Exploring the Future of Agentic AI in Financial Services at Money20/20
Exploring the Future of Agentic AI in Financial Services at Money20/20
The upcoming Money20/20 USA is set to be a significant event in the financial services landscape, particularly regarding the integration of Agentic AI into various operational strategies. Scheduled for October 27, 2025, at The Venetian Hotel in Las Vegas, this session titled "An AI CFO in Everyone's Pocket" promises to delve into the revolutionary potential of AI-powered solutions in the finance sector.
Key Insights from Industry Leaders
With industry veterans like Steve Mugford from Persado and Raj Date from Fenway Summer leading the discussion, attendees can expect to gain invaluable insights into how Agentic AI is reshaping financial operations. Mugford, who has extensive experience as the former EVP and Head of Strategy at Capital One, will share his expertise on leveraging AI for marketing and compliance, emphasizing its role in enhancing product strategies and customer engagement. Together with Date, who previously served as the Deputy Director of the U.S. Consumer Financial Protection Bureau, they will address the challenges financial institutions face in this rapidly evolving landscape.
Challenges and Considerations
During their session, the speakers will tackle key questions concerning the advent of personal financial management through AI:
- - What transformations will occur when every consumer has a dedicated agentic CFO at their fingertips?
- - How must financial entities adapt their product and pricing strategies in response to shifting profit pools and balance sheets?
- - What impact will accelerated market dynamics have on traditional marketing methodologies, especially when targeting both consumers and their AI counterparts?
- - Are compliance teams equipped to navigate the evolving regulatory landscape as AI takes on more prominent roles?
The Role of Persado in the Evolution of Marketing AI
Persado, a trailblazer in AI-driven content performance solutions, will showcase how its innovations are paving the way for scalable marketing compliance and customer engagement. Their technology addresses the critical need for personalized messaging that not only resonates with users but also adheres to the strict regulations governing the financial industry. With a proven record of aiding top U.S. banks and various retail sectors in generating high-quality, compliant content quickly, Persado exemplifies how AI can support businesses in achieving their objectives seamlessly.
Conclusion
The session at Money20/20 serves as a critical platform for financial leaders, media representatives, and analysts to explore the vast potential of AI in transforming financial services. By engaging with experts who are at the forefront of this technological shift, participants will gain essential knowledge to guide their institutions in navigating the complexities brought on by Agentic AI. For those attending the conference, this discussion will be an opportunity not to be missed, as it promises to shed light on how the future of personal finance and marketing will be shaped by intelligent technological integration.
For more information about Persado's role in this transformation and to connect with their team, attendees can visit their Financial Services page or inquire at the event. Likewise, inquiries regarding Fenway Summer's insights and partnerships will also be welcome during this pivotal moment in the financial landscape.
Topics Business Technology）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.