The AI Governance Gap in Financial Services

Learn About the AI Governance Gap in Financial Services

Key Takeaways

This webinar focuses on the AI Governance Gap in Financial Services, emphasizing security and governance.
Jari Salomaa, CEO of Valo.ai, discusses managing AI in a headless CRM environment.
Key topics include managing shadow AI, implementing least-privilege security, and post-deployment monitoring.
Participants will gain practical steps for securing AI agents and sensitive data.
The session provides a roadmap for balancing productivity with disciplined risk management.

This webinar dives into the critical intersection of AI, security, and governance within the Salesforce ecosystem, specifically tailored for financial services organizations. As AI adoption accelerates, so does the risk of “shadow AI,” compromised integrations, and data breaches.

In this session, we sit down with Jari Salomaa, the CEO and co-founder of Valo.ai, and we break down the challenges of maintaining control in a “headless CRM” environment and provide a practical roadmap for securing your AI agents and data.

Access the Webinar

Watch the full conversation with Jari Salomaa to learn how financial services can better manage the AI Governance Gap.

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What This Webinar Covers

On this on-demand session, you’ll discover:

The Governance Gap: Why treating AI agents like employees—with clear roles, limited permissions, and ongoing oversight, is essential.
Managing Shadow AI: Strategies for identifying and auditing every AI assistant, app, and extension accessing your sensitive business data.
Least-Privilege Security: Implementing granular access controls to minimize the blast radius of potential breaches.
Post-Deployment Monitoring: Moving beyond initial configuration to monitor for unusual API usage, unexpected data extraction, and AI behavior drift.
Platform Consolidation: The benefits of centralizing governance around trusted enterprise platforms rather than managing disparate, high-risk tools.
Practical Roadmap: Actionable steps to classify sensitive data, secure development environments, and automate your incident response.

Whether you are managing Salesforce security or looking to scale your AI initiatives safely, this webinar offers a blueprint for balancing enterprise productivity with disciplined risk management.

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