Agentic AI in Financial Services: Former UBS and SAP Group CIO

Friday, July 17, 1:00pm - 2:00pm (EDT)

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Agentic AI in financial services faces a hard gap in 2026: banks run dozens of pilots, yet almost no agents reach production because an agent operating within a regulated institution needs identity, permissions, audit trails, and a human accountable for its actions. This discussion explores where agentic AI currently adds genuine value in financial services and what conditions must be met before granting an agent write access to critical systems.
Key Points:

Why AI agents stall between pilot and production in banks, and why controls rather than model quality decide which agents go live.
The control stack a regulated institution requires before agents can act includes identity verification, permissions, audit trails, and a human responsible for outcomes.
Where agentic AI is already delivering results in financial services, and how leaders can tell real deployments from demos.

Watch Episode 925 with Oliver Bussmann live on Friday, July 17, 2026, at 1:00 PM ET on CXOTalk. Subscribe for key takeaways from every episode and advance notice of live shows.

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Add to Calendar2026/07/17 13:00:002026/07/17 14:00:00America/New_YorkAgentic AI in Financial Services: Former UBS and SAP Group CIOAgentic AI in financial services faces a hard gap in 2026: banks run dozens of pilots, yet almost no agents reach production because an agent operating within a regulated institution needs identity, permissions, audit trails, and a human accountable for its actions. This discussion explores where agentic AI currently adds genuine value in financial services and what conditions must be met before granting an agent write access to critical systems.
Key Points:

Why AI agents stall between pilot and production in banks, and why controls rather than model quality decide which agents go live.
The control stack a regulated institution requires before agents can act includes identity verification, permissions, audit trails, and a human responsible for outcomes.
Where agentic AI is already delivering results in financial services, and how leaders can tell real deployments from demos.

Watch Episode 925 with Oliver Bussmann live on Friday, July 17, 2026, at 1:00 PM ET on CXOTalk. Subscribe for key takeaways from every episode and advance notice of live shows.https://www.cxotalk.com/episode/agentic-ai-in-financial-services-former-ubs-and-sap-group-cioMichael Krigsmanmkrigsman@cxotalk.comfalse30

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Why AI agents stall between pilot and production in banks, and why controls rather than model quality decide which agents go live.
The control stack a regulated institution requires before agents can act includes identity verification, permissions, audit trails, and a human responsible for outcomes.
Where agentic AI is already delivering results in financial services, and how leaders can tell real deployments from demos.

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https://www.cxotalk.com/episode/agentic-ai-in-financial-services-former-ubs-and-sap-group-cio