Tech Talks Will Your Next Chief Financial Officer Be A Human?
Nov 7, 2025
Megan Caywood Cooper, a fintech pioneer with experience at Starling Bank and Barclays and a Forbes 30 Under 30 alum, discusses the exciting evolution of banking technology. She reveals how agentic AI is transforming the finance landscape by functioning as a 'CFO in your pocket.' The conversation dives into the cultural barriers legacy banks face, the varying levels of AI adoption across the US and Europe, and the future of personal AI financial agents. Megan also shares insights from recent industry events and light-hearted personal stories.
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Agentic AI Acts Not Just Predicts
- Agentic AI moves beyond prediction to take autonomous actions inside finance.
- Megan Caywood Cooper says this can collapse user experiences because agents will execute tasks for customers.
Start With CFO Use Cases
- Build agentic tools that plug into bank CFO functions like daily liquidity and compliance.
- Enable agents to operate inside guardrails and produce auditable logs for banks and regulators.
Platform Effects Speed Regulation
- A partner platform yields network effects across banks and regulators.
- Megan explains regulators can approve refined guardrails once and other banks benefit from reuse.