AI US - Kinfos Events

KEY THEMES: AGENTIC ROI | AGENT WORKFORCE | TRUST, RISK & GOVERNANCE | AGENTIC CUSTOMER

About the show

Following the success of our Atlanta edition and the strong response from the financial services community, we are returning to Atlanta for the 7th U.S. Edition of the Agentic AI & Automation in Finance Summit.

Building on the momentum of previous editions across major financial hubs, AAF Atlanta 2027 focuses on the next phase of financial transformation where AI moves beyond experimentation and copilots toward agentic systems, autonomous operations and measurable business impact.

The summit brings together senior leaders across banking, insurance, credit unions, fintech and financial services to explore how Agentic AI is reshaping operations, decision-making, workforce models, governance and customer experiences.

The 2027 agenda focuses on five critical areas: proving Agentic AI ROI at scale, redesigning the agent-enabled workforce, governance and accountability, the rise of the agentic customer, and multi-agent enterprise architecture and interoperability.

From pilots to P&L, from human-in-the-loop models to autonomous decision-making, AAF Atlanta is where financial leaders explore what it takes to move Agentic AI from experimentation into real-world enterprise execution.

Venue: A premier 5-star hotel in the heart of Atlanta (to be announced)
Date: March 11, 2027
Location: Atlanta, Georgia, USA

Partner with us

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.

OUR SERIES SPONSORS

25+

THOUGHT LEADERS

150+

HIGH PROFILE ATTENDEES

60+

Leading Companies

2:3

Decision Makers

70%

Buyer Side

OUR PAST SPEAKERS

Alan Chase Smith

AVP- Commercial Underwriting Analytics and Customer Experience

Vijay Potluri

VP of AI Security

Karl Mann

Senior Vice President & Chief Technology Officer

Kojo Inkumsah

Senior Director & SVP Infrastructure & Cloud Services

Chris McCay

Chief Product Officer

Kaushal Vinodchandra Sheth

Chief Technology Officer

Nishank Jain

SVP, Enterprise Payments - Senior Software Engineering

Dr. Shireesh Mishra

Director- Head of Portfolio Analytics, Digital Channel Analytics

Inessa Gerber

Director of Product Management

Lee Assam

Principal Customer Solutions Leader – FinTech (NA)

Satish Shenoy

VP- Global Technology Alliances and AI Strategy

Louis Bode

COO/CIO

Ellen Blackwell

Managing Partner

Chris VanHuysse

BFSI Business Principal

John Ray

Sr. Alliances Architect

Tim McKenzie

Director of Strategic Accounts

Keenan Moukarzel

Head of AI & Data - Consumer Bank

Pamela Fehring

Chief AI Counsel

Patricia Partelow

MD, Payments Competency Leader

Vishal Arora

Head- Generative AI and ML for Payments

Philippe Daoust

Vice President Innovation

Alfredo Castillo

Sr. Applied AI Architect

Banarasi Tippa

Director- Group Functions Legal Technology

Sachin Rana

Director- Emerging Technology and Cloud Security & Global Risk Management

Meera Dugar

VP- Senior Technology Executive

Micheal Binns

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

Alan C Smith

Director - Commercial Underwriting Analytics and Automation

Rekha Pata

VP of Procurement Data Analytics & Technology Strategy

Tianjiao Zhao

Director of Applied AI and Engineering

Rachel Fischer

Chief Risk Officer

Timothy Cebulski

SVP - Data Operations

Nathan Lang

Senior Director of Operations & Intelligent Automation

Pramod Misra

Director of Data Analytics

Ash Kaduskar

Head of Artificial Intelligence

Rajiv Matta

Chief Innovation Officer

Juan Mendez

Director - MASS CorePM

Tushar Chahal

Chief Technology Officer

Eve Psalti

Senior AI Director

Chase Larson

EVP and Chief Lending Officer

VIEW ALL SPEAKERS

JOIN THE LEADERS SHAPING THE FUTURE OF AI-DRIVEN FINANCE

The most influential leaders across banking, fintech, and financial services come together in Atlanta. Where the next wave of AI-led transformation and partnerships begins.

SPEAK AT ATLANTA

PARTNERSHIP OPPORTUNITIES

FROM PILOTS TO P&L : Proving Agentic ROI

Move beyond experimentation to prove measurable, board-ready ROI from Agentic AI across banking, insurance and wealth management.

