Resources · Banking and payments
Banks, lenders, fintechs and payment companies run on onboarding, compliance and service at scale. Agents prepare the work; officers decide, with a full audit trail.
Selected from the regulation tracker. Reviewed 11 November 2026.
Seven principles and 26 recommendations for banks, NBFCs and other regulated entities, including a board-approved AI policy, an inventory of AI systems and periodic audits. Recommendations, not yet binding rules.
Do now: Adopt a board-approved AI policy and keep a live register of every model and agent.
Banking and payments
SourceExpected to require kill switches, human-in-the-loop controls, data controls and accountability for third-party tools.
Do now: Confirm every trading, advice and surveillance model has a tested off switch and a named owner.
Banking and payments
SourceReplaces the 2024 Colorado AI Act with a disclosure-based law for consequential decisions in areas such as employment, lending, housing, insurance and healthcare.
Do now: Add notices, adverse-outcome explanations and a human review route to AI-assisted decisions.
Banking and paymentsHealthcareReal estate+2
SourceApplies outside the EU when AI is placed on the EU market or its output is used there. The Digital Omnibus delayed high-risk duties; it did not remove them.
Do now: Classify each AI use by risk level, and build oversight, logging and documentation into agents now.
All industries
SourceAgents act, not just answer. How legal, risk and internal audit can set permissions, approvals and evidence before the first agent goes live, without becoming the team that says no.
Most AI pilots stall between the demo and the first real customer. A 90-day plan to take one workflow into production with owners, controls and a number the board will recognise.
Vendor ROI claims do not survive a finance review. How to build a business case from your own baseline, include the run cost, and show payback the CFO can test.
Agents need access, context and controls, not another platform. How CIOs, CTOs and architects decide where agents run, what they can touch and how to operate them, without rebuilding the stack.
AI engagements break the usual statement of work. How procurement can buy in phases, tie payment to measured outcomes, cap the run cost, protect data and IP, and keep the right to stop at every gate.
Every AI agent reads your systems of record. If the record is wrong, the agent is confidently wrong at scale. How to fix the data one workflow at a time, before any agent goes live.
Revenue wants results this quarter. Technology wants something it can secure and maintain. How to decide what to build, what to buy and where a partner fits, without a six-month standoff.
The consent manager framework under India's Digital Personal Data Protection Rules takes effect on 13 November 2026. Full obligations for every data fiduciary follow in May 2027.
The Digital Omnibus moved high-risk obligations to December 2027 and August 2028. Prohibitions, AI literacy, general-purpose model rules and transparency duties are already in force.
India's securities regulator says its AI and machine learning guidelines will require kill switches, people in the loop and data controls, with firms accountable for third-party tools.
Colorado repealed its 2024 AI Act and replaced it with a narrower, disclosure-based law. Firms using AI in hiring, lending, housing, insurance or healthcare decisions have weeks to prepare.
A ranked list of workflows to hand to agents, with a business case for each
One workflow live in production, measured against a baseline
Agents, bots and data platforms monitored, fixed and improved every month
A clear view of which data blocks which AI use case, and the plan to fix it
Invoices read, matched and posted automatically, with exceptions resolved or drafted by an agent
A voice agent live on your number for one use case, in your customers' languages
A signed AI policy, an agent inventory with risk tiers, and a plan to ISO/IEC 42001 readiness
An assistant that answers from your own policies, SOPs and contracts, with sources, in your languages
An agent that resolves common requests end to end in your CRM, and hands the rest to people with context
Common IT requests resolved automatically, in Teams, ServiceNow or the web
Copilot rolled out safely: permissions fixed first, then adoption by role
Outgoing e-invoices compliant in each market, and incoming invoices read by AI
AI that runs in your region, on infrastructure you control, behind one governed gateway
A fact-based map of where time goes, and a ranked automation and agent roadmap
A clear view of how search engines and AI assistants see and cite you, and the fixes in order
Claims checked before submission, denials analysed and appeals drafted, with a person approving
Nothing matches those filters yet. Try another industry or role.
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.
