovation Officer

MSI

Nathan Lang

Senior Director of Operations & Intelligent Automation

First Bank

Chase Larson

EVP and Chief Lending Officer

St. Cloud Financial Credit Union

Alfredo Castillo

Sr. Applied AI Architect

AWS

Nishank Jain

SVP, Enterprise Payments - Senior Software Engineering

Truist

Rekha Pata

VP - P2P SIM Ops & Technology Strategy

Synchrony

Timothy Cebulski

SVP - Data Operations

Pinnacle Financial Partners

Pramod Misra

Director of Data Analytics

Snellings Walters Insurance Agency

Lee Assam

Principal Customer Solutions Leader – FinTech (NA)

AWS

Ellen Blackwell

Managing Partner

Falcon AI Solutions

Alan C Smith

Director - Commercial Underwriting Analytics and Automation

AssuranceAmerica

Louis Bode

COO/CIO

Cedo Group, LLC

Patricia Partelow

MD, Payments Competency Leader

EY

VIEW ALL SPEAKERS

Welcome to the Next Frontier: Atlanta 2026

Dear Colleagues,

After the tremendous success of the Chicago Summit, we’re excited to bring this next evolution of the series to the Southeast’s innovation capital - Atlanta.

As financial institutions advance deeper into their AI transformation journeys, Agentic AI and Automation are emerging as the defining forces of competitive differentiation. With financial leaders now moving beyond experimentation toward adaptive, self-directed systems, the shift from intelligent automation to autonomous decisioning is accelerating rapidly.

Atlanta will host this next chapter of our high-impact summit, where senior executives, technologists, and innovators will converge to shape the future of applied and agentic intelligence in finance. From real-world implementations of autonomous workflows and AI copilots to advancements in risk, compliance, and customer engagement - this is where strategy meets intelligent execution.

Join us as we explore how Agentic AI, GenAI, Process Automation, and Orchestration technologies are redefining financial operations - driving measurable efficiency, resilience, and innovation across the enterprise.

Be part of the transformation. The future of finance isn’t on the horizon - it’s autonomous, adaptive, and already unfolding in Atlanta. Join us to stay ahead !

Best regards,
Parry

Partner with us

Parry Batta | Managing Director, EMEA

Kinfos Events Private Limited

Why Atlanta?

Atlanta has emerged as a thriving financial and technology hub, fueled by its growing fintech ecosystem, strong corporate presence, and a collaborative network of finance and automation leaders driving innovation across the industry.

REGISTER NOW

Sponsorship Benefits

Let’s collaborate to boost your brand’s visibility and connect with a passionate target clients

Engage As Sponsor

Elevate your brand’s presence and connect with key decision-makers by sponsoring Agentic AI & Automation in Finance. As a sponsor, you’ll gain unparalleled visibility among industry leaders and innovators, showcasing your commitment to advancing financial technology. Benefit from exclusive networking opportunities, prominent branding, and a platform to demonstrate your solutions in front of an engaged audience.

Join us in shaping the future of finance through Agentic AI & Automation and position your organization at the forefront of this transformative industry event.

SPONSORSHIP OPPORTUNITIES

Pre-Conference Webinar Recap

Thank you for joining our ‘Open For All’ Pre-Conference Webinar for the GenAI & HyperAutomation in Finance Summit..

Attendees heard from industry experts in a dynamic 60-minute panel discussion on “Setting the stage of Gen AI & Hyper Automation in Finance.”

This insightful session was held on::
Wednesday | September 24 | LinkedIn Live
Timing: 09:00 AM – 10:00 AM (CDT)

We look forward to continuing the conversation at the
Agentic AI & Automation in Finance Summit
March 16-17 2026| Atlanta

Attend for free

If you hold a Director, MD, Head, SVP, VP or C-level role at a bank, credit union, insurance company, or investment firm (including asset/investment managers and family offices), you qualify for complimentary access to the Agentic AI & Automation in Finance Summit through our exclusive Kinfos Leadership Program.

This program offers senior executives the chance to engage with a network of top industry leaders, facilitating peer-led benchmarking and networking. Here all participants also agree to potential meetings with fellow senior executives, fostering meaningful business relationships. If you are interested contact us at Contact Us

Topics We Cover

Harness Agentic AI to build self-directed, goal-driven financial workflows

Explore how AI and automation are creating real ROI across U.S. banking and insurance

Design autonomous decisioning systems for lending, risk, and operations

Integrate GenAI and Agentic AI to drive adaptive, real-time customer engagement

Build AI-ready foundations with unified data, governance, and cloud-native architectures

Move from task automation to intent-driven orchestration across enterprise workflows

Operationalize AI safely - from pilot to production with robust LLMOps and governance

Strengthen fraud prevention, AML, and cybersecurity using multi-agent intelligence

Understand the regulatory evolution of AI in finance (OCC, FinCEN, SEC, CFTC, NYDFS)

Discover how agentic systems are reshaping risk management and compliance monitoring

Deliver hyper-personalized customer experiences through intelligent automation
Accelerate AI-led innovation in insurance - from claims to underwriting and risk analytics

Learn how to build transparent, ethical, and explainable AI systems for financial trust

Explore AI copilots and digital agents transforming front-, middle-, and back-office operations

Address data quality, security, and model integrity in scaled AI environments

Align AI innovation with enterprise cost efficiency and operational agility

Detect and mitigate deepfakes, synthetic identities, and AI-driven fraud

Reimagine autonomous finance — the pathway to self-driving banks and credit unions

Leverage multi-agent collaboration for predictive insights and adaptive decision-making

Anticipate the impact of quantum, neurosymbolic, and hybrid AI models on finance’s next decade

SHOW HIGHLIGHTS

Key highlights of the Agentic AI & Automation in Finance Summit include inspiring keynotes, expert panels on AI-driven transformation and intelligent automation, live demos of breakthrough technologies, and real-world case studies. Attendees will explore strategies to drive efficiency, innovation, and competitive advantage while networking with senior leaders and industry pioneers.

CONTACT US

OUR SERIES SPONSORS

SS&C Blue Prism

Download Agenda 2026

Speak to an expert, request an assesment, demo your solutions.

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