THE AGENT WORKFORCE: Redesigning Roles & Teams

Explore how AI agents are reshaping roles, teams and operating models and what the future of human-agent collaboration looks like.

TRUST, GOVERNANCE & ACCOUNTABILITY

Examine how institutions can build auditability, explainability and accountability as AI agents move toward autonomous decision-making.

THE AGENTIC CUSTOMER: When AI Does the Shopping

Discover how AI-driven customers will change product design, pricing, purchasing and trust across financial services.

THE MULTI-AGENT ENTERPRISE: Architecture & Interoperability

Explore the architecture, data foundations and interoperability required as multiple AI agents work together across financial ecosystems.

INTELLIGENT OPERATIONS AT SCALE

Where humans, AI agents, and automation work together AI workforce | Hyperautomation | Enterprise transformation

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PARTNERSHIP THAT CREATES OPPORTUNITY

Cheers With Peers

Unwind after a full day of content and reconnect with colleagues, prospects, and industry leaders in a more relaxed networking environment.

Delegate Directory & Messaging

Access the attendee list, identify key contacts, and schedule meetings before, during, and after the event through the networking platform.

Thought Leadership Platforms

Whether through panels, keynotes, or moderated discussions, showcase your expertise and build credibility with the people shaping the future of the industry.

Curated 1:1 Meetings

Pre-scheduled conversations with the people you actually want to meet — helping you maximize your time and build meaningful business relationships.

Executive Roundtables

Join focused discussions with senior banking, payments, fintech, and enterprise leaders tackling the industry's biggest challenges and opportunities.

Peer-to-Peer Exchanges

Connect with professionals facing similar priorities, exchange ideas, and learn directly from peers shaping the future of financial services.

Sponsorship Benefits

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

Partner With the Leaders Shaping Autonomous Finance

Position your brand at the forefront of Atlanta’s AI-driven financial transformation by connecting with senior decision-makers from banks, insurance companies, credit unions, fintechs, financial institutions and technology providers.

As a sponsor, you’ll gain high-impact brand visibility, thought leadership opportunities and direct access to executives shaping the adoption of Agentic AI, intelligent automation and autonomous operations across financial services.

Whether your goal is to generate high-value leads, build strategic partnerships, strengthen market presence or showcase innovative AI solutions, the Agentic Automation in Finance Summit – Atlanta 2027 provides a focused platform to connect with the leaders driving the next era of financial services.

Put your brand at the centre of the Agentic AI conversation in Atlanta.

SPONSORSHIP OPPORTUNITIES

The conversation starts before the summit.

Every edition of the Agentic Automation in Finance Summit is preceded by an exclusive Pre-Summit Webinar, bringing together industry leaders to discuss emerging trends, real-world use cases, and the key topics shaping the conference agenda. These sessions offer early insights, meaningful discussions, and a chance to engage with the community before the summit.

Watch highlights from our previous Atlanta edition and get a preview of the conversations shaping the future of Agentic AI in financial services.

Topics We Cover

From AI pilots to measurable P&L impact and enterprise-scale ROI

Identifying high-value Agentic AI use cases across banking, insurance and financial services

Building the AI-native financial institution and scaling autonomous operations

Redesigning roles, teams and operating models for the agent workforce

Human-in-the-loop: balancing AI autonomy with human oversight

Moving from copilots and automation to production-ready AI agents

Building intelligent workflows that can reason, act and execute

Measuring productivity, efficiency and business value from Agentic AI

Scaling AI agents across existing enterprise systems and workflows

Turning Agentic AI experimentation into real-world deployment

Building trust, governance and accountability into autonomous AI

Auditability, explainability and oversight when agents make decisions

Preparing for the evolving regulatory landscape around AI

The Agentic Customer: when AI acts on behalf of consumers and businesses

Rethinking product design, pricing and customer journeys for AI-driven customers

How financial institutions can build trusted autonomous experiences

The Multi-Agent Enterprise: when AI agents work together across functions

Data foundations, legacy integration and interoperability for agent ecosystems

Managing risk when agents interact across platforms, vendors and institutions

The future of autonomous finance, intelligent operations and AI-driven transformation

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

GFT Technologies

Download our Draft Agenda

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

Welcome to the Next Frontier: Atlanta 2027

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

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