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Fintech Takes Banking x Parlay Finance presents Agent of Record: Overseeing the AI Agent Org Chart (Episode 6)

Agent of Record is a 12-episode limited series podcast that explores artificial intelligence in financial services.

In this episode, cohosts Kiah Haslett of Fintech Takes Banking and Parlay Finance CEO Alex McLeod welcome Patrick Slain, a banker and a builder.

Patrick shared what happens when a risk-trained banker decided to start automating his personal life — and hasn’t stopped. What began as a single low-risk task automation has grown over 15 months into a personal agentic system with more than 100 scheduled automations organized under a structured org chart. He explained how he designed…

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