Finance Agents Forum
Hosted by the Agentic AI Foundation
Financial agents are moving beyond prototypes, and the production challenges are becoming impossible to ignore.
Autonomous financial systems can now analyze markets, automate workflows, execute transactions, detect fraud, reconcile accounts, and support investment decisions. But production introduces an entirely different set of problems.
A hallucinated recommendation creates financial risk. Poor governance becomes a regulatory issue. Inaccurate data leads to costly decisions. Weak permissions expose sensitive information. Multi-agent workflows become difficult to audit, evaluate, and trust.
Finance Agents Forum is a one-day event for the teams building and deploying AI agents across financial services, fintech, banking, accounting, insurance, treasury, and enterprise finance.
It is designed for engineers, founders, product leaders, quantitative researchers, security teams, compliance leaders, and AI practitioners solving challenges around orchestration, evaluation, governance, observability, security, compliance, reliability, and production deployment.
About the event
Finance Agents Forum focuses on practical lessons from organizations deploying AI agents across banking, capital markets, wealth management, insurance, accounting, fintech, corporate finance, payments, and financial operations.
The goal is to uncover the realities that rarely make it into conference talks: what failed after deployment, where architectural decisions mattered, how teams evaluated agent performance, and what changed once security, compliance, governance, and auditability became production requirements.
Expect practical sessions from leaders building and operating financial AI systems in the real world—with a focus on what worked, what broke, and what teams would do differently next time.
Hosted by the Agentic AI Foundation and brought together by the MLOps Community.
Agenda
9:00 AM – 9:45 AM Registration
9:45 AM – 10:30 AM Opening Keynotes
10:30 AM – 11:00 AM Break
11:00 AM – 12:15 PM Technical Talks
12:15 PM – 2:00 PM Lunch & Expo Hall
2:00 PM – 3:00 PM Hands-On Workshops (Limited Availability)
3:00 PM – 3:20 PM HOT TAKES
3:25 PM – 3:55 PM Lightning Talks
4:00 PM – 4:45 PM Closing Keynote
4:45 PM – 5:30 PM Networking Happy Hour (TBD)
Themes we expect to cover
The program is still being shaped, but the event will focus on the practical challenges teams face as financial agents move into production.
Expected themes include:
Agentic workflows for banking, investing, insurance, and accounting
AI agents for financial operations, treasury, FP&A, and back-office automation
Multi-agent orchestration across complex financial systems
Evaluation and benchmarking beyond demo success
Governance, auditability, explainability, and model risk management
Compliance, security, privacy, and regulatory requirements
Fraud detection, risk analysis, and anomaly monitoring
Observability, debugging, and production monitoring
Human approval workflows and escalation patterns
Architecture decisions across LLMs, financial data sources, retrieval, and tooling
The focus will remain on practical lessons from teams building production-grade financial AI systems — including what worked, what failed, and what changed after launch.
What you’ll leave with
Proven architecture patterns for production financial agents
Better approaches to governance, security, compliance, and auditability
Evaluation frameworks that measure real business outcomes — not just benchmark scores
Lessons from production deployments, including failures, fixes, and tradeoffs
Practical strategies for orchestrating multi-agent financial workflows
A deeper understanding of risk management, observability, and infrastructure decisions
Real-world insights into building trustworthy AI systems for regulated industries
Speakers
Speaker announcements are coming soon!
Imagine being in a full room of the best engineers, each one hyper focused on their craft.
Hands-On Workshops
Masterclasses led by experts building financial AI systems at scale.
Bring your laptop.
Leave with frameworks, code, and practical workflows you can implement immediately.
Networking & Community
250+ AI builders, engineers, founders, researchers, and operators. Great food. Meaningful conversations.
20+ Booths
Featuring teams that are actually building production-grade AI agents. Come chat with engineers directly, one-on-one. Ask questions and get the answers you really want.
Interested in a booth? See our prospectus here!
Or email sponsorships@aaif.io