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RegFi Podcast Examines Agentic AI in Consumer Financial Guidance

At a glance

  • RegFi Episode 86 focuses on agentic AI in financial services
  • Nadim Homsany of BECU joins as guest
  • Episode published on February 11, 2026

RegFi’s latest podcast episode explores the development and application of agentic AI in consumer financial guidance, with a focus on how these technologies are being implemented at BECU.

The episode, titled “Agentic AI and the Future of Consumer Financial Guidance,” features Nadim Homsany, who leads AI Strategy and Innovation at Boeing Employees Credit Union. Co-hosts Jerry Buckley and Sasha Leonhardt conduct the discussion, which centers on the use of advanced AI tools for financial decision support.

During the conversation, the hosts and guest discuss how BECU is working to create agentic AI solutions designed to assist members in making borrowing and investment choices. The episode addresses the potential for these technologies to provide financial management services to a broader range of members.

The discussion also covers the ways in which agentic AI could help expand access to sophisticated financial advice, which has traditionally been more available to individuals with higher incomes. The episode considers the implications for credit union members who may benefit from these new tools.

What the numbers show

  • Episode 86 of the RegFi podcast was published on February 11, 2026
  • The episode runs for approximately 32 minutes
  • Nadim Homsany is Head of AI Strategy and Innovation at BECU

The episode provides an overview of BECU’s approach to integrating agentic AI into its member services. The conversation highlights the technical and operational steps involved in developing these AI-driven tools for financial guidance.

RegFi’s co-hosts guide the discussion to examine how agentic AI might change the way financial advice is delivered within credit unions. The focus remains on procedural aspects and the potential reach of these technologies among BECU’s membership base.

The podcast episode is available on the Orrick RegFi Podcast page, where listeners can access the full 32-minute discussion. The episode aims to inform industry professionals and interested members about ongoing developments in AI-powered financial services.

By featuring a guest from BECU, the podcast offers insights into current projects and strategies related to agentic AI in the credit union sector. The publication date and episode details are confirmed by both the Orrick RegFi Podcast page and a JDSupra article.

* This article is based on publicly available information at the time of writing.

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