In this interview from the AWS Financial Services Symposium in New York City, Satyam Kancharla, chief product officer of Numerix, joins Brian Jakovich, managing director of Vertical Relevance, to talk with theCUBE's Rebecca Knight about how capital markets firms are moving from AI experimentation to production-ready agentic solutions. Kancharla explains that despite widespread enthusiasm for AI, the real barriers in financial services center on governance, security and auditability — ensuring emerging capabilities operate within a risk-minimized framework. Jakovich details how Vertical Relevance is helping Numerix build a foundational platform with multi-agent orchestration, a knowledge base and LLM integration, creating a repeatable structure for scaling AI use cases across the business.
The panel also breaks down a concrete working example: Numerix's RFQ agent, which wraps the company's proven deterministic pricing and risk models with AI-driven intelligence to generate highly personalized responses to complex financial product requests. Kancharla notes that quote turnaround — once measured in hours or lost to same-day deadlines — can now be dramatically accelerated, and that the level of personalization previously reserved for top-tier clients can be extended far more broadly across trading desks. Jakovich frames this as evidence of a larger industry shift: AI moving from a technical exercise to a genuine business differentiator. From unifying parallel AI efforts into a single platform strategy to democratizing premium service across capital markets, the discussion offers a practical roadmap for financial institutions ready to translate AI investments into measurable outcomes.
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Satyam Kancharla, Numerix & Brian Jakovich, Vertical Relevance
At the Amazon Web Services Financial Services Symposium 2026 Preethi CN of Amazon Web Services, director of AgentCore, discusses AgentCore Payments and agentic artificial intelligence capabilities. In this theCUBE Research segment Rebecca Knight of theCUBE interviews CN about how developers integrate AgentCore building blocks with minimal code to build operate and scale production-ready agents that interact with paid endpoints.
CN explains that AgentCore provides identity and access control, runtime execution, tool connectivity, memory, observability and payments. They describe how AgentCore Payments, available in preview, addresses a common limitation agents encounter at paywalls by enabling micropayments and autonomous transactions with minimal code. They highlight partnerships with Coinbase and Stripe emphasize security observability and developer experience and outline a roadmap toward broader commercial transactions, buyer verification and expanded protocol support.
This conversation offers practical insights for developers and financial services professionals on integrating payments into agentic AI workflows, managing observability and securing transactions. Topics include developer tools and production concerns such as scaling governance and runtime monitoring for agents interacting with payments endpoints. The segment highlights how AgentCore reduces integration friction for production deployments and advances payments-enabled agent architectures.
Satyam Kancharla, Numerix & Brian Jakovich, Vertical Relevance
Satyam Kancharla
Chief Product OfficerNumerix
Brian Jakovich
Managing DirectorVertical Relevance
In this interview from the AWS Financial Services Symposium in New York City, Satyam Kancharla, chief product officer of Numerix, joins Brian Jakovich, managing director of Vertical Relevance, to talk with theCUBE's Rebecca Knight about how capital markets firms are moving from AI experimentation to production-ready agentic solutions. Kancharla explains that despite widespread enthusiasm for AI, the real barriers in financial services center on governance, security and auditability — ensuring emerging capabilities operate within a risk-minimized framework. Ja...Read more
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Satyam Kancharla, Numerix & Brian Jakovich, Vertical Relevance
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Rebecca Knight
>> Hello everyone and welcome back to theCUBE's coverage of the AWS Financial Services Symposium here in New York City. I'm your host, Rebecca Knight. We've got two fantastic guests for this next segment. I would like to first welcome Satyam Kancharla, chief product officer at Numerix. Welcome, Satyam.
Satyam Kancharla
>> Thank you, Rebecca.
Rebecca Knight
>> And Brian Jakovich, managing director at Vertical Relevance.
Brian Jakovich
>> Thanks for having us.
