← Back to Speaking

Designing an Agentic AI Reference Architecture for Financial Services

Event: FINOS Workshops
Location: Microsoft, NY, USA
Date: October 20, 2025

I co-led two workshops with 30+ participants from the financial services industry with the goal of guiding FINOS’s future work in AI governance with a reference architecture for AI agents

Expanding the Framework

  • Review current framework content
  • What else do FSIs need to be able to adopt?
  • Identified three new areas to focus

AI Categorisation & Risk Tiering

  • Discussed common, shared deployment scenarios
  • Identified which risk areas are of highest concern to FSI participants

Architectural Design

  • Brainstormed potential inclusions
  • Refined/grouped by functional area

Architecture as code

  • What is FINOS CALM?
  • CALM 101
  • How can it help with AI governance?
  • Practical CALM Examples/workshop