During the upcoming Money20/20 USA conference, industry leaders will explore the transformative potential of agentic artificial intelligence (AI) in financial services. Scheduled for October 27, 2025, the session titled “An AI CFO in Everyone’s Pocket” will feature Steve Mugford, a board member at Persado and former executive at Capital One, alongside Raj Date, the founding Deputy Director of the U.S. Consumer Financial Protection Bureau (CFPB) and Managing Partner at Fenway Summer.
Insights into Financial Transformation
As financial institutions navigate the complexities of the digital age, the session aims to address critical challenges and opportunities arising from the adoption of agentic AI. Mugford and Date will discuss essential questions such as the implications of consumers having personal AI-driven financial advisors available around the clock. They will examine how traditional marketing strategies must evolve to engage both customers and their AI counterparts effectively.
One key focus will be the adjustments required in product and pricing strategies as profit pools and balance sheets evolve. The speakers will also highlight the need for compliance and regulatory teams to adapt to the rapid changes brought about by AI technology.
“This session will delve into the disruptions that AI is creating in financial services and explore actionable strategies for organizations,” said Mugford.
The session will be moderated by Nabia Jenkins-Johnston, Principal of Strategic Partnerships at Cartography Partners, adding further expertise to the discussion.
Event Details and Opportunities
Money20/20 USA will take place at The Venetian Hotel in Las Vegas, Nevada. The speaking session is scheduled for 11:10—11:30 AM. Attendees, including financial services leaders, media representatives, and analysts, are encouraged to participate and engage with both Persado and Fenway Summer to learn more about the role of AI in enhancing marketing strategies for retail banks, fintechs, credit unions, and insurance organizations.
For those interested in connecting with Persado during the event, inquiries can be directed to [email protected]. Information about how Persado’s AI solutions can deliver personalized, compliant content at scale is available on their Financial Services page.
Similarly, to reach out to Fenway Summer for press inquiries or meetings, contact [email protected].
About the Speakers
Persado integrates marketing technology (Martech) with regulatory technology (Regtech) to offer innovative AI-powered solutions that generate high-performance content. Trusted by major financial brands, including eight of the top ten banks in the U.S., Persado’s AI system is trained on data from 1.2 billion consumers, enabling businesses to refine their marketing strategies effectively.
Fenway Summer specializes in early-stage investments at the convergence of financial innovation and regulatory change. Since its inception in 2013, the firm has invested in over 70 companies, leveraging its regulatory insights and operational expertise to support high-potential ventures in the financial services sector.
As the landscape of financial services evolves with the integration of AI, the insights shared at Money20/20 are expected to shape the future strategies of numerous institutions.
