Session

The Next Power Shift: Agentic AI in Global Finance

Explored the shift from traditional machine learning to agentic AI in financial services, focusing on how organizations move from prediction to action. The discussion covered key challenges such as balancing probabilistic AI with deterministic financial systems, ensuring auditability and governance, and redefining the role of humans from operators to supervisors. We also examined systemic risks of autonomous agents and where full automation is realistically achievable by 2027.

Brij Mohan

LPL Financial

Cary, North Carolina, United States

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