In the Spotlight: Agentic AI in Institutional Finance

A 2-hour curated session exploring how AI is redefining institutional finance; From infrastructure and risk to next steps execution, we are at the intersection of traditional finance and digital assets with AI. Through a series of concise discussions, industry leaders will share actionable insights on autonomous systems, institutional adoption, and the future of digital finance.

Bringing together leading voices from across the ecosystem, the session will deliver actionable discussions on the future of digital finance, highlighting the opportunities and pathways required to drive institutional adoption at scale.

4:00pm – 4:05pm

Welcome & GFTN Opening Remarks

Speaker(s): Bernice Neo, Client Engagement Manager, GFTN

4:05pm – 4:35pm

Fireside Chat: Protecting the Future Agentic Economy: Rethinking Compliance for Autonomous Finance - Powered by Solana Foundation, Standard Chartered Bank and Collisionless

Speaker(s): Lu Yin, President of APAC, Solana Foundation, Rene Michau, Global Head, Digital Assets, Standard Chartered Bank

As autonomous agents reshape financial decision-making, compliance, identity, and trust are being redefined. This session brings together banking and blockchain perspectives on fraud prevention, agent identity, and on-chain payments. It explores how regulated institutions and decentralized infrastructure are adapting to autonomous finance, and what governance and security frameworks are needed for safe adoption.

4:35pm – 5:05pm

Session - Powered by Elliptic

5:05pm – 5:35pm

Next Wave: Agentic Wealth Management - Powered by OpenWealth API

This session explores how wealth management is moving beyond traditional applications towards AI agents as a new interface layer for advisers and clients. It examines how the OpenWealth API, as an industry-driven standard, enables interoperability across custodians, portfolio management systems and client platforms, and introduces the OpenWealth Model Context Protocol (MCP) as a governed, auditable and permissioned tool layer for agentic use cases. In a live showcase attendees will see a wealth manager agent query portfolios, detect investment strategy drift and initiate rebalancing through OpenWealth MCP. The discussion will then look ahead to the governance, liability and multi-custodian implications of agent-ready wealth infrastructure, while inviting banks, fintechs and AI providers to engage with the OpenWealth community and help shape the next generation of our API standard.

Speaker(s): Dr. Simon Alioth, Vice President, OpenWealth Association & Managing Director, Synpulse8, Dominic Greenwood, Chief Innovation Officer, Expersoft, Raphael Bianchi, President, OpenWealth Association & Co-CEO Synpulse8 (Moderator)

5:35pm - 6:00pm

Closing & Networking