Evident AI Symposium | 23 October 2025 | New York

Welcome & The 2025 Evident AI Index Results

The Evident AI Index is the global standard benchmark of AI maturity for the banking sector. Evident’s co-founders present the findings from the October 2025 Index results, along with the latest rankings and major trends that have emerged in the past year.

Fireside Chat with Teresa Heitsenrether

How is the rollout of AI, including agentic systems, being supported by deep transformation at a leading bank? Teresa Heitsenrether, Chief Data & Analytics Officer at JPMorganChase will be in conversation with Bloomberg’s Caroline Hyde to discuss progress towards realizing the full value of AI and how to get new capabilities in the hands of people throughout the firm.

In conversation with Caroline Hyde, Anchor, Bloomberg Television

Pushing the limits: how can financial services firms develop specific, proprietary innovations?

The financial services sector is racing to combine its data and expertise with cutting-edge AI capabilities. How can proprietary, secure and specific solutions help firms create value and push the limits of innovation? What are the hallmarks of successful innovation? And what role can AI labs play in supporting it?

Moderated by: Alexandra Mousavizadeh, Co-CEO and Co-founder, Evident

Unlocking value through oversight: how can financial services firms supercharge AI through de-risking and governance?

As financial services firms accelerate AI deployment and move toward multi-agent systems, effective risk management can mean the difference between scaling and stalling. What new risks does agentic AI introduce? How can firms enhance their ability to observe and assess these risks? And what new risk management and governance practices are required to ensure robust monitoring and mitigation—ultimately enabling faster, safer AI deployment?

Moderated by: Luke Gbedemah, Editor, Evident

Fireside Chat with Marco Argenti

How are financial services leaders transforming their operations and using agentic AI to set their firms up for success? Marco Argenti, Chief Information Officer at Goldman Sachs will share his insights on achieving firmwide rollout of AI tools and maximising the bandwidth those tools unlock and explore the ways in which new AI capabilities could shape the industry of the future.

In conversation with Erik Schatzker, Editorial Director, Bloomberg New Economy

Fireside Chat with Prem Natarajan

How are agentic systems evolving in the enterprise, and how can banks continuously optimize their hardware and software for scaling to meet the needs of the industry? Prem Natarajan, EVP, Chief Scientist & Head of Enterprise Data and AI at Capital One will be in conversation with Jennifer St. John-Foster, Sr. Sales Manager, North America Financial Services at NVIDIA, to explore this question and offer future-facing perspectives on models, talent, value generation and cutting-edge AI deployment.

In conversation with Jennifer St. John-Foster, Sr. Sales Manager, North America Financial Services, NVIDIA

Looking beyond the use case: how can financial services leaders deliver true AI transformation?

Hype no longer pays the bills. The pressure is on to prove that years of experiments, pilots, and isolated use cases can deliver real value. But leaders also need a clear vision of what comes next. How are firms connecting individual use cases to a broader vision of what the financial services industry could become in the future? What have we learned so far about what it takes to deliver successful outcomes? And how does this shape the path forward?

Moderated by Luke Gbedemah, Editor, Evident

Fireside Chat with Jason Droege and Greg Ulrich

What does great AI deployment look like, and what drives it? For AI to have staying power, businesses need to balance automation with human expertise and input. Jason Droege, CTO at Scale, and Greg Ulrich, Chief AI and Data Officer at Mastercard, sit down to discuss where the enterprise AI industry is headed and what we’ve learned about maximizing its value in financial services.

Moderated by: Alexandra Mousavizadeh, Co-CEO and Co-founder, Evident

Fireside Chat with David Griffiths

How are leading banks developing agentic systems and putting them in the hands of their people? David Griffiths, CTO at Citi, will offer his insights on the journey towards AI and wider digital transformation — through developing a proprietary AI platform and rolling out solutions to thousands of the bank's people all around the world.

In conversation with Alison Williams, Senior Analyst, Bloomberg Intelligence

Delivering on agentic potential: how can financial services firms develop agents to add real value?

Agentic AI promises huge financial gain, but unlocking that value requires operational and technical transformation. Where are agentic systems already demonstrating value-adding capabilities? What are the opportunities on the horizon as new technical approaches emerge? And what lessons have financial services firms learnt so far about best practice for developing agents successfully?

Moderated by: Edward J Achtner, Vice President & Head of Applied AI, BMO

Fireside Chat with Hari Gopalkrishnan

How is Bank of America using AI to drive innovation and better serve its customers and employee base? Hari Gopalkrishnan, Chief Technology and Information Officer at Bank of America, will highlight the key learnings from the firm’s multi-layered journey towards AI adoption.

In conversation with Katherine Doherty, Reporter, Bloomberg

Building with agents in action: how are firms democratizing and maximizing the value of agents in deployment?

Agentic AI solutions are nascent and require specific tooling and access to deliver value. AI leaders also know that, to be effective, agents must address business needs on the ground. In which business lines are firms actually finding the greatest value from agentic AI? How are they allowing their people to engage with agents? And which lines of business hold the most potential for agentic optimization in future?

Moderated by: Seth Fiegerman, Editor, Bloomberg

Evolving the playbook: what have we learned so far about deploying AI at scale?

A robust data strategy, strong senior leadership buy-in, and effective governance processes are now table stakes for AI deployment. Yet many projects still fail to get off the ground. What critical decisions have financial services leaders made to deliver successful outcomes? How can we identify which choices truly moved the needle? And as the pace of AI adoption accelerates, how will these do’s and don’ts shape the way forward?

Moderated by: James Utting, Chief Business Officer for the Emerging Technology Group, UBS

Transforming the industry: how is AI revolutionizing knowledge in financial services?

AI is changing how financial services firms generate and use knowledge. How can human expertise be recorded, organized and made machine-readable? What opportunities are there for AI to enhance knowledge creation and unlock value? Throughout financial services, AI can make firms smarter, faster and more effective. How can they build continuous knowledge streams that feed and sharpen this intelligence?

Moderated by: Tucker Balch, Professor in the Practice and Research of Finance, Emory

Closing Remarks