I take enterprise AI agents from pilot to production in regulated financial services.
I’m an AI delivery and governance leader with 15+ years in capital markets and fintech. I’ve led three AI agents into production at a major U.S. bank, covering user research, prototyping, governance sign-off, rollout and monitoring after launch.
✔️ See the agents I’ve delivered and how I govern them below.
✔️ Watch or listen to a short NotebookLM overview of my approach to AI adoption.
✔️ Ask the chatbot in the corner about my experience and skills.
Selected Work
How I deliver: human review of outputs · access limited to content each user is allowed to see · pilots and output-quality testing · KPIs for usage, accuracy and time saved · monitoring for drift after launch
FX Post-Trade Agent
Automates manual FX post-trade work for Payments and Treasury teams. I built the prototype myself, ran the user research and led delivery through governance approval.
In production since March 2026 with about 35 users, saving an estimated 5 hours a week per user.
Market Doc Negotiation Agent
Compares ISDA negotiation documents and sends changes that need approval to desk heads. I led delivery and governance and trained the end users.
A person reviews every output, and nothing goes out without approval.
Customer Lifecycle Management Agent
Supports customer lifecycle management workflows with AI assistance. I led delivery and governance through to production.
Live in production with human review of outputs.
Areas of Expertise
Agent Delivery & Implementation
From user research and prototype to pilot, production and monitoring after launch. I’ve taken three enterprise agents live, using Agile and PI planning to keep delivery on track.
AI Governance in Regulated Environments
I work with data, architecture and cybersecurity teams so agents ship with human review, controlled access and measurable quality checks.
Capital Markets Product
I was Product Manager of NetLink, then Business Manager of FX and Chief of Staff at Traiana/NEX. I turn FX, ISDA and post-trade complexity into products people actually use.
Who Am I?
I’m Kevin Gately, a vision-driven leader at the intersection of AI, strategy, and financial services. Over the past 15+ years, I’ve helped organizations transform how they operate — from capital markets and trading lifecycle optimization to building enterprise-scale AI solutions.
What defines my work is balance: structured thinking with empathy, bold innovation with regulatory trust, and strategy with execution. I believe in making complex challenges simple, aligning stakeholders, and delivering measurable impact.
Outside of work, I’m a triathlon novice, an amateur sketch artist, a crafts partner to my daughters, and a hopelessly optimistic Mets and Dolphins fan. These personal passions keep me grounded and bring perspective to my professional life.
Approaching AI Implementation
This section introduces my personal strategy for AI enablement — a framework designed to evolve alongside the technology itself.
Explore the short podcast and video below, produced in Google NotebookLM, for a concise overview of how I approach AI adoption.