Speakers To Tackle Agentic AI Disruption During Money20/20 Session "An AI CFO in Everyone's Pocket"

Steve Mugford of Persado and Raj Date of Fenway Summer Will Discuss Leveraging Agentic AI for Powerful Marketing, Compliance, Pricing, and Product Strategies

NEW YORK, Oct. 9, 2025 /PRNewswire/ -- Persado, a leading provider of AI-powered content performance and compliance solutions for marketing, today announced that Steve Mugford, a member of Persado's Board of Directors and former 21-year EVP and Head of Strategy for Capital One, will speak at Money20/20 USA on Monday, October 27, 2025 in Las Vegas.

Mugford will be joined on stage by Raj Date, the first-ever Deputy Director of the U.S. Consumer Financial Protection Bureau (CFPB) and Managing Partner of financial services-focused venture investment firm, Fenway Summer. The session, titled "An AI CFO in Everyone's Pocket," will be moderated by Nabia Jenkins-Johnston, Principal, Strategic Partnerships at Cartography Partners.

WHAT: While on stage, the speakers will net out the challenges and considerations that financial institutions face in the era of Agentic AI. They will discuss key questions to explore, as well as strategies that retail banks and finserv organizations can use, to seize the opportunities posed by this transformation. For example:

• What happens when every consumer has a personal 24x7 agentic CFO working to manage their financial health?
• How can you adjust product and pricing strategies when you must accommodate shifts in profit pools — and even to balance sheets themselves?
• What happens to traditional marketing strategies when the speed of the market accelerates and you have to appeal not just to humans, but also their "robots"?
• Are your compliance and regulatory teams ready to support this disruption and acceleration?

VIDEO: In this short video overview of the AI session, Steve Mugford explains the disruption that is emerging and top questions and considerations that he and Raj Date will discuss during the session.

WHERE: Money20/20 2025, The Venetian Hotel, Las Vegas, NV

WHEN: Speaking session: Monday, October 27 11:10—11:30 am

Financial services leaders, media, and analysts attending Money20/20 are encouraged to attend the session, as well as meet with Persado to discuss how AI helps retail banks, fintechs, credit unions, and insurance organizations rapidly generate high-value, compliant creative at scale.

Meet with Persado — To meet at Money20/20, contact [email protected]. To learn how Persado generates personalized, compliant outputs and superior outcomes, visit our Financial Services page.

Speak with Fenway Summer – For press inquiries, or to meet with Fenway Summer, email [email protected].

About Persado

Persado fuses Martech and Regtech into a single platform to provide enterprises with innovative AI-powered marketing solutions that integrate high-performance content generation and personalization with automated analysis and resolution of compliance risks. Iconic brands in financial services — including 8 of the 10 top U.S. banks — retail, travel sectors, and other sectors, such as Ally, Lending Club, NatWest, and Verizon, trust Persado to engage customers throughout their journey across channels. Persado's AI is trained on a dataset of real interaction and transaction data from 1.2 billion consumers, which measures and refines language, emotional response, and customer engagement, so that enterprise marketers can drive business impact at the speed of AI.

For more info about Persado for Financial Services, follow Persado on LinkedIn.

About Fenway Summer

Fenway Summer is an early-stage investment firm focused at the intersection of financial innovation and regulatory change. Since 2013, Fenway Summer has combined deep domain expertise with a flexible capital model to invest across a broad range of U.S. financial services. Fenway Summer has always been a value-add, sector-specialist venture partner with both regulatory insight and operational depth, partnering with high-quality founding teams to accelerate opportunities from the earliest stages of company building. Since inception, Fenway Summer has invested in more than 70 companies, including Circle, FS Vector, Imperative Execution, and PayJoy.

To learn more, please visit fenwaysummer.com

SOURCE Persado Inc.