The Age of Agentic AI in Finance Has Arrived.
This book is written by industry leaders for industry leaders, with key stakeholders in mind. It addresses the following core issues:
"AI Agency" without boundaries creates risk.
"Automation" without judgment makes risk unmanageable.
"A perfect storm is waiting to happen" with the adoption of AI.
Leadership and teams across the organizational universe will gain valuable insights into the use of AI in Finance for Strategy, Governance, and Risk in the Age of Bounded AI Autonomy. The stakeholders who will benefit the most include board members, senior management, risk professionals, technology experts, and teams deploying AI systems.
Finance professionals can now navigate from passive analytics to active agentic AI systems, with confidence that AI agents operate with autonomy without the enterprise losing control.
Firms must scale intelligence without surrendering accountability and preserve the explainability required for fiduciary responsibility. Financial organizations need to redesign decision architectures, oversight structures, and human accountability for an AI-driven world.
This book provides the "Architectural Framework for Adopting Bounded Agentic AI" for Financial Organizations.
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Ravi S. Bhagavatula, P.K. Prasanna Kumar
Ravi S. Bhagavatula is a multi-strategy investor and strategic advisor with over three decades of experience in financial strategy, quantitative trading, risk analytics, and applied artificial intelligence. Trained as a theoretical physicist, he began his career in quantitative finance at global institutions such as UBS and AIG, where he built large-scale analytical and risk platforms. He also holds the CFA designation.
He is the Managing Partner of WFA Global, managing alternative investments across public and private markets, and has backed several successful technology start-ups as an early investor. His work also focuses on frontier technologies and AI-enabled decision platforms, including the concept of Bounded Agency in AI systems, which he developed to guide responsible integration of agentic intelligence into organizational workflows.
LinkedIn: https://linkedin.com/in/rbhagavatula
P.K. Prasanna Kumar is a senior technology and transformation leader with extensive experience in enterprise architecture, data platforms, and intelligent automation within financial services. He has led large-scale modernization initiatives in complex, regulated environments.
Currently a senior executive at Business Optima, he focuses on translating emerging technologies such as AI and agent-based systems into reliable, governed operating models. His work centers on building enterprise-grade platforms where supervision, auditability, and resilience are as critical as innovation.
LinkedIn: https://linkedin.com/in/profpk
