Fintech One•On•One
Fintech is eating the world. Join Peter Renton, Co-Founder of Fintech Nexus, every week as he interviews the fintech leaders who are leading the transformation of financial services. If you want to understand what the future will look like for lending, payments, digital banking and more tune in to Fintech One•On•One (formerly the Lend Academy Podcast).
Fintech One•On•One
Simon Taylor, Head of Strategy & Content at Sardine, on a framework for AI Agents
Most of us have heard the term "AI agent" but it is only the minority of banks and fintechs that have done any kind of implementation. This is partly because it is not a trivial task and there are real risks to getting this wrong. What is needed is some kind of framework that helps reduce these risks and provides best practices for implementing AI agents in financial services.
My next guest on the Fintech One-on-One podcast is Simon Taylor, the Head of Strategy and Content for Sardine and the author of the Fintech Brainfood newsletter. Today, Sardine has released a white paper, titled The Agentic Oversight Framework - Procedures, Accountability, and Best Practices for Agentic AI Use in Regulated Financial Services. It is a how-to document for implementing AI Agents into your bank, credit union or fintech. We unpack the white paper in this podcast, with as little jargon as possible, making it approachable for any risk or compliance executive.
In this podcast you will learn:
- Simon's background and why he joined Sardine in 2022.
- How banks are approaching BSA/AML compliance today.
- What Sardine is trying to achieve with this new white paper.
- What concerns people in financial services have about hiring an AI agent.
- How AI agents interact with humans in compliance departments.
- How much more effective AI agents can be.
- The six different processes in the Agentic Oversight Framework (AOF).
- How you manage the risk of hallucination in your LLMs.
- How you can scale the AOF beyond BSA/AML into other areas.
- Some examples of the AOF in action.
- If you are starting at zero how you start working with AI agents.
- Why you should jump in now even though the models will continue to get better.
- Why data security is such a critical component of the implementation of AI agents.
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- Find previous Fintech One-on-One episodes
