Agentic AI in Financial Services: Emerging Uses, Risks, and Policy Considerations - Center for Democracy and Technology
Action Required: Review internal AI governance policies to ensure they account for autonomous 'agentic' AI systems and potential liability risks.
This report from the Center for Democracy and Technology explores the emerging landscape of 'agentic' AI—systems capable of autonomous decision-making—within financial services. It highlights critical risks such as bias, lack of transparency, and accountability, which are essential considerations for financial advisors as they integrate increasingly autonomous tools into their client-facing workflows.
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