From Automation to Autonomy: Defining the Future of Finance in Canada

OUR PAST SPONSORS(ATLANTA)

Druid AI
Precisely
SS&C Blue Prism
iBusiness
Mentormate
Tricentis
Denodo Technologies Inc.
GFT USA Inc.

About the show

The Agentic Automation in Finance Summit is part of a highly acclaimed global series originally launched as the DXB Summit (Digital Transformation in Banking Summit). With a strong track record across major financial hubs including New York, Amsterdam, Chicago, Atlanta, Frankfurt and Stockholm. This series has consistently evolved with the industry’s most transformative shifts.


As Canadian financial institutions accelerate investments in Agentic AI, intelligent operations, hyperautomation, AI governance, and modern banking infrastructure, this summit focuses on one critical challenge: how to transform experimentation into enterprise-scale impact.

The agenda is carefully designed around the evolving priorities shaping banks, insurers, payment providers, and financial institutions across Canada and North America.

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

Save the Date: November 04 I 2026
See you in Toronto , Canada

OUR PREVIOUS SPONSORS

Clarity AI
HCLTech
WSD

25+

THOUGHT LEADERS

150+

HIGH PROFILE ATTENDEES

10+

SPONSORS & EXHIBITORS

8+

HOURS OF KNOWLEDGE SHARING

Our Current Speakers

Mattias Forsberg

Executive and Board Advisor in Digital & AI Transformation
Boston Consulting Group

Dr Joanna Michalska

Founder & CEO
Ethica Group LTD

Karl Ove Aarbu

Senior Director| Pricing | Portfolio Managment
Tryg Norge

Vanessa Anderson

Director, Chief Architect Cloud & AI
Microsoft

Barak Chizi

Chief Data and Analytics Officer
KBC Bank & Verzekering

Johannes Erlingsson

Executive Director
Íslandsbanki

Gustav Hagberg

AI Specialist
Finansinspektionen

Martin Clough

Head of Technology Accelerator
Swedbank

Radoslav Jovanovic

Chief Information Security Officer
Nova Banka

James Chalk

Country Director, Google Cloud
Google

Asko Mustonen

Head of Intelligent Automation
If Insurance

Kevin Albrecht

Head of AI
Resurs

Dácil Hernández

Credit Analytics Director
Resurs

John Skov

Head of AI & Change
Nordea

Richard Davies

CEO
Allica

Riaan Dreyer

Principal Consultant & Founder
Phoenix Advisory ehf

Prerit Ahuja

Director, Global AI & data strategy
DNB Carnegie

Ryan Grenier

Managing Director, Product Management Big Data and Advanced Analytics
Commerz bank

Anette Broløs

Director and Co - Founder
Finthropology

Charles Phiri

Executive Director | SME AI/ML Innovation
JP Morgan Chase & Co.

Ula Antonkiewicz-Kotla

Director, Risk Management
Citi

JOIN THE LEADERS SHAPING THE FUTURE OF AI-DRIVEN FINANCE

The most influential leaders across banking, fintech, and financial services come together in Stockholm.
Where the next wave of AI-led transformation and partnerships begins.
FROM AI PILOTS TO AGENTIC BANKING
Scaling AI from experimentation to enterprise-wide execution Autonomous workflows | Multi-agent systems | AI-native operations
AUTONOMOUS FINANCE & INTELLIGENT DECISIONS
Where AI moves beyond copilots toward autonomous execution Decision intelligence | Self-optimizing operations | Intelligent orchestration
THE AI-READY BANKING FOUNDATION
Building infrastructure for scalable and secure autonomous finance Data platforms | Legacy modernization | Cloud | Observabilit
TRUST, RISK & RESPONSIBLE AGENTIC AI
Creating trusted financial systems for the autonomous era Governance | Fraud prevention | Compliance | Explainability
PAYMENTS, CUSTOMER EXPERIENCE & INVISIBLE BANKING
Reimagining financial experiences through intelligent automation Agentic payments | Hyper-personalization | Embedded finance
THE FUTURE OPERATING MODEL FOR FINANCE
Where humans, AI agents, and automation work together AI workforce | Hyperautomation | Enterprise transformation

Welcome to the Next Frontier:
Toronto 2026

Dear Colleagues,
After the strong momentum of our global editions across major cities like New York, Amsterdam, Chicago , Frankfurt, Atlanta and Stockholm - we are excited to bring the next evolution of this series to Canada’s leading financial and innovation hub - Toronto!


