August 13 Financial Services Focus: GenAI, Agentic AI, Security, Data Analytics

Join industry leaders from AWS, Microsoft, Google, BMC Helix and Tactical Edge for a comprehensive exploration of how cutting-edge AI technologies and constantly evolving CyberSecurity risks are reshaping the financial services industry. Perfect for CTO, CIO, CISO, AI Engineers, Enterprise Architects, Data Scientists, Security Director, Developers and technology decision-makers looking to stay ahead of the AI transformation curve, who work in Banking, Wealth and Asset Management, Private Equity, Hedge Funds, Venture Capital, Insurance, Payments, Fintech and related fields.

Angelbeat provides a unique opportunity to directly interact with, ask questions to, plus learn from, the world’s leading Cloud/AI firms, in one focused program.

These expert-led sessions will dive deep into the latest developments in Generative AI and Agentic AI systems, examining how intelligent agents are revolutionizing automated decision-making and task execution. With cyber threats evolving faster than ever - driven by artificial intelligence, automation, and the growing sophistication of threat actors, hackers and cybercriminals - learn how organizations can defend against today’s most pressing threats: Deepfakes, Malware, Ransomware and AI-powered Zero Day Attacks. Gain insights into how the concept of “Responsible AI” can be deployed within your Organization.

There will be highly-relevant content on adapting your AI/Cloud/Network Infrastructure to support growing usage of Crypto and Blockchain platforms, especially Stablecoins.

The speakers are listed below. Click on the name to view their Linkedin profile. CPE credit hours are provided.

The webinar starts at 11 am ET and continues until 1 pm ET, for two hours.

11 am ET Ron Gerber, CEO Angelbeat

Event Overview, Custom AI Workshops

Ron’s summarizes the day’s agenda and describes how Angelbeat can organize private/custom AI workshops for your organization. Click here to watch Gerber’s Videoblog/Podcast the_angel_beat about Top AI Issues in 2025.

Justin De Castri, Head of Cloud Engineering, Financial Services Payments & Fintech Ecosystem, Google

Agentic Commerce

Agentic commerce isn't just about automated purchases; it's a transformative force that can redefine the consumer-retailer dynamic. We will explore how rapid advancements in AI and Cloud technologies are laying the groundwork for this groundbreaking new economy.

Madhav Sathe, Cloud/AI Customer Engineer Financial Services, Google

GeminiCLI - Your Agentic Pair Programmer with Generous Free Tier

Ever wondered what it's like to build an application with AI that's more than just a chatbot? This session takes you on a journey with newly launched GeminiCLI, your agentic polyglot pair programmer. It offers a generous free tier that comes with a massive 1 million token context window using Gemini 2.5 pro. Through a live, end-to-end demo, we will build a Spring Boot application from scratch, implement OAuth2 for security, set up a CI/CD pipeline using Cloud Build, and deploy it to a GKE cluster. Learn how this powerful tool handles the heavy lifting, allowing developers to focus on adding differentiated business value. 

Jon Stevens-Hall, Principal Solution Marketing Manager, BMC Helix

Balancing Innovation and Compliance in the Age of Digital Disruption

Facing unprecedented competition from digital upstarts, established banks and financial services enterprises are also under growing scrutiny from global regulators.  In this talk we will explore how AIOps, dynamic service modeling, and intelligent automation are helping large financial institutions to navigate their IT complexity, providing a platform for rapid competitive innovation, while also elevating their digital operational resilience to the levels now demanded by governments.

Kapil Dhanger, Director and Cloud, Data, AI Solutions Architect, Microsoft

Transforming Financial Services with GenAI: Agents, Reasoning, and Real-World Impact

Kapil will introduce key enabling technologies—such as multi-agent orchestration and Azure AI Foundry—followed by practical case studies. These include AI agent integration for lead generation in insurance broker platforms, product and system interoperability, compliance automation, and dynamic risk assessment in banking. He'll explore how financial institutions are leveraging Generative AI, Agentic AI systems, and Model Control Protocol (MCP) to power intelligent automation, personalized customer experiences, and real-time decision-making.

Aruun Kumar, Senior Cloud Application Architect, AWS

Avichal Chum, Senior Solutions Architect, AWS

Reinventing the future of financial services with AWS

Financial service firms have been rapidly evolving in the era of Generative AI. Traditional processes are being challenged as customers look to innovate faster by leveraging Agentic systems. AWS has been a pioneer in digital transformation for financial services, enabling customers optimize operations and push the boundaries of innovation with the broadest set of services and partner solutions – all while maintaining security, compliance, and resilience at scale. Join AI leaders from AWS, Aruun and Avichal as they explore how Financial Service firms are using AWS to build scalable & flexible Generative AI systems. Through real-world examples, discover how financial institutions are leveraging AWS’s comprehensive suite of AI services to build sophisticated AI agents and automated workflows that go beyond basic chat bots to create truly intelligent, secure, and compliant AI systems at scale. They will also go over the crucial aspects of compliance and security of AI systems

Balaji Iyer, CEO, Tactical Edge

Multi-Agentic AI Orchestration for Secure, Compliant, and Adaptive Financial Services

In the world of financial services, innovation must move fast with compliance, security, and resilience, which are non-negotiable. Traditional, hard-coded integrations slow transformation and increase risk. Connectory changes that by enabling agentic orchestration that dynamically builds and deploys specialized multi-system agents, tailored for critical FinServ workflows.

These adaptive agents:

  • Streamline KYC (Know Your Customer) / AML (Anti-Money Laundering) by automating multi-system data gathering, verification, and risk scoring, cutting days of manual work to minutes

  • Accelerate compliance reporting by pulling, normalizing, and validating data across trading, payments, and insurance platforms, reducing audit prep from weeks to hours

  • Automate fraud detection workflows by learning and adapting to emerging fraud patterns, linking disparate systems for faster interdiction and case resolution

  • Optimize claims and loan processing by orchestrating data retrieval, eligibility checks, and document verification across multiple internal and external APIs

  • Maintain audit-ready logs and enforce security controls at every integration point, ensuring end-to-end compliance with evolving regulations while reducing human error

With Connectory, financial institutions can confidently adopt Agentic AI for fraud detection, compliance automation, customer personalization, and real-time decision-making, at the speed of market change, without sacrificing trust or control.