White Paper

Trust, Risk, and Reward: Building the Identity Fabric for Agentic AI in Financial Services

Agentic AI is reshaping financial services, shifting from automation to autonomous decision-making. As this evolution accelerates, managing identity, trust, and risk becomes critical to unlocking its full value.

This whitepaper explores how financial institutions can securely adopt agentic AI by building an identity-driven framework that governs autonomous systems. It outlines the evolution of AI, key identity and access management (IAM) capabilities, and a structured “Identity for AI” approach to ensure accountability, compliance, and trust at scale.

Key Takeaways

• How identity frameworks enable secure, accountable agentic AI adoption

• Why governance, consent, and traceability are critical for autonomous systems

• What IAM capabilities (authentication, authorization, PBAC) ensure compliance at scale

• How financial institutions apply agentic AI across fraud, underwriting, claims, and advisory use cases

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