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Article
How AI Agents and Automation Are Transforming Balance Sheet Management For Banks
AI in balance sheet management is moving from pilot to production. This article explores how AI in ALM evolves across three phases, from individual productivity tools to AI-driven ALM systems and fully automated workflows, and what financial institutions need in place to make the transition.
Apr 29, 2026

Luis Estrada, Co-Founder & COO , Mirai RiskTech
Tags:
ALM, Treasury and Liquidity Risk
The views and opinions expressed in this content are those of the thought leader as an individual and are not attributed to CeFPro or any other organization
- Explores the growing concentration risk within third-party ecosystems
- Highlights evolving regulatory expectations for third-party oversight
- Examines the intersection of cyber risk, resilience, and outsourcing dependencies
- Outlines practical approaches to strengthening vendor risk frameworks
- Emphasizes the importance of end-to-end visibility and governance across supply chains
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