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Exploring AI Agents’ Implementation in Enterprise and Financial Scenarios

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Recently, the “Opinions on Deeply Implementing the ‘Artificial Intelligence +’ Initiative” issued by the State Council clearly stated that by 2027, the penetration rate of new – generation intelligent terminals and AI agents should exceed 70%, marking that the “AI agent economy” has entered an accelerated implementation phase. Against this policy background, the 3rd China AI Agent Annual Conference will be held in Shanghai on November 21st. The conference, themed “Initiating a New Intelligent Journey”, is hosted by MetaverseFamily. It focuses on two core tracks: enterprise – level and financial AI agents, bringing together the forces from upstream and downstream of the industrial chain to solve the pain points in the implementation of agent technologies and promote the effective implementation of the “Artificial Intelligence +” policy.

Two Core Segments Drive to Create a “Benchmark Platform” for Industry Exchange

As an important industry event after the implementation of the “Artificial Intelligence +” policy, this conference takes “practicality” and “precision” as its core. Through the form of “setting the tone at the main forum + solving problems at sub – forums + empowering through special sessions”, it provides participants with all – dimensional communication opportunities.

The Main Forum Focuses on AI Agent Trends and Determines the Technological Direction: In the morning, industry experts will discuss “the latest development and future opportunities of AI agents”, deeply analyze three technological paths: multimodal fusion, tool enhancement, and memory upgrade. At the same time, in line with the requirements of the “Opinions”, they will explore how agents can be deeply integrated with six key sectors, providing direction for enterprise layout.

Sub – forums Target “Enterprise – level and Financial AI Agents” and Provide Practical Solutions: Two sub – forums are set up in the afternoon to precisely meet the needs of different fields. Among them, the sub – forum on “Enterprise – level AI Agents Driving Marketing and Business Transformation” will break down the practical methods of local deployment of agents and database construction, share cases of cost reduction through business process automation, and help enterprises transform technologies into actual benefits. The sub – forum on “Financial AI Agents Reshaping the Industry’s Future” focuses on topics such as the technical principle of the 7×24 “risk – control sentinel” and the upgrade of intelligent customer service driven by large models, providing references for financial institutions to balance innovation and compliance.

Strengthen Resource Matching

The conference also features in – depth breakdowns of over 10 benchmark cases, a fireside chat among agent leaders, an annual award ceremony, and over 15 technology demonstration and experience areas. Participants can experience up close the application of agents in scenarios such as contract review and risk – control interception, and connect with over 300 industry professionals.

Supported by High – level Decision – Makers and Covering the Entire Industrial Chain

This conference has attracted the core forces of the AI agent industrial chain. The participants are characterized by a “high – end” profile. According to statistics, 30% of the participants are enterprise chairmen/general managers, and 25% are management personnel, covering key departments such as planning, marketing, information technology, and business, which can directly promote the implementation of cooperation.

As the conference organizer, MetaverseFamily is a hub – type media platform in the AI and metaverse fields. It has rich industry resources and event experience, providing strong support for the effectiveness of the conference. So far, the platform has held over 20 offline AI and metaverse conferences and over 40 online events, covering over 100,000 industry practitioners and having over 20,000 high – quality private WeChat group members. At the same time, it has successfully facilitated over 20 business cooperations, including the investment promotion project in Nanjing Niushoushan, the metaverse business cooperation with Mobile Tmall, and the upgrade of the AI shopping experience in an outlet mall, which can effectively connect resources and promote cooperation for participants.

In addition to the core topics, the “2025 AI Agent Annual Award Ceremony” at the conference is also worth looking forward to. The winners of heavy – weight awards such as the “Top 10 AI Agent Influential Brands of 2025” and the “Model Award for Financial AI Agents” are about to be announced.

Contact Us
Zhi Shu: 159 0191 1431  Alex.gan@ccglobal.com.cn

(Event Registration)



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New study shows IT is primed to lead AI innovation

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Businesses are racing to adopt AI. But siloed tools, fragmented efforts, and lack of trust are slowing progress.

A new Forrester study, commissioned by Tines, surveyed over 400 IT leaders across North America and Europe. The study shows that governance and privacy compliance are both the top priorities and the biggest blockers to scaling AI.

The study also found that 88% of IT leaders say AI adoption remains difficult to scale without orchestration. Orchestration connects systems, tools, and teams so AI can run securely, transparently, and efficiently at scale. Without it, AI adoption stays fragmented and organizations struggle to deliver value.

The takeaway is clear: IT is primed to orchestrate AI across the enterprise. But first, teams must overcome blockers in governance, strategic alignment, and trust.

The biggest blockers to scaling AI

When it comes to scaling AI, governance is both a top priority and a top barrier. Forrester’s study found that over half (54%) of IT leaders say ensuring AI complies with privacy, governance, and regulatory standards is the highest priority for the next 12 months. Yet more than a third (38%) cite governance and security concerns as the biggest blockers to scaling AI.

This reflects a growing tension. A compliance-first approach to AI is essential. But if it isn’t effectively embedded into AI initiatives, it can also stall innovation and competitiveness.