As financial institutions progress deeper into their AI transformation journeys, Agentic AI and Automation are becoming the defining drivers of competitive advantage. With the shift from experimentation to adaptive, self-directed systems accelerating, the industry is moving rapidly from intelligent automation toward autonomous decisioning at scale.

Toronto will host this pivotal chapter of our high-impact summit, where senior executives, technology leaders, and innovators will come together to shape the future of applied and agentic intelligence in finance. From enterprise implementations of autonomous workflows and AI copilots to advancements in risk, compliance, operations, and customer experience - this is where strategic vision meets intelligent execution.

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


Be part of this transformation. The future of finance isn’t approaching - it’s autonomous, adaptive, and already unfolding in Toronto. Join us to stay ahead.

- Parry

Why Toronto?

Toronto stands as Canada’s financial and innovation capital - home to a mature banking ecosystem, forward-thinking regulators, and a rapidly expanding AI and automation landscape. With its strong concentration of major banks, fintech leaders, insurers, payments innovators, and technology companies, Toronto offers an ideal environment for advancing conversations around Agentic AI, intelligent automation, and the future of financial services in Canada.

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 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 Automation in Finance and position your organization at the forefront of this transformative industry event.

Pre-Conference Webinar Recap

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

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

This insightful session was held on:
Wednesday | Jan 21 | LinkedIn Live
Timing: 09:00 AM - 10:00 AM ET

We look forward to continuing the conversation at the Agentic Automation in Finance Summit.

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 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



    • Scale Agentic AI from pilots to enterprise-wide banking execution

    • Explore how AI is driving measurable value across Canadian financial services

    • Design autonomous decision systems for lending, risk, and operations

    • Integrate Generative AI and Agentic AI across customer journeys

    • Build AI-ready foundations with trusted data, governance, and control

    • Move from process automation to intelligent workflow orchestration

    • Operationalize Agentic AI safely from experimentation to scale

    • Strengthen fraud detection, compliance, and financial crime prevention

    • Navigate evolving AI governance and regulatory expectations

    • Reimagine risk management through autonomous monitoring and decisioning



  • Deliver hyper-personalized financial experiences through intelligent agents

  • Accelerate AI innovation across banking, insurance, and wealth management

  • Build transparent, explainable, and trusted AI systems

  • Transform front-, middle-, and back-office operations with AI agents

  • Improve operational resilience through AI observability and oversight

  • Align AI investment with productivity, efficiency, and business outcomes

  • Defend against synthetic identities, deepfakes, and AI-enabled fraud

  • Unlock multi-agent collaboration across enterprise financial operations

  • Compete in the race toward autonomous and intelligent finance

  • Shape the future of self-driving financial institutions in Canada


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

  • Explore how AI and automation are delivering measurable ROI across European banking and insurance

  • Design autonomous decisioning systems for lending, risk, and operations

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

  • Build AI-ready foundations with unified data, strong 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 across Europe and global frameworks

  • 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

  • Build transparent, ethical, and explainable AI systems to strengthen financial trust

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

  • Address data quality, security, and model integrity across 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


PAST 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.

OUR SERIES SPONSORS

SS&C Blue Prism
Polyrific
Mentormate
Personetics
Thales

Download Our Core Themes

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

    Terms & Conditions and I give my consent to the collecting and processing of my personal data.

    Our Regular Attendees:

    Kinfos Events (UK) Pvt Ltd. (HQ):
    506 Milton Road,
    Broughton Milton Keynes,
    England MK10 9RJ,
    United Kingdom
    Phone:+44 (0)207 0787651
    Kinfos Events (India) Pvt Ltd.
    No. 3, Ground Floor,
    Unitech Cyberpark, Sector-39,
    Gurgaon -122003,
    Haryana, India

    Newsletter

      Copyright © 2024 Kinfos Events Private Limited with number 07713454, registered office 506 Milton Road, Broughton, Milton Keynes, England, MK10 9RJ