Agentic AI as a proactive financial assistant
The thesis presented was that agentic AI represents a paradigm shift in banking, moving from reactive reporting to proactively helping customers manage finances by taking actions on their behalf.
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The story so far
CONTESTED · 36 MENTIONS · 24 EPISODES · 12 SHOWS
14 SEP 2025 — 13 AUG 2026 · 5D AGO
4 SUPPORT · 1 CHALLENGE · 2 REPEAT · 29 MENTIONED
- THE GRANT WILLIAMS PODCAST · 3 MENTIONS
14 EPISODES BETWEEN · 18 MENTIONS
- THE LONG VIEW
- THE RATIONAL REMINDER PODCAST
- SMARTERMARKETS
- THE LONG VIEW
- FINTECH INSIDER PODCAST BY 11:FS · 4 MENTIONS
- FINTECH INSIDER PODCAST BY 11:FS
- FINTECH INSIDER PODCAST BY 11:FS
- BUSINESS BREAKDOWNS
- THE RATIONAL REMINDER PODCAST
- THE POMP PODCAST
- REAL VISION DAILY BRIEFING
- THE POMP PODCAST · 2 MENTIONS
- THE POMP PODCAST
- EXCESS RETURNS
- FINTECH INSIDER PODCAST BY 11:FS · 3 MENTIONS
- Agentic AI as a proactive financial assistant · THIS IDEA
- Trust and guardrails key for AI adoption
- AI's role in proactive, democratized banking
- FINTECH INSIDER PODCAST BY 11:FS · 3 MENTIONS
- MASTERS IN BUSINESS
- FINTECH INSIDER PODCAST BY 11:FS · 2 MENTIONS
- ANIMAL SPIRITS
- THE POMP PODCAST
- FINTECH INSIDER PODCAST BY 11:FS
- FINTECH INSIDER PODCAST BY 11:FS · 2 MENTIONS
- CNBC FAST MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD