Delivering on Agentic AI's Potential in Financial Services
Join 300+ banking and insurance executives for a day of high-impact conversations on AI adoption, informed by data from the Evident AI Index.
Featuring Genesis CEO Matt Glickman
How do financial institutions move from AI pilots to production systems that deliver measurable business value? What capabilities separate successful implementations from failed experiments? What best practices have emerged from early adopters?
How can financial services firms develop agents to add real value?
Agentic AI promises substantial financial gain, but unlocking that value requires operational and technical transformation.
Where are agentic systems already demonstrating value-adding capabilities? What opportunities emerge as new technical approaches mature? And what lessons have financial institutions learned about best practices for successful agent development? Agentic AI promises substantial financial gain, but unlocking that value requires operational and technical transformation.
Moderated by
Edward J. Achtner
Vice President, Head of Applied AI
Matt Glickman
CEO & Co-founder
Symposium Sponsor
Leigh-Ann Russell
Chief Information Officer
Gabriel Stengel
CEO & Co-founder
Manuela Veloso
Head of AI Research
WHAT GENESIS DOES
Agentic AI for Data Engineering
Built by Enterprise Data Engineers, for Enterprise Data Teams
Genesis deploys AI agents that automate your complete data pipeline lifecycle — from ingestion & mapping through testing & monitoring — operating natively within your Snowflake, Databricks, or dbt environment. No parallel infrastructure. No proprietary control plane. Pure acceleration with enterprise governance built in.
Align
Agents reconcile and harmonize data across disparate sources, maintaining reference data crosswalks for LEI, ISIN & CUSIP — eliminating downstream pricing & risk calculation errors.
Produce
Agents construct pipelines, generate comprehensive test suites & maintain documentation automatically — compressing development cycles from quarters to days.
Deliver
Agents continuously monitor production systems, identify anomalies early & generate targeted remediation — enabling teams to meet deadlines without emergency interventions.
PROOF OF CONCEPT
PRODUCTION
Measured Impact at Scale
As a digital-first bank, our mission is to make banking better for everyday consumers and small businesses. Leveraging Genesis Data Agents, GXS reduced our data development cycle from what historically took months to mere hours —enabling us to bring products to market substantially faster.
Harikrishnan Raguraman
Head of Enterprise Technology
WHY GENESIS
Built by Enterprise Data Engineers
100+ Years
Combined Enterprise Data Engineering
Enterprise Expertise Encoded as Agentic Intelligence
Genesis founders architected production data systems at Goldman Sachs and Snowflake —navigating regulatory deadlines, resolving data integrity issues, managing compliance frameworks, and eliminating engineering bottlenecks at global scale.
That 100+ years of combined experience issystematically encoded into Genesis agents through specialized blueprints, behavioral models, and compliance guardrails that understand your infrastructure, operational constraints, and regulatory requirements.
This represents purpose-built data engineering expertise — not generic AI — that accelerates your existing data platforms while maintaining enterprise-grade reliability and governance.
Matt Glickman
CEO, Co-Founder 25 Years Goldman Sachs, Former Snowflake