AGENTIC AI FOR FINANCIAL SERVICES

Enterprise strategies for agentic AI adoption in 2026 and beyond

This FinTech Futures panel discussion provides actionable insights, strategic frameworks, and real-world case studies to help you confidently lead your organization's agentic AI transformation.

 

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Enterprise strategies for agentic AI adoption in 2026 and beyond

Navigating the agentic AI landscape in financial services

As artificial intelligence evolves beyond chat interactions and simple automation to autonomous decision-making agents, banks, investment firms, wealth managers, and private equity firms face unprecedented opportunities—and challenges—in scaling these technologies enterprise-wide.

Key takeaways from this webinar

bot-vs-agent-v2

Distinguish agentic AI from traditional AI applications, with real-world examples relevant to financial services

collections

Best practices for preparing and organizing your institutional knowledge, documents, and data to maximize AI effectiveness.

forecast

Proven methodologies for moving beyond experiments to enterprise-grade applications, and the pitfalls to avoid.

prepare-content

Practical approaches to address stakeholder concerns, manage cultural transitions, and ensure successful adoption across diverse teams.

Meet the speakers

Michael Finkelstein

Michael Finkelstein
Director of Strategic Initiatives & Operations
Mercury Financial
Linkedin

Michael is a senior operator and transformation leader with over 20 years of experience driving strategic initiatives, operational scalability, and governance across financial services and technology organizations. Michael’s perspective on AI comes from the operator’s side, not as a technologist, but as a FinTech leader who understands how transformation actually lands. He focuses on translating AI vision into practical adoption, compliance confidence, and measurable ROI. His career includes leadership roles at a FinTech lender Mercury Financial, Chubb Insurance, and Fortune 100 firms where he built governance frameworks, led merger integration, and delivered large-scale transformation outcomes. He holds an MBA from NYU’s Stern School of Business and a B.S. in Economics from The Wharton School, University of Pennsylvania.
Mark W. Totten First Eagle

Mark W. Totten
Director, U.S. Wealth Solutions
First Eagle Investments
Linkedin

Mark focuses on advancing the firm’s engagement with financial advisors and wealth management platforms across the United States. A member of First Eagle’s AI Innovation Council, Mark helps guide the firm’s exploration and integration of emerging technologies to enhance client experience and operational efficiency. Mark joined First Eagle in 2015 and brings more than 17 years of investment industry experience, including prior roles at BlackRock and Wells Fargo, with a concentration on the U.S. wealth market. Mark earned his undergraduate degree from James Madison University and recently completed the Executive Education Program at Columbia Business School.
Tim Hood, Vertesia

Tim Hood
SVP of EMEA
Vertesia
Linkedin

Tim guides clients through the adoption of next-generation enterprise software solutions. With over two decades of leadership across Hyland Software, Kofax and other global providers, Tim has a proven track record of helping organizations simplify complexity and build long-term digital strategies. His expertise spans content services, process automation, and AI-driven platforms, always with a focus on practical and measurable outcomes. Tim is known for fostering trusted partnerships, listening to customer needs, and ensuring technology delivers measurable value. He combines strategic insight with a collaborative approach, supporting clients as they navigate change with confidence.