
Engageware: The Future of Agentic AI in Financial Services | Money20/20 USA
Financial IT
Justin Shriber, CEO and Co-Founder of Terret, joins Julia Nimchinski to close the summit with a powerful blueprint for making AI a measurable business function. He explains why AI adoption must shift from “interesting experiments” to business-critical initiatives and shares Terret’s framework for deploying, scaling, and measuring agentic systems across revenue operations. Justin introduces Terret’s Revenue Graph—a unifying data layer that links CRM, email, and product usage into one agent-readable context—and shows how Sales Process Agents auto-populate CRM data, score deal quality, and deliver real-time coaching to sales teams. Watch now to learn how Terret’s agentic framework turns AI from automation to accountability—proving ROI at every stage of the revenue engine. https://hardskill.exchange/ai-practice-sessions/agent-swarms/