Agentic AI in Banking and Finance

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Artificial Intelligence in Banking And Finance

david perron

6 episodes

1 week ago

This podcast is in Million Podcasts' Top 20 AI in Banking! In a world where AI is revolutionizing finance, this podcast demystifies artificial intelligence's transformative impact on banking and corporate finance. Designed for banking executives, finance professionals and corporate treasurers, this series explores how AI reshapes decision-making through insightful analysis and case studies, bridging cutting-edge solutions with practical implementation. David Perron is a finance executive with over twenty years of expertise in trade finance, working capital management, and corporate banking

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Agentic AI in Banking and Finance

Artificial Intelligence in Banking And Finance

16 minutes 28 seconds

1 month ago

Agentic AI in Banking and Finance

Agentic AI in Banking and Finance: The Future is Now | Professional Insights for Financial Leaders

Discover how agentic artificial intelligence is transforming financial operations—from trading floors to treasury departments. In this 16-minute deep dive, we explore the cutting-edge technology that's revolutionizing our industry.

What You'll Learn:

The 3 core architectures of agentic AI (Planner-Executor-Reviewer, Multi-Agent Societies, Finite-State Graphs)

Real-world applications in trading, treasury operations, and compliance (KYC/AML)

Critical insights from NBER, BIS, and FSB research on AI risks and opportunities

Regulatory frameworks: EU AI Act, SEC guidelines, NIST AI RMF, and BoE SS1/23

A 6-step roadmap to deploy agentic AI in your financial institution

Security best practices: OWASP Top 10 for LLMs and model risk governance

Key Technologies Covered:

AutoGen (Microsoft), LangGraph, CrewAI, Model Context Protocol (MCP)

Whether you're a CFO, risk manager, compliance officer, or fintech innovator, this podcast provides the strategic insights and practical frameworks you need to harness AI responsibly and effectively.

The future of finance is collaborative—a partnership between human expertise and artificial intelligence. Are you ready to build it?

Subscribe for more insights at the intersection of technology and finance.

#AgenticAI #FinTech #FinancialOperations #AIinFinance #RegulatoryCompliance #TreasuryManagement #FinancialInnovation #MachineLearning #AIGovernance #FutureOfFinance