AI's Pivotal Shift in 2025: Scaling with Agents in Financial Services

This presentation at SIFMA's 2025 Operations Conference & Exhibition explored the transformative impact of AI agents on the financial services industry in 2025. Todd Lohr, Principal, Technology Enablement & Automation at KPMG, examined the current state of AI adoption, highlighting trends, challenges, and opportunities. The focus was on how AI agents can autonomously perform complex tasks, collaborate with human experts, and scale AI solutions to drive efficiency and innovation. He discussed the challenges of implementing AI at scale, such as data privacy, and presented strategies for responsible and ethical deployment. Real-world examples and case studies will showcase successful AI implementations in the industry. To watch more from the Conference, visit: events.sifma.org/ops.