
Engageware: The Future of Agentic AI in Financial Services | Money20/20 USA
Financial IT
Why will agentic AI redefine every digital interaction, and what foundation do enterprises need to make it safe, trusted, and real time? In this episode of Eye on AI, host Craig Smith sits down with Jeff Lunsford to unpack how a neutral customer data platform like Tealium becomes the control plane for agentic systems. We cover how to collect and unify first party data responsibly, enforce consent and identity across channels, and feed the right context to models so agents can act with confidence in the moment. You will hear how real time profiles, event streams, and deterministic identity power personalization, automation, and transactions across web, mobile, ads, email, and customer support. Learn how leading enterprises are preparing for agentic commerce that could double digital interactions, why governance and privacy must be embedded into delivery teams, and which standards enable safe transactions and payments with agents. You will also hear how to build an “agentic front door” for your business, design guardrails and spending allowances, choose where to run reasoning and inference, and measure impact with metrics like conversion rate, ROAS, CSAT, and cost per resolution. Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI 00:00 Intro & Preview 04:54 What Tealium Captures 07:26 Identity & Consent 09:58 Real-Time Profiles 11:57 From Automation to Agents 12:45 Agentic Commerce Outlook 14:06 Agentic Front Doors 22:30 Unblocking Governance 24:03 CDP Origins 28:11 Next Best Action 32:21 Faster Inference 34:53 Consent in Real Time 37:26 Agent Commerce Standards 41:30 Business Impact 43:52 APIs for Agents

Financial IT

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Pegasus ARC

Mauro

CloudConsultant

Ray Fernando

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