Virtual Workshop A – The Next Generation of Innovation in Financial Services: Agentic AI and Autonomous Systems – Impacts to Canada’s Emerging Regulatory Landscape
Nancy Sullivan
Independent Senior Consultant, Financial Services, Fintechs and Payments
Payments + Partnerships Inc.
Innovation in financial services is entering a new phase defined by agentic and autonomous systems capable of acting, deciding, and transacting with increasing independence. These capabilities are converging with broader modernization trends such as Open Banking, new data‑sharing models, and emerging digital asset and payment flows. Together, they are reshaping how financial institutions operate and how compliance teams must respond.
The pace of adoption is outstripping regulatory guidance, requiring risk and compliance professionals to act early, often before formal expectations are fully defined. Other markets and ecosystem players are already establishing standards and technology layers that signal the direction of travel, but Canadian institutions are at varying levels of readiness.
Agentic and autonomous capabilities promise gains in customer experience, fraud prevention, operational speed, and compliance accuracy. They also introduce new risks related to data governance, oversight, unintended actions, and third‑party exposure. Many institutions are still building foundational governance frameworks to support responsible adoption.
This virtual workshop will provide a clear, practical orientation to how innovation themes are emerging across Canadian financial institutions, what matters most for compliance teams today, and how upcoming regulatory developments may shape responsible adoption. Through real‑world examples and guided discussion, participants will gain a grounded understanding of the emerging landscape and where deeper organizational work may be required.