What Makes AI Work Inside Regulated Industries

Most AI pilots stall. Here’s how finance leaders move safely into production.

How do you turn agentic AI into a system you can trust and one your team actually wants to use?

That’s where Forward Deployed Engineers (FDEs), like our own Barbara Neves, come in:

  • They work with your subject matter experts to align AI outputs with business needs.

  • They turn those insights into workflows, prompts, and interfaces that reduce friction.

We sat down with Barbara to show you what her role looks like in practice and the value it brings.

Get the insights now:

How can large banks embrace fintech innovation without exposing themselves or their customers to unnecessary risk?

Why do so many promising pilots fail to scale beyond proof of concept?

Malcolm Jussawalla, fintech leader and innovation strategist at TD Bank, shares how he helps startups bridge into one of North America’s largest banks while protecting trust, compliance, and enterprise value.

We covered:

  • Why banks must balance innovation with regulation and customer trust

  • The hidden challenge of scaling from pilot to production in financial institutions

  • How startups can navigate procurement and compliance to win credibility

  • The role of de-risking in avoiding costly dead ends

  • What it takes to translate startup agility into enterprise-wide impact

Andrew Mattingly, Chief Operating Officer at FORUM Credit Union, has spent more than three decades driving growth across lending, marketing, and operations. At FORUM Credit Union, he’s helped his team streamline consumer lending processes, build out data-driven strategies, and explore new ways technology can deliver value to members.

At our upcoming webinar, Agentic AI in Credit Unions: The Art of the Possible, Andrew will share lessons from implementing automation in a highly regulated environment.

His perspective offers a practical look at how credit unions can balance compliance, efficiency, and member experience while exploring what’s next for AI.

Save your spot here: https://lu.ma/ev2b55vm