Agentic AI in the Financial Industry: Secure, Automated, and Actionable

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Description

What if your financial organization could automatically detect anomalies, optimize portfolios, and proactively retain customers—without lifting a finger? That’s the power of agentic AI: autonomous systems that turn complex data into smarter, faster decisions while staying fully governed, compliant, and secure.

In this on-demand webinar, Ryan Dolley, Peter Fedorocko, and Chase Wirth have an engaging discussion with live demos showcasing how agentic AI is already transforming financial organizations and the benefits it brings to real-life business use cases. You’ll see how it can:

💸 Detect and investigate anomalies automatically

💸 Optimize investment portfolios at scale

💸 Drive proactive customer retention and engagement

Ryan, Chase, and Peter also show how to implement these capabilities safely, balancing automation with governance, compliance, and security.

See what’s possible when intelligence meets autonomy—and leave inspired with actionable insights to bring agentic AI to your own organization.

Meet the speakers

Ryan Dolley

VP of Product Strategy, GoodData

Ryan Dolley is Vice President of Product Strategy at GoodData. He has 13 years experience in the analytics and business intelligence industry as an engineer, consultant and product executive. He's an avid dungeon master, chicken farmer, husband and father to 3 children.

Peter Fedoročko

Field CTO, GoodData

Peter is a software engineer and serial entrepreneur in technology companies. Peter founded Stories.bi in 2015, which offered one of the first autonomous AI data analysts. Peter then founded Understand Labs, a pioneer in data storytelling and agentic analytics experiences, which was later acquired by GoodData. Peter is an active angel investor and mentor, helping other companies succeed in their businesses.

Chase Wirth

VP of Strategic Accounts, GoodData

Chase is VP of Strategic Accounts at GoodData. He has over a decade of experience helping enterprise customers succeed with data and analytics solutions. Chase specializes in building strong, long-term partnerships and driving measurable business impact through modern BI and AI.

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