The manual processes that used to require lawyers, fund administrators, and accountants to set up private investment vehicles can now be handled by software in days instead of months.
Sydecar's founder explains how standardizing legal documents unlocked automation across the entire investment lifecycle, and why major banks are now acquiring platforms to bring private market access to retail investors.
AI agents are reshaping financial services, forcing banks to choose between building proprietary models, becoming infrastructure providers, or leveraging trust through partnerships.
With web traffic down 20-30% and Capital One seeing 55% engagement boosts from AI concierges, the transformation is already underway.
Agentic AI has moved into live production at Capital One, Visa, and RBC, with multi-agent systems autonomously executing trades and managing customer interactions.
Nvidia's Kevin Levitt explains the infrastructure demands and build-versus-buy decisions as banks deploy AI agents handling real transactions.
Banks dramatically underestimate how many customers share financial data with third parties, and most of it happens through insecure screen scraping.
Shane McWilliams of FIS explains why SMBs now expect their banks to serve as central financial hubs and how relationship-first thinking beats product-centric approaches.
