Open Source in Finance Forum London 2025

Modern Agentic AI platforms offer a transformative solution for financial services, enabling automation, data analytics and decision making. This presentation will explore the application of Agentic AI blueprints, including API-driven microservices for model customization, RAG, safeguarding, deployment, and inference, in finance, leveraging open source and community models such as the Llama, Mistral, and DeepSeek model families. We will discuss how these tools can automate complex tasks, analyze large data sets, and improve decision making.

Blueprints and similar reference architectures provide a foundation for building custom AI agents that can reason and act autonomously. The open models are available under an open source license, allowing for customization and deployment in different environments.

This presentation will highlight the potential of Agentic AI to revolutionize financial services, including task automation, enhanced data analysis, and improved decision making. Relevant open source tools and models will be presented and their application in financial systems will be demonstrated.

Gen AI agents and agentic architectures are the talk of the day. But, in practice, how do we get real business benefits from this hyped tech? Here we go through a practical example in Financial Services on how agents can be used for real business benefits. Includes a demo of a real world usecase.

Join us for a captivating hands-on session where we dive into the world of General AI through our open-source orchestration platform. In "Build Your Own Agent," you will personalize instructions to produce your desired outputs and witness the tangible benefits of AI in just 30 minutes.

During this session, you'll learn how to:
- Upload and integrate a corpus of documents.
- Instruct LLMs to generate new outputs that mirror the style of your documents.
- Combine multiple skills and connectors using the BYOA (Build Your Own Agent) feature.

Get practical experience by creating an agent that retrieves the latest news from a news aggregator, combines it with your proprietary documents, and generates a structured report. Watch the magic unfold as your custom agent starts running within minutes.

Additionally, we will explore advanced admin options to manage and make different skills available for users, ensuring you have a smooth and efficient workflow. This session is perfect for both beginners eager to explore AI and seasoned professionals looking to enhance their AI toolkit.

Don't miss this opportunity to harness the power of AI and elevate your tech prowess.

AI-powered code generation holds great promise, but how can we ensure correctness, transparency, and trust—especially in financial software? This session explores how Morphir, an open-source framework for domain modeling and business logic, integrates with AI to boost productivity while maintaining rigor. We'll demo a new feature where users, both technical and non-technical, can chat with an LLM to define business logic in natural language, instantly visualize execution paths, and validate behavior with interactive test cases. Unlike generating general-purpose code, our approach leverages Elm's strictness and Morphir's structured IR to improve reliability and guide AI refinement through compiler feedback. Attendees will see how AI and Morphir together make software development more accessible, verifiable, and efficient.

Every other day, a new AI tool is announced—chatbots, AI models, agentic systems—each promising to reshape how we work. While many of these tools are built with software developers in mind, AI agents have the potential to impact professionals across all industries, including finance.

In this talk, we’ll explore how AI agents can be seamlessly integrated into existing workflows, helping finance professionals and teams work faster, reduce repetitive tasks, surface insights instantly, and support better decision-making—without replacing human expertise. Introducing Model Context Protocol (MCP) servers as a way to plug into existing financial services and platforms - automating your entire workflow.

No matter your role, AI agents can enhance the way you work, not replace it. Using Goose, an open-source AI agent, we’ll dive into real-world finance examples, showcase best practices, and engage with the audience through interactive demonstrations. You’ll leave with practical knowledge and a powerful new tool to make AI an ally in your daily work.