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From Generative to Agentic AI in Financial Services

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How Banking, Insurance & Wealth organisations are moving from experimentation to execution.


The Third Major Shift is Here

We are entering the Agentic Era. While Generative AI showed us the power of creating content and summarising text, the industry is now ready for the next step: Agentic AI.


It is no longer just about answering questions—it is about orchestrating complex workflows to deliver measurable business outcomes.


Why Attend? Join us for this exclusive session as we explore how leading Banking, Insurance & Wealth organisations are moving from isolated pilots to enterprise-scale results. We will discuss the "Evolve Mindset" and how to build a composable architecture that balances innovation with strict governance.


What You Will Learn:

- Strategic frameworks to scale AI responsibly and effectively

- Practical use cases from the front lines of financial transformation

- Real-World Impact: How RBC Wealth Management reduced meeting prep time from 1 hour to under a minute

- The Agentic Layer: How to introduce autonomous agents on top of your existing platforms

Featured Speakers

Robert Whitaker
Salesforce

Robert Whitaker

CIO, Industry Go To Market
Salesforce
Maddi Deans
Salesforce

Maddi Deans

Financial Services Industry Advisor and Solution Engineer
Salesforce
Andrew Foster
Salesforce

Andrew Foster

Strategic Solution Engineer - Financial Services
Salesforce