
Engageware: The Future of Agentic AI in Financial Services | Money20/20 USA
Financial IT
Ethan Kinnan, Head of Partnerships at Lindy.ai, joins Julia Nimchinski for a hands-on masterclass on how to design, deploy, and scale AI agents without writing a single line of code. He starts by explaining the spectrum from automation → AI workflows → full agentic systems, then builds a working email agent live in three steps — from Gmail trigger to labeling and AI-generated reply. Ethan demonstrates how every field in Lindy’s flow editor can be completed manually, automatically, or via prompt, embedding intelligence into each step. He also reveals how agent steps allow AI to decide actions on its own — such as lead enrichment using LinkedIn, Perplexity, and CRM integration. Watch now to see how Lindy.ai makes agent building simple, scalable, and secure — and why the future of GTM belongs to adaptive, self-learning AI systems. https://hardskill.exchange/ai-practice-sessions/agent-swarms/