CEO and Founder
Sympera
David Sosna is a serial fintech entrepreneur with 20+ years building category-defining companies, including Actimize and Personetics. He now leads Sympera AI, using AI to help bankers prioritize clients, deepen relationships, and drive sustainable growth.
The strategic conversation around agentic AI has shifted to execution. Banks are beginning to deploy autonomous agents to complete work, coordinate across systems, support employees, and increasingly make routine decisions. This panel discussion examines where agentic AI is creating measurable business value today, separating practical deployments from future aspirations. Executives will share the use cases producing tangible operational improvements, stronger customer experiences and new revenue opportunities, while exploring where additional investment will generate the greatest returns. The discussion will focus on: