Agentic AI
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Deloitte’s Deepak Goyal and Ping Identity’s Adam Preis on Unlocking AI Use Cases
The artificial intelligence evolution has gone through four waves of automation. From rule-based scripts to machine learning-based assistants, to large language models, and now agentic AI; which is transforming financial services operations. Identity frameworks are critical to securing this transformation, said Deloitte’s Deepak Goyal and Ping Identity’s Adam Preis.
Identity controls define segmentation, context and governance for AI agent-driven actions and enable organizations to scale deployments while maintaining accountability, ensuring agents operate within defined parameters and align outputs with business intent.
“Identity is the foundation for effective and secure agentic AI future in the financial services industry,” said Preis, director of product and solution marketing at Ping Identity. As agentic AI makes decisions on behalf of financial institutions and their customers, guardrails are critical for managing what the agents can and cannot access, he said.
Areas such as fraud detection and loan underwriting show immediate promise for implementing AI agents because of their ability to flag anomalies, adjust authentication and stop risky transactions, said Goyal, senior manager of cyber and strategic risk at Deloitte & Touche LLP.
“The financial industry is at a very interesting inflection point where many such use cases are being targeted as short-term scenarios where agent tech-based solutions can help fast-track those solutions,” Goyal said.
In this video interview with Information Security Media Group at RSAC Conference 2026, Goyal and Preis also discussed:
- Findings of a new Ping Identity-Deloitte white paper on Building the Identity Fabric for Agentic AI in Financial Services;
- How Ping Identity’s framework governs access across core agentic AI relationships, enabling governance, security and scale;
- How Deloitte and Ping Identity are working together to support emerging agentic AI business solutions for financial institutions.
Goyal has nearly 20 years of cybersecurity experience and specializes in modern customer identity and access management solutions at Deloitte & Touche LLP, helping his clients achieve secure authentication, authorization, and seamless digital banking experiences. He has extensive financial services industry experience, assisting large banks to secure omni-channel customer journeys and strengthen trust.
At Ping Identity, Preis leads go-to-market strategies in the financial services industry globally. With extensive experience in the B2B/B2B2C space, Preis’ mission revolves around unleashing the transformative potential of technology while driving user adoption at scale.
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