Some of the most consequential workflows in financial services still depend on analyst hours, disconnected systems, and manual handoffs. Credit decisions, advisor recommendations, control testing, deal review, and AI asset governance are all areas where the quality of the decision depends on the quality of the process around it.
Agentic AI introduces a different operating model: AI agents working within banking workflows to gather evidence, coordinate tasks, apply controls, and move work forward, with human judgment and accountability built into the process.
The next phase of AI in banking will not be defined by who has the most copilots. It will be defined by how effectively institutions can put AI to work inside the processes that run the bank.
This roundtable brings that shift to life across four critical areas of banking:
Seats are limited to a curated group of Senior Banking & Financial Services leaders. Submit your interest and our team will confirm your attendance and share final event details.
