aiLights - AI’s New Role in Finance: From Legacy Systems to Intelligent Decisions
The financial sector is at a pivotal crossroads. While AI adoption is accelerating, the gap between experimentation and controlled, production-grade deployment remains significant — particularly in regulated environments and complex wealth structures.
This session brings together two applied perspectives on agentic AI in financial systems: regulatory-grade workflow automation and institutional wealth intelligence.
Rather than focusing on speculative AI futures, the discussion centers on systems that work today; deterministically guided workflows, transparent controls, human-in-the-loop governance, and scalable deployment frameworks.
Together, these complementary use cases span regulatory compliance, credit monitoring, deal flow intelligence, and investment decision support, demonstrating how AI can enhance control, speed, and institutional rigor without compromising oversight.
1. Covenant Monitoring & Credit Document Evaluation – Central Bank Use Case
Speaker:
Robert Paulak, Sr. Managing Consultant, Senacor Technologies
A deterministically guided agentic workflow for evaluating credit monitoring documents such as financial statements.
The session covers:
Document classification and structured attribute extraction
Financial ratio calculation and rule-based plausibility checks
Transparent workflow control with restricted LLM components
Human-in-the-loop compliance checkpoints
A scalable blueprint for AI-supported regulatory processes
Focus: Controlled AI deployment in highly regulated environments.
2. AI-Powered Deal Flow Intelligence – Family Office Use Case
Speaker: Sasi Reddy, Founder & CEO, Finthos
A deterministically guided agentic workflow designed to structure and prioritize inbound and proprietary investment opportunities across private and public markets.
The session covers:
Automated opportunity classification and enrichment
Risk flagging and portfolio exposure mapping
Transparent scoring frameworks with governance checkpoints
Human-in-the-loop investment committee oversight
Reducing decision latency while maintaining institutional control
Focus: Bringing institutional-grade intelligence to private wealth and family office investment workflows.
What You’ll Learn
How agentic AI can be deployed safely in regulated financial systems
Where deterministic workflows outperform fully autonomous AI
How governance and human oversight remain central to AI adoption
Practical deployment patterns in central banking and private wealth
What scalable, production-ready AI in finance actually looks like today
In just 45 minutes, you'll leave with a clearer picture of what AI adoption really looks like in banking, finance, and wealth industries and where it’s all headed next.
📅 Date & Time: 18.03.2026, 12:00-12:45
⏱️ Duration: 45 minutes (incl. Q&A)
🌐 Language: English
🗣️ Format: Presentation
📍 Location: Online (Zoom + YouTube Livestream)
👥 Audience: Finance, wealth & investment professionals; AI & digital transformation leaders; risk & compliance experts; enterprise technology practitioners.
Turn on the lights! 💡
🔗 Find more information on aiLights here: https://ailights.org/