Token Economics, AI ROI, and the Future of Investment Banking with Rahul Rekhi

Financial services are undergoing a fundamental transformation as AI transitions from a productivity tool to an agentic workforce capable of executing complex transactions. Rahul Rekhi, President of Rogo, emphasizes that the primary challenge for finance leaders is moving beyond "token maxing" to establish rigorous, domain-specific ROI frameworks. By integrating AI agents directly into existing financial workflows—such as automating S&P or FactSet formula editing—firms can replace analog processes with more efficient, digital-first models. This evolution requires a new class of "forward-deployed" professionals who bridge the gap between technical AI capabilities and the nuanced needs of investment banking. Ultimately, the future of capital markets lies in democratizing access to financial expertise through AI, shifting from static artifacts like PowerPoint decks to interactive, real-time data environments that prioritize measurable outcomes over mere activity.