Video: Delfi Agent helps community institutions unlock the power of capital markets

Delfi Exchange and Delfi Agent, live on the main stage at FinovateFall 2026.

On September 9, Delfi took the main stage at FinovateFall 2026 at the Marriott Marquis in New York to demo its new AI-powered agentic capital markets solution.

Delfi’s AI Agent connects Overwatch, our balance sheet analytics and optimization tool, directly with Delfi Exchange, a marketplace of financial instruments. Banks and credit unions can see a transaction’s exact impact on their key metrics before executing it, and the Agent supports the whole workflow, from loading data and updating assumptions to interpreting results and recommending the next action, all with human oversight and full decision-making control.

Delfi on the FinovateFall 2026 main stage, with the Overwatch balance sheet view showing total assets and total liabilities on the display behind the presenters.

Delfi’s two presenters at the lectern on the FinovateFall 2026 main stage.

The Delfi team at the Delfi booth at FinovateFall 2026, in front of the “Wall Street Tools. Main Street Values.” banner.

We had also wanted for a long time to get our friends from tech, banking, credit unions, venture capital and policy around one table to talk finance and AI, and Finovate was the perfect excuse. The mix was great, and the conversations ranged from AI transforming the business world to startup best practices to how to handle the terrible twos. It was wonderful to have our community there, and it was the best part of our whole week.

Guests from tech, banking, credit unions, venture capital and policy around a long table at Delfi’s Finovate dinner in New York.

Thank you to everyone who stopped by. If you missed us in New York, contact Delfi for a free consultation on optimizing your bank or credit union’s balance sheet.