About the Event
Agentic Automation in Finance – Toronto, Canada
As the financial services industry undergoes a profound transformation, Agentic Automation is leading the way, redefining operations, customer experiences, and innovation across banking, insurance, wealth management, payments, and capital markets.
Building on the success of our previous global editions, we now bring this conversation to Toronto, Canada, one of North America's leading financial and technology hubs. This summit offers a unique platform for senior leaders across Canada's financial sector to explore how agentic AI–driven automation is accelerating efficiency, enabling autonomous decision-making, enhancing personalization, strengthening risk management, and driving sustainable growth, all while navigating evolving regulatory, governance, and ethical frameworks
What is Agentic AI?
Agentic AI refers to advanced artificial intelligence systems capable of autonomously making decisions, orchestrating workflows, and taking goal-driven actions across an organization. Unlike traditional automation or AI that requires human intervention for guidance, agentic AI can assess situations, prioritize tasks, and execute complex processes across multiple systems.
In financial institutions, agentic AI enables banks, and insurers to automate end-to-end operations, enhance risk management, deliver hyper-personalized customer experiences, and drive scalable, compliant, and intelligent decision-making - all while reducing operational friction and accelerating business outcomes.
What is Automation?
Automation refers to the use of technology to perform repetitive, rule-based, or structured tasks without continuous human intervention. When applied strategically, automation enables financial institutions to streamline operations, reduce errors, and improve efficiency across departments such as lending, payments, compliance, and customer service.
Modern automation in banking and insurance goes beyond simple task execution - it includes intelligent process orchestration, integration with AI systems, and adaptive workflows that respond dynamically to changing conditions. This empowers institutions to accelerate decision-making, enhance customer experiences, ensure regulatory compliance, and scale operations while freeing human talent to focus on higher-value strategic work.
Why Agentic Automation in Finance Matter in Financial Services?
In today’s highly competitive and tightly regulated European financial landscape, Agentic AI and Automation are no longer optional-they are strategic imperatives. Together, they enable banks, insurers, and financial institutions to enhance operational agility, deliver hyper-personalized customer experiences, strengthen regulatory compliance, and future-proof their operating models.
- Transforming Operations and Efficiency
- Across Europe, banks, credit institutions, and insurers are leveraging agentic AI and automation to orchestrate complex workflows and autonomously execute high-volume tasks such as payments processing, lending and credit assessments, claims management, fraud detection, AML operations, and data reconciliation. By automating end-to-end processes, institutions reduce operational costs, accelerate turnaround times, and improve accuracy-while enabling teams to focus on strategic, value-adding initiatives.
- Enhancing Customer Experience
- Agentic AI powers intelligent virtual assistants, autonomous financial advisors, and adaptive customer interactions that anticipate needs and deliver hyper-personalized financial solutions. When combined with automated workflows, institutions can offer seamless, real-time, omnichannel services-improving customer engagement and satisfaction while ensuring compliance with GDPR, data privacy standards, and consumer protection regulations across Europe.
- Strengthening Compliance & Risk Management
- Automation and agentic systems support European financial institutions in monitoring transactions in real time, managing AML and KYC obligations, generating regulatory reports, and maintaining audit-ready documentation. Machine learning models proactively identify emerging risks and suspicious activities, while agentic AI enables predictive compliance, assists with regulatory documentation, and supports strategic risk decision-making-ensuring resilience and alignment with evolving EU and regional regulatory frameworks.
- Enhancing Customer Experience
- Agentic AI enables intelligent assistants, autonomous advisory services, and context-aware customer journeys that adapt dynamically to customer behavior and preferences. Integrated with automation, institutions can deliver consistent, personalized experiences across digital and physical channels-while maintaining strong governance, transparency, and strict adherence to European data and consumer regulations.
- Driving Strategic Impact
- By integrating agentic AI with enterprise-wide automation, European financial institutions can scale intelligence across operations, enhance decision quality, and unlock new opportunities for innovation and growth. This approach enables organizations to modernize at scale-while maintaining trust, governance, explainability, and regulatory confidence within the European financial ecosystem.
Sessions at the Canada Summit
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Session 1: Agentic AI in the Wild: Moving from Pilots to Production
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Financial institutions have spent the last two years experimenting with GenAI and AI copilots. The focus is now shifting from proof-of-concepts to real-world deployment. This session explores how banks, insurers and wealth managers are operationalizing Agentic AI, where autonomous decision-making is already delivering value, and what lessons can be learned from early adopters across North America and Europe.
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Session 2: The Autonomous Enterprise: Reinventing Financial Operations Through AI & Intelligent Automation
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The next wave of transformation is not about doing existing processes faster—it is about redesigning how work gets done. This session explores how AI, automation and intelligent orchestration are reshaping operations, enabling financial institutions to create more agile, efficient and scalable operating models.
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Session 3: Trust at Scale: AI Governance, Risk & Compliance in Financial Services
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As AI becomes increasingly embedded into decision-making, trust becomes a strategic priority. Financial institutions must balance innovation with accountability, transparency and regulatory compliance. This session explores how organizations are building governance frameworks that enable responsible and scalable AI adoption.
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Session 4: AI vs AI: Defending Against Fraud, Financial Crime & Cyber Threats
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Fraudsters and cybercriminals are increasingly leveraging AI to launch more sophisticated attacks. Financial institutions must respond with equally intelligent and adaptive defence mechanisms. This session explores how AI is transforming fraud prevention, financial crime detection and cyber resilience.
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Session 5: Building the Foundation for Autonomous Finance: Data, Infrastructure & AI Readiness
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Successful AI initiatives are built on strong foundations. Without trusted data, scalable infrastructure and robust governance, even the most advanced AI strategies struggle to deliver value. This session explores the critical building blocks required to scale AI and automation across the enterprise.
Conclusion
As the Canadian financial sector accelerates toward an Agentic Automation powered future, intelligent, autonomous systems are becoming key enablers of sustainable innovation, operational resilience, and competitive advantage. Across Toronto’s dynamic financial and technology ecosystem, this shift is unlocking new value across operations, customer experience, compliance, risk management, and strategic growth.
Join us in Toronto to connect with senior financial leaders, explore practical use cases, and discover how agentic automation is shaping the next chapter of intelligent, decision-driven finance across Canada.
