Agentic AI in Financial Services: Confronting the Execution Gap

Sponsored by Genesys
Thursday 12th February 2026
1 Lombard Street, 1 Lombard St, London EC3V 9AA

Financial institutions are under mounting pressure to meet rising customer expectations while operating within complex regulatory, data, and legacy constraints. Many have invested heavily in AI, yet most continue to operate with fragmented data, inconsistent processes, and stalled pilots that fail to reach enterprise scale. This FStech roundtable event sponsored by Genesys will examine how agentic AI is reshaping customer journeys and what it takes to move from aspiration to operational reality.

Participants will explore the root causes of transformation friction, from data immaturity and disconnected identity systems to governance complexity and cultural resistance. The discussion will draw on real-world experiences, including lessons from institutions that have modernised their data foundations, embedded cross-functional governance, and shifted from isolated automation to intelligent orchestration across channels.

The session will provide a candid opportunity for senior leaders to compare challenges, stress-test assumptions, and consider practical steps for enabling autonomous, outcome-focused customer interactions without compromising auditability or trust. The aim is to equip financial services decision makers with clearer pathways for scaling AI safely, effectively, and with measurable impact.

Topics for discussion:

• Where are the most significant disconnects between AI ambition and the operational realities inside your organisation today?
• Which aspects of customer care present the strongest opportunities for agentic AI to improve resoltuion quality, reduce friction, or restore customer trust - and what is blocking progress?
• How confident are you in your governance and oversight model for AI systems that make contextual decisions across regulated journeys?
• How are you preparing your workforce for intelligent collaboration between human and digital agents, including changes to skills, roles, and decision boundaries?

Timings for the evening:

18:00 – 19:00         Welcome and refreshments
19:00 – 20:00         Introduction to fellow guests and roundtable discussion
20:00 onwards      Complimentary three-course dinner

REGISTER NOW!