AI and Agents in Finance

What stays human when AI agents can do 80% of the work?

AI is becoming capable of reading documents, reconciling data, managing customer relationships, performing complex analysis, and moving work across financial systems.

So what happens when it can perform 80% of the operational work inside a bank or financial institution?

This isn’t another panel about AI use cases. Leaders across fintech, credit and risk, banking, and AI will share their views on what changes when AI becomes part of the operating model:

• What decisions should never be delegated to an agent?

• How should financial institutions govern AI agents, and who is accountable when they get it wrong?

• Are today’s systems built for a world where agents, not humans, execute the workflow?

• What happens to bank economics when growth no longer requires linear headcount?

• Which roles disappear, and which become more valuable?

Join us for a candid conversation about the future of agentic AI in finance, and the judgment, trust, relationships, and accountability that may matter more than ever.

Panel
1. Rahul Vemulapally - Senior Director of Product at Circle (previously VP at Oportun)
2. Umesh Rawat - VP of Technology at First Citizens Bank
3. Joe Salesky - CEO of Daita.Studio, 5x exit Founder, 35+ years in Financial Services and Payments
4. Ashita Batra - Co-Founder and CEO at Endl (previously at Citi)
5. Saif Prasla - Founder and CEO at Koladen (previously JP Morgan and ICONIQ Capital

Run of show
5:30 PM: Food and drinks
6:00 PM: Panel (45 min)
6:45 PM: Audience Q&A (15 min)
7:00 PM: Networking
7:30 PM: Close

For: Fintech leaders, founders, banks and credit unions, credit and risk leaders, investors, and AI builders.

Hosted by Aremo and Workato

Aremo
Aremo empowers lending teams to process up to 8x more loans. Our AI reads and reconciles borrower packages, surfaces early underwriting signals to guide your team's review, and completes applications in your existing LOS, so underwriters focus on decision making, not data entry. Same approval standards, more loans without additional headcount.Ready for escape velocity? Learn more at aremo.ai. Follow us for updates: linkedin.com/company/aremoai

Workato

Workato is the leading Control and Execution Platform for Enterprise AI — the neutral platform enterprises trust to put AI to work across their business. Workato unifies data, applications, and processes into a single platform so AI can reliably orchestrate business processes in production at enterprise scale. Built on more than a decade of running mission-critical processes for over half the Fortune 500 — including Nasdaq, Amazon, Cisco, Vodafone, Atlassian, and Lucid Motors — Workato turns over 14,000 enterprise systems AI needs to act on into one governed execution layer. For more information, visit workato.com.

Special thanks to Wells Fargo
Wells Fargo has banked San Francisco's builders since 1852. Today its Technology Banking team works with venture-backed companies from first raise to scale-up, with 100+ bankers across the US tech hubs. They cover software, fintech, AI and semiconductors, and have long relationships with the investors behind them.