Mirela Ciobanu, Lead Editor at The Paypers, highlights Persona’s key insights to help financial institutions and fintechs automate and strengthen Know Your Business (KYB) workflows - improving compliance, fraud prevention, and customer trust.

The 6th US Agentic AI & Automation in Finance Summit – Atlanta, March 16–17, 2026. This two-day, high-impact forum brings together senior leaders, innovators, and solution providers from banking, insurance, credit unions, and wealth/asset management. The summit will provide practical, real-world insights on how AI and automation are transforming operations, risk management, customer experience, compliance, and product innovation. Key topics include digital workers, low/no-code automation, predictive analytics, process mining, and fraud detection. Delegates will benefit from keynote sessions, panel discussions, interactive workshops, live demonstrations, curated networking sessions, and one-to-one meetings.

This new report from Payrails explores how modular architecture and unified data are helping enterprises unlock AI’s true value: from automation and routing optimization to emerging agentic systems that make payment operations smarter and more efficient.