Finastra Outlines Shift Toward Agentic AI in Finance

Adam Lieberman, Chief AI Officer at Finastra, has outlined a strategic transition from traditional software-driven automation to agentic AI. This new approach enables systems to plan, adapt, and act independently within dynamic business contexts, moving beyond the one-off prompts characteristic of standard AI agents.

Agentic AI utilizes environmental perception, decision-making, and experience-based learning to execute complex, multi-step workflows with minimal human intervention. Lieberman identified specific applications for this technology in financial services, particularly in payment processing and data aggregation, to reduce manual labor.

To ensure responsible deployment, Lieberman recommends that organizations define clear operational roles and set autonomy boundaries based on regulatory risk. He advocates for the use of modular frameworks to maintain flexibility as the technology evolves. The ultimate objective is intelligent augmentation, where AI handles execution while humans maintain oversight and focus on strategic planning.