Name
Customer Panel: Can You Trust the Machine that Manages Your Cash?
Description
Agentic systems are taking on tasks from cash positioning to FX execution. Hear how MassMutual and RSM are applying supervised autonomy in treasury: where it worked, where humans must stay in the loop, and what measurable outcomes they’re tracking. Discover how to vet, validate, and continuously supervise these agents: what to automate, what to escalate, and how to prove outcomes are explainable and reversible. You’ll leave with a playbook for safe autonomy in finance.
You will learn how to:
- Identify which treasury activities are ready for agentic autonomy (cash positioning, FX workflows, exception handling) versus which should remain human-controlled and define clear escalation triggers.
- Apply a practical validation and supervision framework to continuously monitor agent performance, manage drift, and ensure every recommendation and action are explainable and reversible.
- Establish the governance controls required to operationalize agentic AI in finance—policy guardrails, approval workflows, and audit-ready evidence—so automation scales safely across the organization.
Speakers
Pablo Cabrera, Massachusetts Mutual Life Insurance Company
Valerio Trinchi, RSM US LLP
Andrew Blair, Kyriba
Valerio Trinchi, RSM US LLP
Andrew Blair, Kyriba
Session Tag
Artificial Intelligence (AI), Finance
Session Type
Customer Case Studies