Building trusted agentic AI in financial services: From data to autonomous action

What this post added

This post details the challenges and requirements for building trusted agentic AI in financial services, focusing on the foundational elements of trusted context, governance, and observability. It highlights the shift from generative AI to agentic AI, the increased risk equation, and the importance of rich, unified data for AI agents. The post emphasizes that observability (metrics, traces, logs) becomes the control plane for governing AI, and that security must evolve to monitor and validate AI actions. It also stresses the role of enterprise search in providing current, permission-aware, and governed knowledge to AI agents. Finally, it poses five key questions for financial institutions to consider before deploying agentic AI.