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August 19, 2026

Agentic AI In Finance

Summit

Join this summit to see how engineers are solving the evals, audit trails and orchestration problems stalling agentic AI in finance.

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Master reliability at scale

The teams shipping fastest are solving evals, audit trails, and retrieval on messy financial data early, before those problems stall the project in production.

Hear from engineers who've already learned the hard way what does and doesn't work.

→ Evals for non-deterministic systems: Move beyond pass/fail tests to trajectory evaluation and monitoring that catches silent degradation before your risk team does.

→ Multi-agent coordination in regulated environments: Get the blueprint for structuring agent hierarchies, handling tool-call failures, and building memory layers that don't leak context across sessions.

→ Audit trails for regulated environments: Build traceable, explainable decision pipelines that hold up when your risk and compliance teams come asking how the agent got there.

Secure your free pass for live and OnDemand access to expert-led discussions, live Q&As, and actionable insights you can actually use on Monday morning.

San Francisco
September 4 - 5, 2024

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Our Stats

12+

Speakers

800+

Attendees

8+

Sessions

$0

Cost to attend

Meet our

Speakers...

Arjun
Dussa
Lead Data Scientist
Mastercard
Ashwin
Naidu
Lead Data Scientist
Deutsche Bank
Vanchhit
Khare
Solutions Developer
M&T Bank
Ralph
Lozano
Director Data Scientist
JPMorganChase
Chhayank
Jain
Senior Machine Learning Engineer
Visa
Suprasanna
Addanki
Solutions Architect - Data Engineering & AI
Scotiabank
Ashish
Bansal
Principal ML Research Engineer
Vanguard
Rajesh
Mavi
Technology Lead
Bank of America
André
Kerr
Director, Applied AI Lab
American Express
Rajat
Mehta
Senior Principal Engineer
Morgan Stanley
Prachi
G.
Assistant Vice President
Deutsche Bank
Abhishek
Anand
Senior Data Scientist
PayPal
Sachin
Patidar
Senior Software Engineer
Mastercard
Ali
Ulusan
VP, Product and AI
JPMorganChase

Explore the

agenda

The event will kick off at 6am PDT | 9am EDT | 2pm BST.

Timings listed here are in EDT.

Agentic AI In Finance Summit
August 19
August 19
August 19
09:00
Agentic AI In Finance Summit
The production gap: What actually changes when agentic AI moves from pilot to live financial workflows
Ashwin Naidu, Lead Data Scientist, Deutsche Bank
09:45
Agentic AI In Finance Summit
Panel | Taming financial data: Multi-agent architectures for market intelligence and risk analysis
Ralph Lozano, Director Data Scientist, JPMorganChase
Suprasanna Addanki, Solutions Architect - Data Engineering & AI, Scotiabank
Ashish Bansal, Principal ML Research Engineer, Vanguard
Abhishek Anand, Senior Data Scientist, PayPal
10:45
Agentic AI In Finance Summit
You can't unit test an agent: Building eval frameworks for agentic AI in financial services
Chhayank Jain, Senior Machine Learning Engineer, Visa
11:30
Agentic AI In Finance Summit
Architecting Long horizon self healing agentic ai systems for Institutional Finance
Rajat Mehta, Senior Principal Engineer, Morgan Stanley
12:15
Agentic AI In Finance Summit
Panel | Eval in the wild: What actually breaks when you test agentic AI on real financial data
André Kerr, Director, Applied AI Lab, American Express
Rajesh Mavi, Technology Lead, Bank of America
Sachin Patidar, Senior Software Engineer, Mastercard
Ali Ulusan, VP, Product and AI, JPMorganChase
13:15
Agentic AI In Finance Summit
When agents fail: Orchestration patterns and fallback strategies for production financial pipelines
Prachi G., Assistant Vice President, Deutsche Bank
13:30
Agentic AI In Finance Summit
Beyond rules engines: How multi-agent systems are reshaping credit, fraud and compliance decisioning
14:15
Agentic AI In Finance Summit
Least privilege for agents: Access control and security for agentic AI in finance
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August 19, 2026

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Ditch the workarounds

See exactly how financial services teams are replacing prototype hacks with evals, guardrails, and audit trails that hold up under regulatory scrutiny, not just demo day.

Pressure test your stack

Rethink agent orchestration, retrieval, and observability for messy financial data alongside peers building and breaking these systems inside banks and payment platforms right now.

Challenge your assumptions

Connect with engineers, ML leads and architects shipping agentic AI inside regulated finance, and swap notes on what actually survives contact with risk and compliance.

August 19, 2026

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Commit to a AIAI Pro membership and unlock over 500+ hours of OnDemand content.

That’s right, you’ll have access to every session from every AIAI summit ever.

Dive in to our enourmous content library featuring the best speakers from around the world

Discover the content you need as you need it - just in time learning at your fingertips

Catch up anywhere, anytime, and never miss a summit again

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Download media guide

August 19, 2026

Watch every summit

OnDemand

Commit to a AIAI Pro membership and unlock over 500+ hours of OnDemand content.

That’s right, you’ll have access to every session from every AIAI summit ever.

Dive in to our enourmous content library featuring the best speakers from around the world

Discover the content you need as you need it - just in time learning at your fingertips

Catch up anywhere, anytime, and never miss a summit again

Sponsor

Subscribe to Pro

Download media guide

FAQS

Will sessions be recorded?

All sessions will be recorded and available to watch OnDemand after the event for all registered attendees, subject to speaker approval.


How do I join live sessions?

You will receive a unique joining link the day before the summit. Simply follow the link in your email to access the event.

What time will the live sessions begin?

The event will kick off at 6am PDT | 9am EDT | 2pm BST

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