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Agentic AI: AWS + Elastic for Innovation

2025-07-17 – 2025-07-17 Meetup Visit website ↗

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AWS and Elastic are looking forward to hosting you for this NYC meetup, where our speakers will demonstrate how to build intelligent, domain-specific applications We’ll showcase how we built an agentic AI application to support financial analysts with a conversational AI assistant. In the process, we will highlight key architectural components:

  • Anthropic Claude 3.5 Sonnet,
  • Amazon Bedrock.
  • Elasticsearch Vector Database
  • Elasticsearch MCP (Model Context Protocol) Server

This AI assistant transforms complex workflows—like assessing the impact of market news for thousands of customer portfolios—into an intuitive, natural language dialogue. We’ll demonstrate how to build and integrate intelligent AI assistants to:

  1. Rapidly identify patterns in complex financial data.
  2. Build meaningful correlations, such as linking news sentiment to portfolio performance.
  3. Engage with your data in real-time, using natural language.

The presenters will also highlight how MCP servers can integrate additional services, such as weather data and email notifications, combining the power of search and generative AI.

Bio:

  • Srinivas Pendyala brings over 20 years of experience in enterprise technology solutions. At Amazon Web Services (AWS), he focuses on building joint solution in data and generative AI. Before joining AWS, Srinivas spent three years at Redis and seven years at Cloudera. At these companies, he managed programs in data engineering, machine learning, and analytics. His expertise spans big data, mobility, and cloud computing solutions for Fortune 500 companies.
  • Jeff Vestal has a rich background spanning over a decade in financial trading firms and extensive experience with Elasticsearch. He offers a unique blend of operational acumen, engineering skill, and machine learning expertise. As a Principal GenAI Specialist, he excels at crafting innovative solutions, leveraging Elasticsearch’s advanced search capabilities, machine learning features, and generative AI integrations, adeptly guiding users to transform complex data challenges into actionable insights.

Important instructions

  • We will be meeting at the Elastic’s brand-new office in the Nomad Tower on the 16th floor training room. Address is: 1250 Broadway, New York, NY.
  • Complimentary food and beverage will be served
  • Please ensure that your meetup profile has your full name. Both first and last name are required and we will not be able to register attendees with just abbreviations or incomplete names.
  • There is an optional networking and Q&A event at the end of the meetup

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Agentic AI for Financial Analytics

2025-07-17
talk
Jeff Vestal (Elastic) , Srinivas Pendyala (Amazon Web Services (AWS))

Demonstration of building an agentic AI application to support financial analysts with a conversational AI assistant, including architectural components (Anthropic Claude 3.5 Sonnet, Amazon Bedrock, Elasticsearch Vector Database, Elasticsearch MCP Server) and capabilities such as pattern identification, linking news sentiment to portfolio performance, and real-time natural language data engagement.