FDX WEBINAR SERIES

Agentic AI and Open Finance: Risks, Opportunities & Industry Readiness

An industry briefing exploring how agentic AI is reshaping financial data access, governance, interoperability, and consumer experiences across Open Finance.

Event Details

DATE
Thursday, July 16, 2026

TIME
3:00-5:00 PM ET

Session 1 | What the Industry Is Thinking: Key Findings & Emerging Themes

Leaders from the FDX Agentic AI Task Force will share key findings and emerging themes gathered through FDX’s recent industry-wide Call for Input on agentic AI and Open Finance technical standards.

Speakers: 

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Jean-Paul LaClair

SVP Product

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance
Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Shira Jaffe

Strategy and Industry Standard Lead

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance
Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Natalie Talpas

Executive VP,  Digital and Payments

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Session 2 | The External Landscape: Standards, Policy & Ecosystem Perspectives

Come hear about how policies are evolving and other technical protocols are emerging to address the unique challenges and opportunities that Agentic AI introduces for data connectivity integrations. This session will dive into how FDX can learn, reference, and adapt to those adjacent efforts and developments

Speakers: 

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Sean Estrada

Head of Standards Advocacy

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance
Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Session 3 | Infrastructure, Innovation & Implementation

This session will feature perspectives from technology and infrastructure leaders helping shape next-generation AI-enabled experiences. Explore emerging use cases, trust and permissions models, implementation realities, and what may be required to responsibly scale agentic AI capabilities.

Speakers:

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Ankit Agarwal

Chief Technology Officer

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance
Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance

Nate Soffio

Head of Reusable & Agentic Identity Products

Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance
Financial Data Exchange | FDX Webinar: Agentic AI and Open Finance