AI Agents Transform Financial Services Industry Through Innovation and Efficiency

AI agents have been taking the financial services industry by storm, changing how banks gather information, improving back-end operations, speeding up processes and enhancing customer and employee relations. Armando Benitez, the Chief Data & Analytics Officer and Head of AI at BMO Capital Markets, will lead a panel discussion at the upcoming Benzinga Fintech Day & Awards on November 10, 2025, to explore how autonomous agents are transforming financial services. The panel titled AI In Finance: How autonomous agents are changing financial services will feature executives from leading fintech companies including Perplexity, Lava, Domain Money and True Trading Group.

Benitez leads a team of engineers, strategists and AI professionals who create end-to-end solutions at the intersection of finance and technology. As CDAO, Armando shapes the strategic vision for data and analytics, integrating AI into business processes to drive innovation and improve decision-making. The panel discussion will cover specific functions AI Agents are currently handling in banks and fintech organizations, how financial institutions measure ROI and productivity improvements from deploying AI Agents, and where AI Agents have directly led to better fraud prevention or compliance outcomes. Participants will also discuss the biggest risks or concerns stakeholders have about deploying agentic AI in finance and examine human/AI collaboration in financial workflows.

The panel will include AJ Audino, Head of Enterprise Growth at Perplexity, Lava CEO & Founder Mitchel Jones, Adam Dell, CEO of Domain Money and Adam Heimann from True Trading Group. The discussion will be moderated by Tommy Cotter, head of product at Benzinga. The panel discussion will give attendees deep insight into how banks are leveraging AI today and how they'll do so in the future to streamline business processes, boost productivity and enhance employee relations, all the while improving customer service and thus loyalty. Learn more about the upcoming Benzinga Fintech Day & Awards at https://www.benzinga.com.

Financial institutions are increasingly relying on AI agents to transform their operations behind the scenes and in customer-facing roles. The technology promises to revolutionize how banks operate, with constant evolution driving new capabilities and applications. The panel will explore AI finance in 2026, discussing the biggest innovations and changes on the horizon as financial services continue to embrace artificial intelligence technologies. The discussion is geared toward anyone interested in learning how AI is transforming the banking industry now and what impact it will have tomorrow as these autonomous systems become more sophisticated and integrated into financial workflows.