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How AI Agents Will Rewrite Finance

1st July 2026
5:30 pm
Level39

Introduction

AI is moving beyond assistance to autonomy, transforming how financial institutions operate. This session explores how AI agents and multi-agent systems are reshaping finance, from underwriting and trading to risk, compliance and operations, and what this shift means for the future of financial decision-making.

Level39 AI Series | AI in Finance

​AI agents are rapidly moving from experimental tools to fully autonomous actors capable of executing complex financial tasks in real time.

​From automated credit underwriting and AI‑driven trading strategies to autonomous risk monitoring, reconciliation and compliance workflows, finance is entering a new era of machine‑led decision‑making.

​Why this event?

​Building on our last Level39 AI event which focused on moving from AI experimentation to scalable, trusted systems delivering real business value – this session takes the next step: exploring what happens when those systems become autonomous.

​As enterprise‑ready AI evolves into multi‑agent workflows, we’ll examine how this shift is set to fundamentally rewrite the operating model of finance.

​What we’ll explore

  • ​Where AI agents are already outperforming traditional teams and what’s coming next.

  • ​The new operating model for finance: autonomous workflows, multi‑agent ecosystems and continuous decision‑making.

  • ​Implications for risk, controls, compliance and auditability.

  • ​How finance leaders should prepare for an AI‑native finance function.

  • ​Founder opportunities: new products, platforms and categories enabled by agent‑based finance.

  • ​What incumbents must do now to avoid being blindsided by agent‑driven disruption

Speakers

Farshad Nowshadi, Level39 mentor, VC and Senior Consultant to CEO at BluBank (moderator)
Quoted by The Sunday Times as one of Revolut’s earliest mentors at Level39, Farshad is an ex-CTO, venture investor and mentor with 30+ years in finance and tech. He helped found the world’s fifth-largest global mobile bank and now supports high-growth startups, with a focus on the AI agentic future in finance.

Adizah Tejani, Venture Capital and Board Advisor
Has 15+ years of experience as a product-focused technology leader and venture advisor, spanning fintech, partnerships and global programmes across organisations including HSBC, Token, and Level39.

Arnav Khare, Principal Technologist, Resilience AI at AWS 
Brings 20 years of experience applying AI in cloud environments, including work with global financial institutions, and holds an MSc in Artificial Intelligence from Edinburgh.

Erkin Oksel, CEO and Founder at EyesClear
Builds RegTech solutions used by banks globally, delivering AML monitoring, sanctions screening and analytics with zero churn, combining deep technical expertise with hands-on leadership across product, engineering, and strategy.

​Whether you’re building, buying or adapting to agent‑driven finance, this session is designed to help you understand what’s changing – and how to respond.

Please note: Registration is by request only. Your place is confirmed only once you receive a confirmation email, and attendance is limited to those who have been accepted.

Request to join to secure your place!