AI agents in financial services - Executive briefing
Code: EXEC-001 | Track: non-technical | Duration: 1-1.5 hr
What boards and executive committees need to know about AI that executes actions: capabilities, risk, regulatory exposure and where value is emerging in FS.
Context
Board, ExCo or leadership team. Judge which agentic use cases merit investment and which to decline.
Who it's for
Board, ExCo and leadership
What you'll leave with
- Judge which agentic use cases merit investment and which to decline.
- Ask the right questions of your technology and risk teams.
- Understand accountability under SMCR, SEAR, MAS and equivalents when an agent acts on your firm's behalf.
Prerequisites
- None - we take a 20-minute call with your sponsor beforehand to tailor examples to your firm
Format
- Remote
Agenda
- What changed - from AI that answers to AI that executes actions, and how to separate signal from vendor noise.
- Where value is emerging - adoption patterns across banks, asset managers and insurers, and how to think about build, buy or wait.
- The risk and accountability picture - accountability under SMCR and equivalents, model risk, operational resilience and the questions supervisors are starting to ask.
- Your first 90 days - where to pilot, what to govern first and what to tell the board next quarter.
- Discussion - your firm's exposures, opportunities and next steps.
Session details
- Total time: 1-1.5 hours
- Participants: Board, ExCo or leadership team, up to 12
- Delivery: In person (UK; other locations by arrangement) or remote
- What you leave with: A one-page brief for your board pack distilling key insights