Rebecca Knight
>> Yeah. So why don't I start by having you both introduce yourselves and your roles in your company. Satyam, why don't
Satyam Kancharla
>> You start? So I work for a company called Numerix. We're a specialist in trading and risk management across the capital markets and across asset classes.
Rebecca Knight
>> Okay. And Brian?
Brian Jakovich
>> Yep. And I'm Brian Jakovich. So Vertical Relevance, we are a business and technology consulting firm focused exclusively on AWS and exclusively on financial services.
Rebecca Knight
>> One thing that is so clear today talking at the AWS Financial Services Symposium is that there are tremendous challenges and opportunities in capital markets in trading and risk management. Satyam, talk a little bit about the conversations that you're having here and also in your day-to-day work. What are the pain points that you're hearing?
Satyam Kancharla
>> There's a lot of excitement about AI and the potential of AI and what it can do for the business. There's so many untapped opportunities around data sets that people are not using, around risks they're not attending to. And there's so much people are doing in their personal lives they want to be able to do in their business lives. But the challenge is governance and security and auditability and having the right platform strength to be able to support and handle those capabilities in a risk minimized way.
Rebecca Knight
>> So let's talk a little bit about this collaboration, Brian. You came into this with multiple AI efforts running in parallel across different teams. How did you get everyone aligned across one single path forward?
Brian Jakovich
>> Yeah. So I think Numerix has a lot going on. So one of the things that we were looking at is how do we build a foundational platform that's going to really enable Numerix to look across all the different business activities that they're doing and then have a repeatable way in which they can spin up one business use case and then roll to the next one. So what we're working together and putting together is a platform that allows you to have multi-agent orchestration, a knowledge base, and then ultimately a way for the LLMs to interface with this platform and the different solutions that Numerix comes together. So it's really kind of mapping the business to the technology to make it all come together.
Rebecca Knight
>> Let's get a little more specific with a use case, Satyam. Can you talk a little bit about how you're bringing this to market in a customer you've worked with?
Satyam Kancharla
>> Oh, definitely. So one of the things that traders have to do and salespeople in capital markets have to do is respond to quotes. When a customer says, "I need a certain financial product that meets my liability constraints, my KYC constraints, my risk management constraints." They come in and say, "This is what I want." And usually responding to that is sometimes ours and sometimes it's not even in the day because of all the checks they have to do, especially when it's a complex situation. Now what we are trying to do with an agent, called the RFQ agent, is an intelligent agent that has all the strong, reliable, deterministic models that a company like Numerix is known for, but surround that with the right intelligence so it can take all these requirements, constraints into account and really tailor it, tailor that quote to that situation. It's really exciting to see what levels of personalization and configuration and customization that we can get to because there's all this data that's sitting around that we can use to create the right personalized quote for that customer. So that's an example. That's something we're working with actively with VR and a couple of our customers.
Rebecca Knight
>> And what does getting that personalized quote, what does that unlock for the client?
Satyam Kancharla
>> It's efficiency, its speed. It's also a level of service that only the biggest and the highest level of customers used to get. So now there's an opportunity for a bank or a trading desk to offer that same level of personalization at a much deeper, much more comprehensive way than they did before.
Rebecca Knight
>> So Brian, zooming out, what is what you're building here say about the way AI adoption is heading more broadly. Are you seeing a real shift in how the industry is thinking about this?
Brian Jakovich
>> Yeah. So obviously AI has been a pretty significant thing at the past couple of years. And to me, this is really a clear indication of getting past just the technical solutions and really getting towards business solutions, differentiators. What Satyam was talking about, analysts would be doing these types of activities. Now we can accelerate these initiatives and really get closer to what the business is going to get true value out of and the world is our oyster basically.
Rebecca Knight
>> Excellent. Well, Brian and Satyam, thank you both so much for coming on the show.
Satyam Kancharla
>> Thank you so much.
Brian Jakovich
>> Thank you.
Rebecca Knight
>> I'm Rebecca Knight. Stay tuned for more of theCUBE's coverage of the AWS Financial Services Symposium.
Rebecca Knight