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Moving from hype to impact: Preparing for an agentic future

Agentic AI is poised to radically transform financial services. From customer support bots that anticipate needs to autonomous financial advisors, the rise of agentic capabilities will reshape how value is created and how risks are managed. Many institutions are experimenting with agentic AI in innovation labs and pilots, exploring use cases from AI-powered financial planning to KYC automation. Yet most remain at an early stage, with limited integration into core operations, highlighting the gap between promise and impact. Closing this gap requires not only technical progress, but also robust governance frameworks, shared standards, and supervisory clarity that can scale across the industry.​

This roundtable convenes senior leaders across financial institutions, regulators, and fintechs to explore how the sector can prepare for responsible adoption of agentic AI. While the potential benefits are significant, so too are the challenges: establishing transparent standards for safety and accountability, building governance structures that evolve with technology, and aligning supervisory expectations to mitigate new risks. The session will chart pathways for moving beyond experimentation towards standards-driven, governed, and trusted deployment of agentic AI in financial services.

Speakers

Bojan Obradovic

Bojan Obradovic

Group Head of Innovation & Digital Partnerships, HSBC

Christopher Young

Christopher Young

Senior Director, Global Industry Strategy, Adobe

Celine Le Cotonnec

Celine Le Cotonnec

Chief Data Innovation Officer, Managing Director, Bank of Singapore

Dr. Gernot Klein

Dr. Gernot Klein

Global Group Head of Data & AI, Zuhlke

InJun Kim

InJun Kim

Agentic AI Leader, Financial Service Industry, Microsoft Asia HQ in Singapore

Moderator

Gabriel Lee

Gabriel Lee

Head of Customer Success, Global Finance & Technology Network (GFTN)

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