Saad Khan

From Platforms to Partners: How AI Agents are Transforming Banking Operations

Abstract:

For decades, Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems in financial services have functioned as static platforms—repositories for data that require manual intervention to drive value. However, the convergence of Generative AI and autonomous orchestration is shifting the paradigm toward AI partners. This session explores the architectural evolution from traditional Salesforce implementations to Agentic Ecosystems capable of proactive decision-making in Investment Banking, Corporate Banking, and Wealth Management.

Profile:

Saad Khan is a visionary Solution Architect and Engineering Leader with 16+ years of global experience driving  enterprise innovation in Investment Banking, Corporate Banking, and Wealth & Asset Management. Recognized as an industry thought leader and fintech influencer, Saad has led the design and implementation of some of the most advanced, scalable, and AI-integrated Salesforce platforms across top-tier institutions such as Fisher Investments and J.P. Morgan Chase.