Archives: Agenda

AI agents will not operate in isolation. We explore how institutions prepare for a world of interacting agents across platforms and counterparties

• Coordination between internal and external AI agents
• Data sharing, interoperability and standards
• Risk propagation across interconnected systems
• Governance models for ecosystem-level AI

As AI agents take on more responsibility, we examine how human roles evolve across financial services

• Redefining roles across operations, risk and compliance
• When intervention is required and how it is triggered
• Training and upskilling for an agentic workforce
• Avoiding over-reliance on automation

• Embedding AI into business units
• New organisational structures
• Shifting ownership from IT to the business
• Aligning teams to AI delivery

• Defining success metrics by function
• Separating efficiency from real value creation
• Tracking ROI across portfolios
• What gets stopped and why

• Risk appetite statements for AI
• Board reporting frameworks
• Challenging value and control claims
• What good oversight looks like

• Product innovation vs margin optimisation
• AI in sales, origination and cross sell
• Pricing, personalisation and yield
• Separating real revenue from internal productivity gains