CFA UK automation ahead pathway: No-Code, high impact: Building agentic workflows without writing python
Thursday 16 April 2026 | 13:00 - 13:50 | Webinar
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This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community.
You don’t need to be a developer to build powerful AI agents. This session by Brian Pisaneschi, CFA, Affiliate to the Research and Policy Center at CFA Institute will showcase how platforms like Lindy, n8n, and Zapier enable investors to automate research, scoring, and portfolio tasks using low-code/no-code tools.
Join us to:
- Introduction to agentic workflows and low-code platforms
- Live demo: building a fundamental screening agentic workflow
- Use case: economic regime scoring for fundamental analysis
- How to integrate human judgment with automated agents
Who should attend:
This event is for investment and finance professionals who want to harness AI without coding expertise. It’s ideal for portfolio managers, analysts, and research teams looking to automate tasks like screening and scoring using low-code/no-code platforms such as Lindy, n8n, and Zapier.
Registration: 12:55
Event: 13:00 - 14:00
Moderator:
Jonathan Philp, CFA, Principal Specialist, NTT DATA
Jonathan is a Principal Specialist in the Banking & Financial Markets practice at NTT DATA< a global technology services firm. His role is to support clients in the definition and delivery of innovative technology solutions.
Prior to NTT DATA, Jonathan worked in a variety of institutional investment management and asset servicing contexts and for technology solution vendors and service providers. He has held a range of programme, project and product management roles. In the early part of his career, he was an equity analyst focusing on the global Technology sectors.
Jonathan holds an MEng in Electrical Engineering from Imperial College and a MA in European Political & Economic Integration from Durham University. He has been a CFA Charterholder since 2002
Other events in the series:
19 March Bias in the machine: What investors need to know about LLMs
7 May From insight to allocation: AI-driven portfolio construction
Click here to view our event terms and conditions.
Speaker
Brian Pisaneschi, CFA, Affiliate to the Research and Policy Center at CFA Institute.
Brian Pisaneschi, CFA, is a Senior Investment Data Scientist at CFA Institute, where he leads research at the intersection of Natural Language Processing, sustainability, and investment analysis. He is driving the development of open-source tools and collaborative frameworks to explore the future of analyst workflows in the age of generative AI. Brian holds an MS in Quantitative Finance from the University of Bologna and a BS in Finance and Economics from Lake Superior State University. He became a CFA Charterholder in 2017.