We’ll start with the agentic roadmap: where the Fintastic AI Agent stands today, what’s currently in development, and what’s coming next.

Then we’ll hear directly from Fintastic Insiders. A few customers will share how they’re using the Agent in their planning cycles, including the questions they ask, how they use it, what’s changed, and how it fits into their existing workflows.

We’ll close with an open Q&A with the product team. Bring your questions.