AI introduces risks that existing governance processes weren’t built to handle, with many traditional approaches proving inadequate for AI’s real-time demands, speed, and complexity. Gaps in governance expose organizations to liabilities including bias, ethical breaches, shadow AI, and compliance failures that can lead to regulatory penalties and reputational damage.

Beyond security and governance concerns, the other top challenges when scaling AI include lack of budget or executive sponsorship, concerns about ROI, and fragmented ownership. Siloed AI initiatives and disconnected tools also present a barrier, making it difficult to connect systems across departments for greater visibility, control, and effectiveness.

Orchestration is the missing link to alignment, trust, and scale

AI orchestration offers a way forward. It unifies people, processes, technology, and workflows into a connected system that improves efficiency, transparency, and governance, addressing many of the key blockers that stall scaling AI.

Enabling this type of oversight is a top priority. According to the research, 73% say visibility across AI workflows and systems is critical. To achieve this, nearly half (49%) of organizations are looking for partners that provide end-to-end centralized solutions to overcome siloed workflows and fragmented AI efforts.

The cost of inaction is high. Without orchestration, the study shows, organizations face difficulties like:

  • Ensuring AI practices are ethical and transparent (50%)
  • Security concerns related to data access, compliance issues, inconsistent governance, auditing, and shadow AI (44%)
  • Lack of employee trust in the outcomes generated by AI (40%)

These challenges don’t just slow down your AI initiatives: they risk halting progress on core business goals, damaging brand reputation, and undermining trust.

IT is primed to lead orchestration

Some 86% of respondents believe that IT is uniquely positioned to orchestrate AI across workflows, systems, and teams. But while organizations are increasingly recognizing IT as an enabler of efficiency and innovation, many still underestimate its broader strategic potential.

Today, 40% of respondents say IT’s reactive focus on troubleshooting and uptime is what holds it back from being seen as a driver of business outcomes at the board level. Similarly, 38% believe that other departments frequently or occasionally overlook or underestimate IT’s potential to improve overall organizational efficiency.

With AI orchestration, IT has the opportunity to take a key strategic role that shapes the future of their organization’s success. IT leaders are ready: 38% of survey respondents believe that IT should own and lead AI orchestration, while 28% say it should act as the coordination hub between different business functions.

IT is primed to lead this charge as they’re well-placed to connect strategy, teams, and data. Through AI orchestration, they can facilitate secure, compliant adoption and scaling of AI that meets robust governance requirements.

This won’t just fuel organization-wide efficiency, but will unlock tangible business value, such as enhancing collaboration between business units, accelerating digital transformation, and improving employee productivity, positioning IT as significant drivers of impact.

Key recommendations

To strengthen its strategic role, IT should:

  • Orchestrate AI for visibility and alignment: Lead orchestration to connect tools, improve transparency, and align teams.
  • Embed governance by design: Orchestration provides a framework to build compliance and security into AI workflows from the start, ensuring consistency at scale.
  • Frame outcomes in business value: To secure executive sponsorship, IT should frame orchestration’s impact in terms of ROI, efficiency gains, and revenue opportunities unlocked.

For more insights on how IT can leverage AI orchestration to unlock strategic value, read the full study: Unlocking AI’s Full Value: How IT Orchestrates Secure, Scalable Innovation.



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Shift left might have failed – but AI looks set to deliver on its promise

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“AI will replace QA.” It was not the first time I had heard this claim. But when someone said it to me directly, I asked them to demonstrate how and they simply couldn’t.

That exchange occurred shortly after my co-founder Guy and I launched our second company, BlinqIO. This time, we focused our efforts on building a fully autonomous AI Test Engineer.



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Equator Global’s new AI tool a…

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Equator Global is pushing out a new training platform upgrade, uses cutting edge technology to make learning, product knowledge development and sales support faster and easier for travel agents.

The enhanced training platform incorporates AI to put instant knowledge, ideas and support at travel agents’ fingertips.

The new ‘Advanced Intelligence’ platform blends human and artificial intelligence to deliver instant information (in more than 25 languages) on destinations, hotels, cruises, airlines, and other travel products.

Agents simply type in their travel question, and the ‘Auto-Expert’ generates quick and clear information within seconds. The new tool is also capable of creating and suggesting itineraries.

To make learning more engaging and easier to absorb, the platform automatically generates Auto-Podcasts.

Each time an agent asks a question through the AI tool, the answer is transformed into a podcast, presented as a natural, discussion-style conversation between two life-like hosts.

The podcasts allow travel agents to revisit the platform’s responses in an easy and fun way, continuing learning whether at work, on the go, or at home.

Equator Global’s CEO, Ian Dockreay, says: “This is just the start of the next stage of travel e-learning, marketing and information technology.”

Philip Micallef, the newly appointed Marketing and Account Manager at Equator Global, said: “I’m excited to have joined Equator Global at this stage of their expansion and development. Emerging knowledge technologies are really taking off into a whole new world of innovation and delivery, most of which we couldn’t have imagined just a few short years ago.”

Drawing on more than 20 years of experience, supporting over 350,000 travel agents and tour operators worldwide, the new AI tool is a revolutionary upgrade to how agents learn and sell.

To ensure the answers are reliable and accurate, Equator Global is working with their travel and tourism clients to create a bespoke digital knowledge cloud with the client feeding it with data and sources that will deliver the best information for agents.

 



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