About the Event
Agentic AI & Automation in Finance Summit – Atlanta
As the financial services industry undergoes a profound transformation, Agentic AI and Automation are leading the way, redefining operations, customer experiences, and innovation across U.S. banking, insurance, payments, and capital markets.
Building on the success of our previous Chicago summit, we now bring this conversation to Atlanta, a thriving hub of financial and technology innovation. This summit offers a unique platform for senior leaders across the U.S. 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, credit unions, 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 regulated U.S. financial landscape, Agentic AI and Automation are no longer optional - they are strategic imperatives. Together, they enable financial institutions to drive operational agility, deliver hyper-personalized customer experiences, strengthen compliance, and future-proof their operations.
- Transforming Operations and Efficiency
- Banks, credit unions, and insurers are leveraging agentic AI and automation to orchestrate complex workflows and autonomously execute high-volume tasks such as transaction processing, loan origination, claims management, fraud detection, and data reconciliation. By automating end-to-end processes, institutions reduce costs, accelerate turnaround times, and improve accuracy — while freeing teams to focus on high-value strategic work.
- Enhancing Customer Experience
- Agentic AI powers intelligent assistants, autonomous advisors, and adaptive customer interactions that anticipate needs and deliver hyper-personalized financial solutions. Combined with automated workflows, institutions can provide seamless, real-time services across channels, improving engagement and satisfaction while ensuring adherence to data privacy and regulatory standards.
- Strengthening Compliance & Risk Management
- Automation and agentic systems help institutions monitor transactions in real time, generate regulatory reports, and maintain audit-ready trails. Machine learning models proactively identify emerging risks and suspicious activity, while agentic AI supports predictive compliance, drafts documentation, and assists in strategic decision-making - ensuring operations remain resilient and aligned with evolving U.S. regulations.
- Enhancing Customer Experience
- Agentic AI powers intelligent assistants, autonomous advisors, and adaptive customer interactions that anticipate needs and deliver hyper-personalized financial solutions. Combined with automated workflows, institutions can provide seamless, real-time services across channels, improving engagement and satisfaction while ensuring adherence to data privacy and regulatory standards.
- Driving Strategic Impact
- By integrating agentic AI with enterprise automation, financial institutions can scale intelligence across operations, improve decision quality, and unlock new opportunities for innovation, all while maintaining transparency, governance, and trust.By integrating agentic AI with enterprise automation, financial institutions can scale intelligence across operations, improve decision quality, and unlock new opportunities for innovation, all while maintaining transparency, governance, and trust.
Sessions at the Atlanta Summit
- Session 1: From Generative to Agentic: The New Era of Financial Intelligence
- As financial institutions move beyond GenAI pilots toward autonomous, decision-making systems, this session explores how
“Agentic AI” is transforming daily operations. Leaders will share early lessons from deploying AI copilots in areas like
compliance, research, and client service, while discussing what data, governance, and cultural foundations are essential to
scale safely and responsibly.
- Session 2: Intelligent Automation 2.0: Re-Engineering Operations with Agentic Workflows
- Automation in finance is entering a new phase - one defined by adaptive, reasoning agents that coordinate across functions.
This session highlights how banks, insurers, and asset managers are combining RPA, LLMs, and analytics to modernize
processes such as onboarding, settlements, and reconciliations. Attendees will gain insight into measurable efficiency gains
and strategies for integrating GenAI into existing automation frameworks.
- Session 3: Governance, Trust & Risk: Responsible Autonomy in a Regulated World
- As AI agents gain greater autonomy, institutions must ensure transparency, accountability, and control. This discussion
examines evolving regulatory expectations from the OCC, SEC, and Federal Reserve, and explores how leaders are designing
auditability, human oversight, and ethical safeguards into autonomous systems. It’s a must-attend for those shaping AI policy
and compliance in financial enterprises.
- Session 4: Data, Memory & Multimodal Systems: The Infrastructure for Agentic Finance
- Agentic systems rely on context and continuity - yet many financial organizations are still preparing for that shift. This forward
looking session dives into the architectures that enable contextual reasoning: secure data lakes, vector databases,
and multimodal integration across text, voice, and visual inputs. Experts will discuss how to balance scalability, security, and
interoperability to support enterprise-grade agentic deployments.
Conclusion
As the U.S. 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 Atlanta’s thriving financial and technology ecosystem, this transformation is unlocking new value in operations, customer experience, compliance, and strategic growth.
Join us in Atlanta 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.
