Financial services is moving from AI experimentation toward autonomous workflows. Agents, copilots and embedded models now influence customer experiences, critical decisions and core operations. This guide contains thirteen short sections that move from the risk picture to a scored readiness assessment and a 90-day plan.
- Why BFSI needs a new AI security model
Four forces and what incident data shows - The BFSI AI risk landscape
Risk curve and the OWASP agentic threat map - Trust-boundary scenario
How an agent action crosses the line - A control framework
Mapped to NIST AI RMF, OWASP and DORA - Agentic endpoint protection
The device as an AI execution environment - Agent Mission Control and MCP
Identity, mission, permission and the MCP gateway - Runtime enforcement and containment
From detection to Kill Switch - Securing real financial AI workflows
Six workflows and a two-tier path - Regulatory and risk alignment
Evidence for resilience and accountability - The PointGuard AI approach
Platform view and OWASP threat coverage - Readiness assessment
10-point checklist and score bands - Implementation roadmap
A 90-day action plan - References and next steps
Sources and how to start