2026 & Beyond: Agentic Future in Finance

Junta Nakai explores the “agentic future” of financial services, showing why success with AI goes beyond choosing the best model. Instead, it hinges on Contextual intelligence—the ability to harness and activate proprietary data to create real advantage. He frames the future around three critical questions: who will win the AI race, what risks must be managed, and what truly defines competitive edge. The key insight is clear: organizations that build AI that understand your business—grounded in secure, governed, and contextual enterprise data—will lead. Databricks enables this by unifying data and AI, turning insights into meaningful, business-specific outcomes. Chapters- 00:00 - The Agentic Future in Financial Services 01:43 - Three Critical Questions for AI Strategy 05:31 - Shifting Paradigms: Human and AI Agents 08:12 - Assessing the Real Impact of AI on Revenue 09:22 - Building Competitive Advantage with Data Context 13:54 - Hypothetical Case Study: Detecting Fraud at Enron 20:07 - Five Pillars for Delivering Enterprise