During the upcoming Money20/20 conference in Las Vegas, industry leaders will discuss the transformative potential of Agentic AI in financial services. On October 27, 2025, Steve Mugford, a member of the Board of Directors at Persado and former Executive Vice President of Capital One, will join Raj Date, Managing Partner at Fenway Summer and the first Deputy Director of the U.S. Consumer Financial Protection Bureau, for a session titled “An AI CFO in Everyone’s Pocket.”
Exploring the Disruption of Agentic AI
This session, moderated by Nabia Jenkins-Johnston from Cartography Partners, aims to address the significant challenges financial institutions are facing as they adapt to the rise of Agentic AI technologies. The discussion will delve into pressing questions such as how having a personal AI managing financial health will impact consumers and what this means for traditional banking models.
As financial institutions navigate this new landscape, they must consider how to adjust product and pricing strategies in response to evolving profit pools and balance sheets. The rapid advancement of AI also raises critical questions regarding marketing strategies, particularly as businesses need to appeal not only to consumers but also to their automated systems.
Compliance and regulatory adjustments will be essential as well. The speakers will explore whether current teams are adequately prepared to support the fast-paced changes introduced by Agentic AI. The session promises to offer valuable insights and practical strategies for retail banks and financial services organizations.
Details of the Money20/20 Session
The speaking session is scheduled for 11:10—11:30 am at The Venetian Hotel, Las Vegas, where financial services leaders, media, and analysts are encouraged to attend. This is an opportunity to learn how AI can assist in generating compliant, high-value creative content at scale for retail banks, fintech companies, credit unions, and insurance organizations.
For those interested in exploring how Persado’s AI solutions can enhance marketing efforts, meetings can be arranged by contacting [email protected]. Similarly, inquiries regarding Fenway Summer can be directed to [email protected].
Persado combines marketing technology and regulatory technology to deliver AI-driven marketing solutions. Their platform is trusted by numerous leading brands, including eight of the top ten banks in the U.S., to enhance customer engagement and streamline compliance processes. With a dataset derived from interactions involving 1.2 billion consumers, Persado’s AI refines language and emotional responses to drive effective marketing outcomes.
Fenway Summer, established in 2013, focuses on investments at the intersection of financial innovation and regulatory change. The firm has successfully invested in over 70 companies, leveraging its expertise to support the development of financial services that adapt to evolving market conditions.
This session at Money20/20 not only highlights the transformative potential of Agentic AI but also encourages proactive engagement from financial services professionals as they prepare for a rapidly changing industry landscape.
