
Rethinking Compliance and Risk: The Agentic AI Shift in Financial Services
Compliance. Regulation. Operational risk.
For decades, these have defined the boundaries of innovation in the financial sector, until now.
Discover enterprise AI insights, compliance strategies, and practical guides to transform the way your business works.

Compliance. Regulation. Operational risk.
For decades, these have defined the boundaries of innovation in the financial sector, until now.

One thing is clear: AI has become unavoidable. Companies that don’t integrate it into their operations will fall behind competitors who do. But here’s what I keep observing: businesses rush to adopt AI platforms, then struggle to make them work in practice.

I’m EglÄ—, CFO at Moterra. I’ve been writing about AI foundations, but now I want to shift focus to the practical side—the applications businesses actually use every day.

Part 3 of my AI exploration series

From understanding GenAI to mapping the ecosystem (without getting technical)

A simple story from someone trying to make sense of AI without the tech details

Moterra joined the Future of AI in Financial Services (FSTech) to advance practical, secure adoption of AI in finance. The team showcased how institutions can combine creativity and compliance, keeping data inside their own cloud while scaling business-ready AI with human guidance.

AI now helps sales teams automate routine work, analyse buyer data and focus on relationships instead of admin. The shift turns insight into action and makes selling more precise.

Today, AI platforms process large data sets, generate insights and automate repetitive tasks. The shift gives teams time to focus on strategy instead of busywork.
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