Financial firms, not labs, must set agent controls, speakers say at AIE New York

Key points

• OpenAI's Joseph Kim predicts agents will handle investment idea generation and trading by 2027, per his keynote.
• Two Sigma's John Feminella says auto-mode classifiers handle routine calls and escalate only the most important requests to people.
• Anthropic's Keon Shahab says agents should propose order amendments for human approval, not make them directly.
• Bloomberg's Andrey Rybka urges deterministic controls outside the model, including kill switches, scoped credentials and audit trails.

Why it matters for marketers: Content and product teams building finance agents should plan approval steps and audit trails into the interface, not rely on model restrictions alone.