MEETUP · SAN FRANCISCO
AI and Agents in Finance
What stays human when AI agents can do 80% of the work? AI is becoming capable of reading documents, reconciling data, managing customer relationships, performing complex analysis, and movin...
- When
- Wed, Oct 14
5:30 PM to 7:30 PM PT - Where
- San Francisco, CA
- Host
- Workato Community
- Entry
- Free to attend
About this event
What stays human when AI agents can do 80% of the work?
AI is becoming capable of reading documents, reconciling data, managing customer relationships, performing complex analysis, and moving work across financial systems.
So what happens when it can perform 80% of the operational work inside a bank or financial institution?
This isn’t another panel about AI use cases. Leaders across fintech, credit and risk, banking, and AI will share their views on what changes when AI becomes part of the operating model:
- What decisions should never be delegated to an agent? - How should financial institutions govern AI agents, and who is accountable when they get it wrong? - Are today’s systems built for a world where agents, not humans, execute the workflow? - What happens to bank economics when growth no longer requires linear headcount? - Which roles disappear, and which become more valuable? Join us for a candid conversation about the future of agentic AI in finance, and the judgment, trust, relationships, and accountability that may matter more than ever.
Panel 1. Rahul Vemulapally - Senior Director of Product at Circle (previously VP at Oportun) 2. Umesh Rawat - VP of Technology at First Citizen Bank 3. Coming soon
Run of show 5:30 PM: Food and drinks 6:00 PM: Panel (45 min) 6:45 PM: Audience Q&A (15 min) 7:00 PM: Networking 7:30 PM: Close
For: Fintech leaders, founders...
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