About the Event
Agentic AI & Automation in Finance Summit – Frankfurt
As the financial services industry undergoes a profound transformation, Agentic AI and Automation are leading the way, redefining operations, customer experiences, and innovation across European banking, insurance, payments, and capital markets.
Building on the success of our previous global editions, we now bring this conversation to Frankfurt, the core of Europe’s financial and regulatory landscape. This summit offers a unique platform for senior leaders across the European financial sector to explore how agentic AI–driven automation is accelerating efficiency, enabling autonomous decision-making, enhancing personalization, and driving sustainable growth, all while navigating evolving regulatory 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.
What is Generative AI?
Generative AI (GenAI) refers to AI systems that can create new content - text, images, audio, video-from existing data. Leveraging techniques like deep learning and neural networks, GenAI enables machines to generate outputs that mimic human creativity, reasoning, and contextual understanding. In finance, this unlocks unprecedented potential for content generation, scenario simulation, personalized recommendations, and real-time insights.
Why Agentic AI & Automation 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 Frankfurt Summit
- Session 1: Beyond GenAI: Building Enterprise-Ready Agentic AI Across European Finance
- After the first wave of GenAI experimentation, financial institutions are now investing in scalable, secure, and
governed AI capabilities. This session explores the enterprise foundations required to adopt agentic systems
responsibly-covering strategic roadmaps, trust and risk frameworks, automation opportunities, and what
financial firms need from technology partners to turn pilots into production-grade outcomes. Sponsors benefit
because the conversation spans platforms, infrastructure, security, orchestration, and enterprise adoption.
- Session 2: Transforming Operations: Intelligent Automation, Reasoning Systems & End-to-End Workflow
Acceleration
- European banks, insurers, and asset managers are rapidly modernising operations by combining intelligent
automation, workflow orchestration, and AI-powered reasoning. This session showcases where institutions are
investing-from customer onboarding and servicing to risk reviews, compliance processes, and claims
management. It highlights the evolving role of automation platforms, decision engines, process intelligence, and
secure access tools in delivering measurable efficiency and quality gains.
- Session 3: Responsible AI in Practice: Governance, Control, and Compliance Under the EU AI Act
- As financial institutions adopt more advanced AI systems, governance, transparency, and control become
mission-critical. This session examines how firms are operationalising the EU AI Act-implementing model
governance, data quality frameworks, identity and access controls, audit readiness, monitoring capabilities, and
human oversight structures. Sponsors gain visibility because the conversation naturally aligns with data
governance, identity security, compliance automation, monitoring tools, and enterprise risk technologies.
- Session 4: Enabling Scalable AI: Data, Infrastructure & Memory Systems for Context-Aware Automation
- To fully leverage agentic AI, financial firms are investing heavily in modern data architecture, scalable
infrastructure, and secure, high-performance environments. This session explores how institutions are building
the technical backbone for AI at scale-including cloud and hybrid environments, data governance, retrieval and
context systems, performance optimisation, privacy-preserving design, and platform interoperability. Ideal for
sponsors in cloud, infrastructure, data platforms, storage, observability, and automation ecosystems.
- Session 5: Agentic Payments & the Autonomous Transaction Layer
- AI is moving from supporting payments to initiating them. Agentic payments enable autonomous, real-time money
movement but also introduce new challenges around trust, liability, explainability, and fraud. This session brings
together banks, regulators, PSPs, and innovators to define how Europe can build safe, compliant, and
interoperable agent-driven payment systems as AI becomes an independent actor in transactions.
Conclusion
As the European financial sector advances toward an AI and automation powered future, Agentic AI and Automation are key enablers of sustainable innovation, operational resilience, and competitive advantage. Across Frankfurt’s thriving financial and technology ecosystem, this transformation is unlocking new value in operations, customer experience, compliance, and strategic growth.
Join us in Frankfurt to connect with senior financial leaders, explore actionable strategies, and discover how agentic AI and automation are shaping the next chapter of intelligent, autonomous finance.
